Mortgage Broker Assistant

• Manage end-to-end residential loan files from handover through settlement
• Collect, review, and upload client documentation
• Prepare and submit loan applications via Apply Online (AOL)
• Track application progress and chase outstanding conditions
• Communicate with clients, lenders, and stakeholders to resolve issues
• Maintain records in Mercury and Connective
• Support SMSF loan processing and documentation once the residential workflow is established
• Assist with reactivating existing SMSF clients
• File and attach client data and Biz-Consultings data in Nexus via email
• Run refinance outreach campaigns
• Reactivate dormant referral partner relationships
• Perform ad hoc administrative tasks to reduce the Hiring Manager's workload

• Hands-on experience with Connective (aggregator platform)
• Hands-on experience with Nexus Mercury (loan processing / CRM system)
• Hands-on experience with Apply Online (AOL)
• Solid understanding of the Australian residential mortgage process, end to end
• Ability to identify discrepancies or missing information from checklists
• SMSF loan assessment and processing experience is a strong plus
• Prior experience working directly with one mortgage broker is a strong plus
• Understanding of self-employed structures, individuals, and complex structures is a strong plus
• Proactive, coachable, autonomous, reliable, and detail-oriented working style
• Strong written communication in English
• Ability to work at pace, manage deals at different stages, and adapt to change
• Ability to ask for help when needed and escalate blockers early