Job Description

About the Role:

We are currently seeking an

experienced Mortgage Broking Specialist

with a deep understanding of the

Australian mortgage broking industry

. The ideal candidates will have hands-on experience with

Aggregator CRM systems

and a comprehensive understanding of the full mortgage lifecycle -- from document collection through to settlement.

This is a fantastic opportunity to join a supportive, collaborative team and make a tangible impact by helping clients and brokers navigate the mortgage process efficiently.

Key Responsibilities:

Accurately process mortgage broker submissions through an aggregator CRM.

Oversee End-to-End Mortgage Processes:

Document Collection:

Proactively gather and review client documentation for loan processing.

Valuation Orders:

Manage property valuation orders according to specific lender guidelines.

Loan Settlements:

Coordinate closely with lenders, brokers, and clients to ensure seamless settlement of approved loans.

Provide High-Level Client Support:

Guide and assist brokers and clients throughout each stage of the mortgage application process.

Team Collaboration & Process Improvement:

Work alongside team members to enhance operational workflows and provide insights on evolving industry practices.

Requirements:

Experience in Australian Mortgage Broking:

Proven background in the Australian mortgage industry with a working knowledge of its regulatory and operational landscape.

Strong CRM Proficiency :

Demonstrated expertise in using an aggregator CRM system.

Process Expertise:

In-depth understanding of the mortgage process including:Excellent verbal and written communication skills, attention to detail, and the ability to manage multiple priorities.

Preferred Qualifications:

Client document collection Valuation ordering Loan settlement coordination

Communication & Organization:

College graduation is a must

- a degree in finance, business, or a related field is preferred Minimum

3 years' experience

working with Australian mortgage brokers Ability to work autonomously and collaboratively Strong analytical and problem-solving skills Proactive mindset with a client-first approach
Job Type: Full-time

Work Location: In person