Broker Admin Support

You will be required to assist in all aspects of mortgage broking and lending administration processes, which may extend beyond the duties listed below. Working within a collaborative and supportive team, you will receive ongoing in-house guidance and training to help you succeed and grow in the role.

Managing the day-to-day loan process, including lender follow-ups, chasing outstanding documentation, preparing loan packages and credit proposals, and liaising with lenders to efficiently support your clients’ applications from submission through to settlement.

This will require you to liaise with lenders and clients, manage requests for additional information, and keep all stakeholders fully informed throughout each stage of the process. You will also be responsible for maintaining accurate CRM records and delivering consistent client servicing.

Other responsibilities include but are not limited to:

• Conduct regular lender follow-ups to ensure timely progression of applications through to approval.
• Manage loan applications from submission through to settlement.
• Maintain and update CRM systems (including Spark+) with accurate and complete information.
• Enter and complete missing data within systems such as Spark+.
• Request and follow up on missing information and documentation from clients and stakeholders.
• Review client documents including bank statements to support application assessment.
• Prepare, complete, and review servicing calculators and credit proposals.
• Package loans from inception through to settlement.
• Migrate applications into ApplyOnline (AOL) and complete lodgement.
• Submit pricing requests and lodge applications with lenders via ApplyOnline (AOL).
• Manage and respond to lender requests, including providing additional information and addressing Mortgage Insurer Requests (MIRs).
• Order valuations, credit reports, and supporting documents as required.
• Track loan progress and provide regular updates to clients and stakeholders.
• Prepare and review loan applications and supporting documents prior to submission.
• Prepare compliance documentation including NCCP and lender application forms.
• Prepare discharge authorities, FHOG, and FHLGS forms where required.
• Provide ongoing client servicing and respond to enquiries via phone and email.
• Send post-settlement communications to clients.
• Conduct post-settlement follow-ups (e.g., 6- or 12-month reviews).
• Manage and prioritise daily workflow to meet deadlines.
• Support continuous improvement of internal processes, procedures, and client communication.
• Maintain a high level of product knowledge and stay up to date with lender policies and market changes.

Requirements:

• A higher education degree is preferred.
• Experience in the Australian mortgage is required.
• Experience using ApplyOnline (AOL) is essential.
• Experience using Spark+ or similar CRM/lending systems is preferred.
• Knowledge of current Australian lender policies and ability to stay on top of market changes is advantageous.
• Experience working with major Australian lenders is highly regarded.
• Strong attention to detail and accuracy in data entry.
• Strong problem-solving and mathematical skills.
• Ability to think outside the box with a proactive approach to resolving issues.
• Excellent verbal and written communication skills, with the ability to liaise with clients daily via phone and email.
• Ability to manage multiple applications and prioritise workload effectively.
• Honest, reliable, and hardworking with a strong work ethic.

Join our team and enjoy these benefits & perks:

• Medical, dental, and life insurance from day one
• Paid vacation and sick leave (with quarterly conversion)
• Competitive salary and annual appraisals
• Financial assistance program
• Mandatory government benefits and 13th-month pay
• Company events – promoting work-life balance and career growth

Only shortlisted candidates will be contacted