We are seeking an organised, proactive and client-focused Mortgage Broker Support professional to join our small team in our Yarraville office.
This role would suit someone with mortgage broking, banking, lending or financial-services administration experience who enjoys helping clients, managing applications and improving the way a business operates.
The position is available on either a part-time basis of at least three days per week or full-time, depending on the successful applicant.
About the role
You will work closely with our mortgage broker to help manage loan applications from initial enquiry through to settlement.
Your responsibilities will include:
- Preparing and packaging residential loan applications
- Collecting, reviewing and organising supporting documents
- Providing regular updates and customer service to clients
- Liaising with lenders, assessors and lender BDMs
- Ordering credit reports, property valuations and other application requirements
- Monitoring applications and following up outstanding items
- Assisting with loan settlements and post-settlement tasks
- Improving internal processes, checklists, templates and client communications
- Maintaining accurate CRM and file notes
- Assisting with basic content creation and marketing activities
- Preparing settlement gifts and helping create a positive client experience
- Providing general administrative support to the team
About you
You will be someone who:
- Is highly organised and able to manage competing priorities
- Communicates professionally and confidently with clients and lenders
- Has strong attention to detail
- Takes ownership of tasks and follows through
- Is comfortable learning new systems and technology
- Enjoys identifying ways to improve processes
- Works well independently while contributing to a small team
- Has a positive, practical and solutions-focused attitude
Previous experience in mortgage broking, lending, banking, conveyancing, finance or a similar administration role would be highly regarded.
Experience using mortgage-broking software, lender portals, CRMs or document-management systems would also be beneficial, but training can be provided to the right person.
What we offer
- Part-time or full-time employment
- Minimum three days per week for part-time applicants
- A dedicated workspace in a large Yarraville office
- A small, supportive and approachable team
- A vibrant office environment, including a table tennis table
- Variety across lending, customer service, operations and marketing
- Opportunities to improve systems and contribute ideas
- Close proximity to public transport
- Ample surrounding street parking
- Training and development within the mortgage and finance industry
Pay: $35,000.00 – $60,000.00 per year
Application Question(s):
- What are your preferred working days and hours?
- Are you seeking part-time or full-time employment?
Work Location: In person
