About the role
Position: Mortgage Broker Support/Loan Processor
Salary: $1,200 - $2,000 AUD / month
Working Hours & Conditions : Australian Business Hours
ABOUT THE COMPANY:
The client is a premier, fast-growing boutique mortgage brokerage based in Canberra, Australia.
Founded and led by an industry expert with over 15 years of financial services experience (including a decade-long career with a major "Big Four" Australian bank)—the company was established to provide a more personalized, transparent, and supportive lending experience.
OVERVIEW:
We are looking for an ultra-organized and detail-driven Mortgage Administration Support Specialist to serve as the operational engine room for a busy Australian mortgage brokerage.
In this role, you will be the ultimate gatekeeper of data integrity, compliance, and process flow. You will manage the backend lifecycle of loan applications from initial file setup in Connective Mercury, through document auditing and validation, to packaging and preparing submissions in ApplyOnline (AOL).
RESPONSIBILITIES:
Client File Management
Create and maintain client files (opportunities and contacts) in CRM
Enter solicitor/conveyancer details in CRM
Approve and rename documents
Record detailed file notes
Update application statuses
Ensure files are complete before progressing
Document Collection & Review
Check documents have been received
Review documents for completeness
Check identification documents meet lender requirements (additional ID requirements for Scheme Loans)
Enter Drivers Licence details in CRM
Check information entered by clients in the Client Portal matches details on Drivers Licence (full names entered in CRM, date of birth is correct)
Update account balances and liabilities based on the statements received
Follow up missing documentation
Note outstanding documents in the CRM, so that updated documents can be requested
Review statements for undisclosed liabilities or re-occuring expenses
Loan Processing Support
Enter client information into CRM and lender systems ,mercury and AOL.
Prepare loan application data in CRM for broker review
Assist with preparing loan submissions in Apply Online for broker approval and lodgement
Upload supporting documents to the lodgement portal (AOL)
Complete compliance in CRM based on Appointment notes
Complete lender checklists
Order valuations
Upload valuation reports to CRM
Pricing requests & escalations
Application Tracking
Monitor application progress
Track lender turnaround times
Follow up outstanding lender requirements
Monitor outstanding conditions
Update brokers on application progress
Settlement Support
Monitor settlement dates
Assist with settlement bookings
Follow up outstanding settlement documents
Confirm required documents have been returned
Update CRM following settlement
Review loan offers to ensure they have been completed with no errors
General Administration
Assist with general administrative tasks as directed.
Monitor shared inboxes.
Help create marketing materials through CANVA.
Request signatures and merge documents through Adobe
Requirements
Previous experience supporting an Australian mortgage broker
Strong understanding of Australian residential lending processes
Excellent written and verbal English communication skills
High attention to detail (spotting undisclosed liabilities, auditing ID documents)
Ability to work independently and meet deadlines
Strong organisational and time management skills
Hands-on experience with Connective Mercury and ApplyOnline (AOL) is required
Proficiency with Microsoft Excel, Google Workspace, Adobe, and Canva
Benefits
Why Join Us?
You will partner directly with an incredibly supportive, highly organized industry leader. This is a collaborative, stable environment where your processing expertise will have a direct impact on the business's daily success.
Originally posted on Himalayas