Senior Mortgage Broking Assistant

Overview of the Role 
The Senior Mortgage Broking Assistant is responsible for managing loan applications from initial document preparation through to post-settlement functions. This includes liaising with clients, financial institutions, and other stakeholders to ensure a seamless and efficient loan process. 

Main duties include:  

• Broker management and support
• Liaise with internal and external stakeholders on a regular basis
• Gather information from clients, retrieve documentation and process applications from the initial document preparation through to post credit functions
• Submit loans and processing approvals through to settlement
• Analysing Lender, Credit and Application submission requirements
• Packaging and submitting fully completed loan applications to lenders.
• Tracking the progress of loan applications through to settlement
• Communicating with all parties to the transaction, i.e. clients, banks, settlement agents/solicitors, debt collectors, real estate agents.
• Keeping the client and business partners updated throughout the loan process
• Post Settlement Customer Care
• Maintaining database system i.e. updating client information
• General administrative duties

• Graduate of Business Administration - Major in Accountancy, Management, Financing and other related courses
• Proficient use of MS Outlook, Excel, Word and PowerPoint
• Previous experience with accounting, finance or banking
• Previous experience on Platform Plus (nice to have)
• Understand diverse banking sectors, asset finance, cash flow lending, debtor finance and property is an advantage
• Understanding of business lending
• Knowledge in using Mortgage broking CRM preferably  , MyCRM,
• Experience in ApplyOnline
• Knowledge in Australian lender portals - Macquirie
• Understanding of the end to end lending process (application - credit - settlement)
• Excellent written and verbal communication skills
• Ability to self-manage and show initiative to drive results
• Flexibility; ability to multi-task, adapt to changing priorities and prioritize projects
• Excellent interpersonal skills

• Salary increments on the 6th and 12th months, with annual performance appraisals 
• 500K per incident HMO coverage + Dental & Optical benefits  
• Career growth opportunities 
• 2-week paid Christmas vacation 
• 25K Educational Assistance  
• Referral bonuses 
• Leave encashments 
• Company savings plan 
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM