FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Mortgage Broker Assistant
Pear Tree.. Manage end-to-end residential loan files from handover through settlement .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing residential loan files, including proficiency in Connective and Nexus Mercury systems, and a solid understanding of the Australian residential mortgage process. Capable of effective communication with clients and stakeholders while maintaining detailed records and managing multiple deals.
Highest-signal resume keywords
Connective ExperienceNexus Mercury ProficiencyApply Online (AOL) UsageSMSF Loan ProcessingAustralian Residential Mortgage Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan Application PreparationClient Documentation ReviewApplication Progress TrackingDiscrepancy IdentificationSMSF Loan Assessment
Soft Skills
Proactive AttitudeDetail-OrientedStrong Written CommunicationAutonomous Work StyleAdaptability
Tools & Technologies
ConnectiveNexus MercuryApply Online (AOL)
Industry Keywords
Residential Mortgage ProcessSelf-Employed StructuresComplex StructuresRefinance OutreachClient Relationship Management
About the role
Key responsibilities & impact- Manage end-to-end residential loan files from handover through settlement
- Collect, review, and upload client documentation
- Prepare and submit loan applications via Apply Online (AOL)
- Track application progress and chase outstanding conditions
- Communicate with clients, lenders, and stakeholders to resolve issues
- Maintain records in Mercury and Connective
- Support SMSF loan processing and documentation once the residential workflow is established
- Assist with reactivating existing SMSF clients
- File and attach client data and Biz-Consultings data in Nexus via email
- Run refinance outreach campaigns
- Reactivate dormant referral partner relationships
- Perform ad hoc administrative tasks to reduce the Hiring Manager's workload
Requirements
What you’ll need- Hands-on experience with Connective (aggregator platform)
- Hands-on experience with Nexus Mercury (loan processing / CRM system)
- Hands-on experience with Apply Online (AOL)
- Solid understanding of the Australian residential mortgage process, end to end
- Ability to identify discrepancies or missing information from checklists
- SMSF loan assessment and processing experience is a strong plus
- Prior experience working directly with one mortgage broker is a strong plus
- Understanding of self-employed structures, individuals, and complex structures is a strong plus
- Proactive, coachable, autonomous, reliable, and detail-oriented working style
- Strong written communication in English
- Ability to work at pace, manage deals at different stages, and adapt to change
- Ability to ask for help when needed and escalate blockers early