Senior Mortgage Broker Assistant – AU Mortgage, MyCRM

Pear Tree.

. Manage the end-to-end loan application process from submission to settlement .

Posted 9/15/2026full-timeRemote • PhilippinesSenior💰 ₱89,000 per monthWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing the loan application process, ensuring compliance with NCCP and ASIC regulations, and maintaining accurate client records in CRM systems. Proficient in liaising with various stakeholders and mentoring junior staff to enhance operational efficiency.

Highest-signal resume keywords

Loan Application ManagementAustralian Lending Products KnowledgeCRM Systems ProficiencyNCCP ComplianceMentoring Junior Staff

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan Application PreparationServicing CalculationsPreliminary AssessmentsDocumentation ReviewCompliance Checks

Soft Skills

Attention to DetailOrganisational SkillsWritten CommunicationVerbal CommunicationClient-Centric Mindset

Tools & Technologies

Loan Lodgement PlatformsCRM Systems

Certifications & Qualifications

Certificate IV in Finance and Mortgage Broking

Industry Keywords

Mortgage IndustryLender PoliciesCredit GuidelinesResponsible Lending ObligationsHigh-Volume Loan Portfolios

About the role

Key responsibilities & impact

Manage the end-to-end loan application process from submission to settlement
Prepare, review, and lodge loan applications with lenders
Conduct servicing calculations and preliminary assessments
Ensure loan files are complete, accurate, and compliant with lender and regulatory requirements
Track loan progress and proactively follow up with lenders, clients, conveyancers, and other third parties
Act as a primary point of contact for clients throughout the loan process
Provide clear, professional updates to clients regarding application status
Liaise with lenders, valuers, solicitors, and settlement agents
Support Mortgage Brokers with client appointments, documentation, and post-settlement follow-ups
Ensure compliance with NCCP, ASIC, and responsible lending obligations
Maintain accurate client records and documentation in CRM systems
Assist with audits, compliance checks, and process improvements
Stay up to date with lender policies, credit guidelines, and industry changes
Identify opportunities to improve workflows and operational efficiency
Mentor and support junior broker assistants where required
Contribute to the development of internal processes and best practices

Requirements

What you’ll need

Minimum 3–5 years’ experience as a Mortgage Broker Assistant or similar role within the Australian mortgage industry
Strong understanding of Australian lending products, policies, and processes
Experience working with multiple lenders and aggregators
High attention to detail and strong organisational skills
Excellent written and verbal communication skills
Ability to manage multiple loan files and meet deadlines
Proficiency in CRM systems and loan lodgement platforms
Certificate IV in Finance and Mortgage Broking or equivalent (desirable)
Experience supporting high-volume or complex loan portfolios (desirable)
Prior experience mentoring junior staff (desirable)
Proactive and solutions-focused
Client-centric mindset
Ability to work autonomously and as part of a team
Professional, reliable, and confidential in handling sensitive information

Benefits

Comp & perks

100% Remote work 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score