Associate Broker

Low Rate Home Loan Pty Ltd; City of Melbourne; On-site; AUD 50,000 - 65,000; Full time

Benefits offered by this job

Mentorship

Career progression

Team lunches

Job summary

Low Rate Home Loan is seeking an Entry-Level Mortgage Broker Associate to join our Melbourne team. You will support senior brokers by handling administrative tasks, data entry, document collection and client communications to ensure a smooth journey from the initial call to loan approval.

This role is ideal for someone starting a career in Australian finance, who is detail-oriented, tech-savvy and eager to learn.

Qualifications

• Detail-oriented and precise in finance tasks.
• Proficient in MS Office; ability to learn new software quickly.

Responsibilities

• Data Entry & CRM Management: input client data into Mercury CRM.
• Document Collection: collect payslips, bank statements, IDs per lender requirements.
• Application Tracking: follow up with bank assessors to move applications toward approval.
• Client Communication: provide regular status updates to clients.
• Compliance Support: organize files to meet NCCP and audit standards.
• General Admin: diary management, appointments, and loan comparison reports.

Skills

Data entry

CRM management

Document collection

Application tracking

Client communication

Compliance support

General admin

Detail-oriented

Tech-savvy

Strong communicator

Reliability

Eagerness to learn

Education

Certificate IV in Mortgage Broking

Tools

Mercury CRM

Excel

Job description

Low Rate Home Loan is a premier mortgage brokerage dedicated to transparency, speed, and client success. Leveraging a panel of over 53 lenders, we provide bespoke home loan solutions designed to fit the unique financial goals of every Australian. We pride ourselves on being more than just brokers we are trusted partners in the competitive financial landscape, committed to making the dream of home ownership accessible and stress-free.

Position Overview

We are looking for a motivated and detail-oriented Entry-Level Mortgage Broker Associate to join our growing team. This role is the "engine room" of our brokerage, ensuring that our clients have a seamless experience from the first phone call to the moment they get their keys.

This is a perfect "foot in the door" for someone looking to build a career in the Australian finance industry. You will support our Senior Brokers by managing the administrative heavy lifting, allowing them to focus on strategy and sales.

Key Responsibilities

• Data Entry & CRM Management: Accurately inputting client data into platforms like Mercury CRM.
• Document Collection: Liaising with clients to collect supporting documents (payslips, bank statements, IDs) and ensuring they meet lender "minimum requirements."
• Application Tracking: Following up with bank assessors and lenders to ensure loan applications are moving toward approval.
• Client Communication: Acting as the first point of contact for clients, providing regular status updates on their applications.
• Compliance Support: Organising files to ensure they meet industry compliance standards (NCCP) and internal audit requirements.
• General Admin: Assisting with diary management, booking appointments, and preparing basic loan comparison reports.

What We’re Looking For

• Detail-Obsessed: You’re the type of person who catches a typo in a 50-page document. Precision is non-negotiable in finance.
• Tech-Savvy: Comfortable learning new software quickly; proficiency in Microsoft Office (especially Excel) is a must.
• Strong Communicator: A professional and friendly phone manner, with the ability to write clear, concise emails.
• Reliability: You can manage multiple deadlines and don't let tasks fall through the cracks.
• Eagerness to Learn: While no direct experience is required, a genuine interest in property and finance is essential.

Desired (But Not Mandatory) Qualifications

• Tier 2 or Certificate IV in Mortgage Broking (or a willingness to obtain one).
• Previous experience in customer service, retail, or administrative roles.
• Familiarity with the Melbourne property market.

Why Join Us?

• Mentorship: Work directly under high-performing brokers who are invested in your growth.
• Career Pathway: Clear progression path to becoming a Para-broker or a Licensed Mortgage Broker.
• Culture: A collaborative, fast-paced environment with regular team lunches and professional development days.