Mortgage Broker Assistant — Streamline Loans & Client Success

D2B; Australia; On-site; AUD 14,000 - 18,000; Full time

Benefits offered by this job

Social media management

Job summary

D2B in Australia seeks an experienced Mortgage Broker Assistant to provide comprehensive administrative and client support to mortgage brokers, ensuring smooth processing of loan applications from submission through settlement. The role requires strong attention to detail, excellent communication, and the ability to manage multiple priorities in a fast-paced financial services environment.

The schedule is Monday–Friday, 9:00AM–5:00PM PH Time, with Australian holidays.

Qualifications

• Bachelor’s degree in Business, Finance, or related field or equivalent experience.
• Minimum 2 years’ experience in mortgage processing, lending, or financial services.
• Experience with Australian lenders and mortgage products required.
• Familiarity with broker systems and loan platforms Mercury and ApplyOnline.
• Strong understanding of loan structures, banking, and finance principles.
• Excellent attention to detail and accuracy in data entry and document preparation.
• Exceptional written and verbal communication skills.

Responsibilities

• Verify and review client income documentation, credit reports, and supporting information.
• Order and track property valuations and other lender-related requirements.
• Complete servicing calculators and prepare product comparisons.
• Structure funding positions and assess client living expenses.
• Prepare broker notes and maintain accurate loan files.
• Calculate borrowing capacity and assist in preparing compliance documents.
• Respond to lender requests, including Mortgage Information Requests.
• Manage loan files from pre-assessment to settlement.
• Liaise with clients to collect missing documents and clarify information.
• Communicate with lenders, solicitors, and stakeholders to ensure timely progress.
• Provide status updates to brokers and clients throughout the process.
• Support ad hoc administrative tasks for the broker team.
• Bonus ad hoc task: can manage social media for the business.

Skills

Mortgage processing

Lending

Attention to detail

Communication

Australian mortgage knowledge

Education

Bachelor's degree in Business, Finance, or related field

Tools

Mercury

ApplyOnline

Job description

D2B in Australia seeks an experienced Mortgage Broker Assistant to provide comprehensive administrative and client support to mortgage brokers, ensuring smooth processing of loan applications from submission through settlement. The role requires strong attention to detail, excellent communication, and the ability to manage multiple priorities in a fast-paced financial services environment.

The schedule is Monday–Friday, 9:00AM–5:00PM PH Time, with Australian holidays.