Offshore Mortgage Associate (Australia Market)

Virtual Staff Indonesia; Jakarta Utara; Remote; IDR 100.000.000 - 200.000.000; Full time

Job summary

A staffing agency in Jakarta is seeking an Offshore Mortgage Associate to support Australian mortgage brokers. The ideal candidate will have at least 2 years of experience, excellent English communication skills, and a strong understanding of Australian lending policies. Responsibilities include submitting loan applications, maintaining records, and providing post-settlement support. This position is crucial for ensuring accuracy and compliance in the loan application process.

Qualifications

• Minimum 2 years of experience working with Australian mortgage brokers.
• Familiarity with major lenders and aggregator platforms is required.
• Ability to work independently and meet deadlines.

Responsibilities

• Liaise with Australian mortgage brokers to support loan application processes.
• Conduct initial client fact-finding and data entry into CRM.
• Prepare loan comparisons and product recommendations.

Skills

Experience with Australian mortgage brokers

Understanding of Australian lending policies

English communication skills

Attention to detail

Organizational skills

Education

Certificate IV in Finance and Mortgage Broking

Tools

CRM systems

Aggregator platforms

Job description

Offshore Mortgage Associate (Australia Market)

Liaise with Australian mortgage brokers to support loan application processes.

Conduct initial client fact-finding and data entry into CRM and aggregator platforms (e.g. ApplyOnline, Mercury, Podium).

Prepare loan comparisons and product recommendations based on client profiles.

Order supporting documents such as credit reports, bank statements, and payslips.

Review and verify client documentation for accuracy and completeness.

Submit loan applications to lenders and follow up on progress.

Communicate with lenders for updates, conditions, and approvals.

Assist with compliance checks and ensure documentation meets NCCP requirements.

Maintain accurate records and update brokers on application status.

Provide post-settlement support and client follow-up.

2. Required Skills & Experience

Minimum 2 years of experience working with Australian mortgage brokers.

Strong understanding of Australian lending policies and procedures.

Familiarity with major lenders (e.g. CBA, ANZ, NAB, Westpac, Macquarie, etc.).

Experience using aggregator platforms (e.g. Connective, AFG, PLAN, FAST).

Excellent written and verbal English communication skills.

High attention to detail and ability to manage multiple applications.

Strong organizational and time management skills.

Ability to work independently and meet deadlines.

3. Preferred Qualifications

Certificate IV in Finance and Mortgage Broking (or equivalent offshore training).

Experience with CRM systems like Salesforce, BrokerEngine, or Salestrekker.

Knowledge of Australian privacy and data protection laws.