Mortgage Broking Assistant (On-site, Morning Shift)

Shore 360; Filipinas; Teletrabalho; PHP 1 738 000 - 2 608 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

HMO Coverage

Unlimited Coffee

Free Parking

Game Lounge

Photography Club

Dance Club

Fitness Club

Book Club

Music Club

Monthly Events

Referral Program

Maternity Leave

Paternity Leave

Solo Parent Leave

OT Pay

Bronze Referral

Resumo da oferta

Shore 360 is seeking an experienced Mortgage Broking Assistant to support an Australian mortgage broking business from the Philippines. You will prepare and process Australian residential mortgage applications and liaise with lenders, brokers, and clients throughout the lending process.

The role requires hands-on experience in Australian mortgage broking, proficiency with Mercury Nexus CRM, and strong English communication.

Qualificações

• Hands-on experience in an Australian mortgage broking business, in a Mortgage Broking Assistant or Loan Processing role.
• Experience preparing and processing Australian residential mortgage applications.
• Hands-on experience using Connective Mercury Nexus CRM.
• Strong understanding of Australian lender requirements, lending documentation, and mortgage processes.
• Experience communicating with Australian lenders, brokers and clients.
• Excellent written and verbal English communication skills.
• Attention to detail and organisational skills, with the ability to manage multiple applications.
• Ability to work independently, prioritise tasks, and meet deadlines.
• Proficiency in Microsoft Office and Microsoft 365.
• Ability to handle confidential financial and client information professionally.

Responsabilidades

• Provide day-to-day administrative and operational support to the mortgage broking team.
• Prepare, process, and assist with the submission of Australian mortgage and loan applications.
• Collect, organise, and verify client financial information and supporting documentation.
• Liaise with Australian lenders, brokers, and clients regarding application requirements and outstanding documentation.
• Monitor applications from initial submission through to settlement.
• Maintain accurate client records and update CRM and loan processing systems.
• Manage client communications, emails, appointments, and follow-ups.
• Provide additional administrative support as required.

Conhecimentos

Australian mortgage knowledge

Lender/broker/client communication

Attention to detail

Organisational skills

Independent work

English communication

Ferramentas

Connective Mercury Nexus CRM

Microsoft Office

Microsoft 365

Loan Processing Platforms

ApplyOnline

Australian Lender Portals

Experience Advantage

Descrição da oferta de emprego

Position Overview

We are seeking an experienced Mortgage Broking Assistant to provide administrative and operational support to an Australian mortgage broking business. The successful candidate must have hands‑on experience working within an Australian mortgage broking environment, particularly in preparing and processing residential mortgage applications.

The ideal candidate is organised, detail‑oriented, and confident communicating with Australian lenders, brokers, and clients while managing applications throughout the lending process.

Key Responsibilities

• Provide day-to-day administrative and operational support to the mortgage broking team.
• Prepare, process, and assist with the submission of Australian mortgage and loan applications.
• Collect, organise, and verify client financial information and supporting documentation.
• Liaise with Australian lenders, brokers, and clients regarding application requirements and outstanding documentation.
• Monitor applications from initial submission through to settlement.
• Maintain accurate client records and update CRM and loan processing systems.
• Manage client communications, emails, appointments, and follow-ups.
• Provide additional administrative support as required

Essential Requirements

• Mandatory previous hands‑on experience working within an Australian mortgage broking business, preferably in a Mortgage Broking Assistant or Loan Processing role.
• Demonstrated experience preparing and processing Australian residential mortgage applications.
• Mandatory hands‑on experience using Connective's Mercury Nexus CRM.
• Strong understanding of Australian lender requirements, lending documentation, and mortgage application processes.
• Experience communicating with Australian lenders, brokers, and clients.
• Excellent written and verbal English communication skills.
• Strong attention to detail and organisational skills, with the ability to manage multiple applications.
• Ability to work independently, prioritise tasks, and meet deadlines.
• Proficiency in Microsoft Office and Microsoft 365.
• Ability to handle confidential financial and client information professionally.

Proficient With

• Connective Mercury Nexus CRM (Mandatory)
• Microsoft Office and Microsoft 365
• Loan Processing Platforms
• ApplyOnline
• Australian Lender Portals
• Experience Advantage
• Experience managing mortgage applications from initial submission through to settlement.
• Knowledge of Australian mortgage compliance and responsible lending documentation.
• Experience supporting multiple mortgage brokers simultaneously.

Shore Xtra Perks

• Day 1 HMO Coverage
• Unlimited Barista Coffee all shift long.
• Free Parking & Shuttle
• Premium Game Lounge – Relax and recharge in our dedicated on‑site recreational zone.
• Social Passion Clubs – Connect with like‑minded peers through our Photography Club, Dance Club, Fitness Club, Book Club, and Music Club.
• Engaging Monthly Events – Enjoy regular team activities and celebrations with amazing prizes and rewards.
• Referral Incentives – Get rewarded for bringing top talent to the team through our referral program.
• Statutory Benefits – Maternity, Paternity, and Solo Parent Leaves, Magna Carta for Women, OT, and Premium Pays.
• Employee Referral Incentives (Bronze)