Mortgage Broker Assistant - 174

D2B; United States; Remote; USD 12,000 - 13,000; Full time

Job summary

Illumina Finance seeks a Mortgage Broker Assistant to support the Principal Broker by handling end-to-end loan processing from application to settlement. You will use MyCRM and Apply Online, coordinate valuations, and liaise with lenders and solicitors to ensure fast, compliant outcomes.

Excellence in English communication is essential, with a focus on accuracy, timely updates, and world-class service for high-net-worth clients and corporate entities.

Qualifications

• 2–3 years of Australian Mortgage Broker Support or Loan Processing experience.
• Must be able to hit the ground running with minimal training.
• Advanced, hands‑on experience with MyCRM and Apply Online.
• Comprehensive understanding of Australian lending valuations and pricing workflows.
• Exceptional verbal and written English skills.

Responsibilities

• Manage end-to-end loan processing from application to settlement.
• Input data and track applications in MyCRM and Apply Online.
• Coordinate valuations and lender pricing requests.
• Package loan documents ensuring accuracy and regulatory compliance.
• Liaise with lenders, solicitors, and real estate agents.
• Provide proactive client updates with professional English.
• Monitor workflow to prevent bottlenecks and maintain high conversion.

Skills

English communication

Mortgage processing

Tools

MyCRM

Apply Online

Job description

Position: Mortgage Broker Assistant

Salary: PHP 70,000 - 75,000/month

Working Hours & Conditions: Aligned with Australian hours; full-time (remote)

Holidays: AU Holidays

ABOUT THE COMPANY:

Illumina Finance is a specialized commercial mortgage brokerage and financial consultancy based in Sydney, Australia. The firm serves as a strategic intermediary for sophisticated property investors and developers, focusing on complex commercial lending and debt advisory. With a deep understanding of the Australian credit market, they provide tailored funding solutions for commercial acquisitions, construction projects, and specialized asset classes. Their approach centers on navigating the intricacies of non-bank and institutional lending to secure competitive capital structures for high-net-worth clients and corporate entities.

OVERVIEW:

We are seeking a highly experienced Mortgage Broker Assistant to serve as the backbone of back-office operations. This is a critical “plug-and-play” role designed for a professional who can manage the end-to-end loan pipeline with precision, allowing the Principal Broker to focus exclusively on strategic sales and client‑facing advisory.

RESPONSIBILITIES:

• End-to-End Loan Processing: Manage the full lifecycle of a loan from initial application through to settlement, ensuring all milestones are met with strict adherence to deadlines.
• Platform Management: Expertly utilize MyCRM and Apply Online to input data, track applications, and maintain immaculate digital records.
• Operational Coordination: Proactively order property valuations and initiate pricing requests with lenders to secure the most competitive outcomes for clients.
• Compliance & Documentation: Review and package loan documents to ensure 100% accuracy and compliance with lender requirements and Australian credit regulations.
• Stakeholder Liaison: Act as a primary point of contact for lenders, solicitors, and real estate agents to resolve queries and expedite approvals.
• Client Communication: Provide proactive, professional updates to clients in impeccable English, ensuring a world‑class customer service experience.
• Pipeline Oversight: Monitor the workflow to identify potential bottlenecks, ensuring no file sits idle and maintaining a high conversion rate from submission to settlement.

QUALIFICATIONS:

• Industry Experience: Minimum 2–3 years of direct experience in an Australian Mortgage Broker Support or Loan Processing role.
• Immediate Readiness: Must be able to “hit the ground running” with minimal training investment required.
• Technical Proficiency: Advanced, hands‑on experience with MyCRM and Apply Online is mandatory.
• Process Knowledge: Comprehensive understanding of the Australian lending landscape, specifically the valuation and pricing request workflows.
• Communication: Exceptional verbal and written English skills; ability to represent the firm professionally to high-net-worth clients and institutional lenders.

PREFERRED SKILLS (nice to have):

• Strong analytical skills with an eye for detail regarding credit policy nuances.
• Experience across a diverse lender panel (Major Banks vs. Boutique/Non-conforming lenders).
• High level of digital literacy and an interest in optimizing back‑office efficiency.