AU Mortgage Broker Support / Loan Processor (MyCRM required)

15 hours, 47 minutes ago
Full-time
Junior
Customer and Technical Support
D2B

D2B

D2B specializes in connecting Australian businesses with top offshore talent, facilitating the hiring process to help companies scale efficiently and effectively.

Professional Services

Description

  • Prepare and package residential, commercial, and asset finance loan applications.
  • Collect, review, and organise supporting documents for loan files.
  • Submit applications to lenders and monitor application progress.
  • Follow up with lenders, BDMs, solicitors, accountants, and clients as needed.
  • Maintain accurate records in CRM systems and electronic client files.
  • Order valuations and track outstanding requirements through to settlement.
  • Assist with settlements and post-settlement administration.
  • Communicate with clients by phone and email and provide progress updates.
  • Schedule appointments and manage the broker’s calendar.
  • Support compliance, documentation, social media scheduling, database follow-up campaigns, and marketing materials.

Requirements

  • Previous experience supporting an Australian mortgage broker.
  • Strong understanding of Australian residential lending processes.
  • Excellent written and verbal English communication skills.
  • High attention to detail.
  • Ability to work independently and meet deadlines.
  • Strong organisational and time management skills.
  • Proficiency with Microsoft Office and Google Workspace.
  • Experience with commercial lending is highly desirable.
  • Experience with asset and equipment finance is highly desirable.
  • Knowledge of CRM systems such as Mercury Nexus, Infynity, Salestrekker, MyCRM, or similar is highly desirable.
  • Experience dealing with Australian lenders and aggregators is highly desirable.

Benefits

  • Full-time remote role.
  • Work aligned to Australian business hours (day shift).
  • Salary of $1,100 AUD per month.

Interested in this position?

Apply directly on the company website

Apply Now

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