Senior Mortgage Analyst (AU Mortgage)

Senior Mortgage Analyst (AU Mortgage)

Remote | Philippines-Based | AEST Hours

To Apply: forms.cloud.microsoft/r/xawDceDUDU

At Pierian, we help Australian mortgage brokers scale their businesses through highly skilled offshore teams, streamlined operations, and AI-powered solutions.

The Senior Mortgage Analyst is responsible for managing and strengthening long-term relationships with Australian mortgage broker clients following successful onboarding by the Transition Team. Combining strong Australian mortgage expertise with operational leadership, this role ensures clients continue to receive exceptional service, achieve operational efficiencies, and maximize the value of their offshore team. Working closely with brokers and internal teams, you will monitor operational performance, resolve challenges, identify improvement opportunities, and provide strategic recommendations that support client growth and retention. This role is ideal for experienced Australian mortgage professionals looking to move beyond day-to-day loan processing into a client-facing operational leadership position.

What You'll Be Doing Every Day

Client Relationship Management
> Serve as the primary relationship manager for assigned Australian mortgage broker clients following transition to Business-As-Usual (BAU).
> Build trusted, long-term relationships through regular meetings, performance reviews, and proactive communication.
> Develop a deep understanding of each client's business, workflows, and operational priorities.
> Act as the primary escalation point for operational concerns and coordinate timely resolution with internal teams.

Mortgage Operations
> Monitor operational performance across assigned client accounts, including turnaround times, productivity, quality, and service delivery.
> Review key performance metrics and recommend operational improvements.
> Ensure offshore teams consistently deliver high-quality mortgage support services.
> Identify operational risks and collaborate with internal teams to implement effective solutions.
> Support continuous improvement initiatives that enhance client efficiency and service quality.

Operational Consulting
> Provide recommendations to improve mortgage workflows, team productivity, and operational performance.
> Assist clients in optimizing their offshore support model.
> Promote the adoption of best practices, automation, and AI-powered operational solutions where appropriate.
> Identify opportunities to expand services based on client needs and business growth.

Cross-Functional Collaboration
> Work closely with the Transition Manager to ensure a seamless handover following implementation.
> Partner with Operations Managers, Team Leaders, Recruitment, and Leadership to support client success.
> Maintain accurate client records, meeting notes, action plans, and operational reports.

You Must Have
> Minimum 5 years of experience working within an Australian mortgage brokerage or lending environment.
> Extensive knowledge of Australian residential lending processes from application through settlement.
> Strong understanding of lender policies, NCCP compliance, and mortgage operations.
> Previous experience working directly with Australian mortgage brokers.
> Experience mentoring, coaching, or supporting mortgage operations teams.
> Hands-on experience using Mercury CRM, ApplyOnline (NextGen), Salestrekker, or similar mortgage platforms.
> Strong stakeholder management and client relationship skills.
> Excellent written and verbal English communication skills.
> Availability to work full-time during AEST business hours.

Minimum Requirements
> 5+ years of experience in Australian mortgage operations, broker support, or client relationship management.
> Previous experience in one or more of the following:
Senior Mortgage Broker Assistant
Senior Loan Processor
Loan Analyst
Mortgage Operations Specialist
Team Leader
Client Relationship Manager
Account Manager
Broker Support Lead
> Ability to manage multiple client accounts simultaneously.
> Proficient in Microsoft Office (Word, Excel, Outlook).
> Fast internet connection and a professional home office setup.

Nice to Have
> Experience leading or mentoring mortgage operations teams.
> Experience creating SOPs, workflow documentation, or training materials.
> Experience managing offshore teams.
> Exposure to AI-powered workflow tools and automation platforms.
> Experience with Quickli, Podium, Simpology, MyCRM, or similar mortgage technologies.
> Cert IV in Finance & Mortgage Broking.

Education
A bachelor's degree in Business, Finance, Banking, Accounting, Management, or a related field is preferred but not required. We value extensive Australian mortgage experience, client relationship management, and operational leadership above formal qualifications.

What We Offer
> Competitive base salary based on experience
> HMO coverage
> Leave credits
> 13th Month Pay
> Career growth — we're building a 50+ person capability centre within 12 months