Mortgage Broking Virtual Assistant (Australian Experience Required)

We're looking for an experienced Mortgage Broking Virtual Assistant to support a growing Australian mortgage brokerage. If you have experience assisting mortgage brokers, managing loan applications, liaasing with lenders, and using Australian mortgage software, we'd love to hear from you!

What You'll Do
Support mortgage brokers throughout the loan application process.
Prepare and lodge home loan applications.
Collect, review, and organize client documents.
Liaise with clients, lenders, solicitors, conveyancers, and other stakeholders.
Follow up on outstanding documentation and loan conditions.
Track loan applications from submission through to settlement.
Maintain accurate client records and CRM updates.
Prepare supporting documents and compliance paperwork.
Manage email s, calendars, and administrative tasks.
Provide exceptional customer service throughout the loan process.

What We're Looking For
Minimum 2 years of Australian mortgage broking experience.
Experience supporting Australian mortgage brokers or finance professionals.
Strong understanding of the Australian home loan process.
Experience with loan lodgements, application processing, and settlements.
Excellent written and verbal English communication skills.
Strong organizational and time management skills.
High attention to detail and accuracy.
Ability to manage multiple loan applications simultaneously.
Ability to work independently with minimal supervision.

Highly Regarded
Experience using MyCRM, Mercury Nexus, ApplyOnline, SalesTrekker, Podium, Infynity, LoanKit, or similar mortgage software.
Knowledge of Australian lender policies and compliance requirements.
Experience with client fact finds, serviceability assessments, and document collection.
Previous experience supporting an Australian mortgage brokerage remotely.

To help us shortlist qualified applicants, please answer the following questions in your application:
How many years of Australian mortgage broking experience do you have, and which mortgage brokerage or finance businesses have you supported?
Which mortgage broking software or CRMs have you used? (e.g., MyCRM, Mercury Nexus, ApplyOnline, SalesTrekker, Infynity, LoanKit, Podium, etc.)
Which stages of the mortgage process have you handled? (e.g., client onboarding, fact finds, document collection, loan lodgement, lender follow-ups, pre-approval, settlement, post-settlement support.)
Which Australian lenders have you worked with, and what were your primary responsibilities when managing loan applications?