Loan Writer / Broker Assistant - Full-Time - AU Client - Sydney Hours

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TYPE OF WORK

Full Time

SALARY

25000

HOURS PER WEEK

40

DATE UPDATED

Aug 3, 2026

JOB OVERVIEW

**Are you the kind of person who notices what is missing before anyone has to ask?**

We are hiring a detail-focused Broker Assistant to support an experienced Australian mortgage broker. You will manage the administrative and document side of multiple loan files at the same time - making sure nothing stalls, nothing is missed, and the broker never has to chase you for an update.

This is a full-time, long-term role with structured training provided. The right person will grow into a trusted, independent operator over time.

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**What We Offer**

- Full-time, stable employment (40 hours/week, Monday to Friday)
- Salary: PHP 25,000/month depending on experience (estimate; final offer based on skills and background)
- Fully remote - work from home
- Structured onboarding with clear documentation and Loom video training
- A long-term role with one client - not agency-style or project-based
- Clear growth path from supported execution to independent file management
- A direct, organised client who communicates clearly and respects your time

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**What You'll Do**

- Send document requests to loan clients (ID, payslips, bank statements, fact finds)
- Track which documents have been received and which are still outstanding
- Follow up with clients every 2-3 days when items are missing - without being asked
- Save and organise files correctly in Dropbox
- Complete structured data entry accurately in CRM and lender systems once instructed
- Keep file status clearly documented so the broker always knows where each file is up to
- Manage multiple active loan files at the same time without letting any of them stall
- Group questions together and raise them in one clear message after making as much progress as possible

---

**Requirements**

Must-Have:

- Strong attention to detail - you check your work thoroughly before moving on
- Comfortable working with numbers, structured documents, and repetitive data-heavy tasks
- Proven proactive follow-up behaviour - you chase things without being reminded
- Clear written communication in English
- Experience working in a finance, compliance, or similarly structured admin environment
- Ability to follow instructions exactly and work accurately at pace
- You progress as far as possible before escalating any question or blocker

Nice-to-Have:

- Prior experience as a loan writer, broker assistant, or finance admin
- Familiarity with Australian mortgage terminology (LVR, DTI, deposits, repayments)
- Experience with CRM systems or structured data-entry tools (e.g. Infinity, ApplyOnline)

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**Tools You Will Use**

Outlook, Excel, Dropbox, Infinity CRM, ApplyOnline, WhatsApp/Slack/Teams

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**Schedule**

Monday to Friday, 9:00am - 6:00pm Sydney time (AEDT/AEST)

---

**This role is not for you if you:**

- Wait to be told what to do before taking action
- Need regular check-ins to stay on track
- Stop mid-task to ask questions you could work around
- Rely on AI tools instead of reviewing documents carefully yourself

If you take ownership seriously, work accurately, and follow through without being chased - we want to hear from you. Apply with your resume and a short note on why this role fits how you work.

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