NOW HIRING | Mortgage Broker Virtual Assistant (Australian Experience Required)

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: TYPE OF WORK

Any

: SALARY

40000-50000php

: HOURS PER WEEK

TBD

: DATE UPDATED

Aug 3, 2026

JOB OVERVIEW

I am looking for an experienced Mortgage Broker Virtual Assistant to provide administrative and operational support to a growing Australian mortgage brokerage. This role is ideal for someone with hands-on Australian mortgage industry experience who can manage loan processing, client communication, compliance documentation, and lender follow-ups while ensuring an exceptional client experience.

Please send your updated CV and answer the following:

Subject Line: Mortgage Broker Virtual Assistant Application
First Line: How many years of Australian Mortgage Broker Virtual Assistant experience do you have?
Second Line: Which mortgage software and lender portals have you used? (e.g., Mercury Nexus, ApplyOnline, MyCRM, Salestrekker, AOL, Flex, Podium, or other CRM/lodgement platforms)

Key Responsibilities
Provide administrative support to Mortgage Brokers throughout the loan application process.
Prepare, organize, and maintain client documentation for loan applications.
Collect and verify supporting documents, ensuring all compliance requirements are met.
Liaise with clients, lenders, solicitors, conveyancers, and other stakeholders to obtain required information.
Submit loan applications through lender portals and monitor application progress.
Follow up with lenders regarding application status, outstanding conditions, and settlements.
Maintain accurate client records within the CRM and mortgage software.
Schedule appointments, manage calendars, and coordinate broker meetings.
Prepare loan servicing calculations, application forms, and supporting documentation.
Ensure compliance with Australian lending regulations and internal procedures.
Respond to client enquiries professionally via phone, email, and SMS.
Create and maintain process documentation and standard operating procedures (SOPs).
Provide general administrative support and assist with business process improvements as required.

Requirements
Proven Australian Mortgage Broker Virtual Assistant experience is essential.
Strong understanding of the Australian mortgage application process from pre-approval through settlement.
Experience using Australian mortgage CRM and loan lodgement platforms such as Mercury Nexus, ApplyOnline, MyCRM, Salestrekker, Flex, Podium, or similar.
Experience working with Australian lenders and understanding lender documentation requirements.
Knowledge of Australian lending compliance and mortgage documentation.
Excellent organizational skills with strong attention to detail.
Excellent written and verbal English communication skills.
Ability to manage multiple loan files and meet deadlines.
Highly proactive and capable of working independently with minimal supervision.

Nice to Have
Experience supporting multiple Mortgage Brokers simultaneously.
Knowledge of residential, investment, refinancing, and construction loans.
Experience with lender servicing calculators and product comparison tools.
Previous experience working remotely with Australian mortgage brokers.
Basic bookkeeping or administrative experience within the Australian finance industry.
Experience creating SOPs and improving internal workflows.

Benefits:
Daytime shift
Permanent work from home
HMO

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NOW HIRING | Mortgage Broker Virtual Assistant (Australian Experience Required)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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