Talentport

Administration Assistant - Mortgage Brokering (Australian Firm)

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: TYPE OF WORK

Full Time

: SALARY

25,000 - 35,000

: HOURS PER WEEK

40

: DATE UPDATED

Mar 2, 2026

JOB OVERVIEW

Virtual Assistant – Mortgage Brokerage Assistant and Admin Generalist. (Attention to detail is hyper critical)

Why work with Talentport?
We are an established Australian trade services group handling projects across construction, civil works and specialist maintenance, finance and marketing with a diverse array of clients.

Overview:
We are seeking a highly organised, proactive, and detail-oriented Virtual Assistant
to support our client and their growing mortgage brokerage business. The ideal candidate will possess
strong communication skills, hands-on experience with *Connective Mercury*, and the
ability to manage administrative tasks with precision and discretion as an essential requirement.

You will play a vital role in supporting brokers, assisting clients, and ensuring their loan processes
run efficiently from start to finish.

Key Responsibilities
1. Administrative Support (Critical Organisational Skills Required)
- Manage and respond to emails, calls, and messages from clients, lenders, and other stakeholders.
- Schedule meetings, client consultations, and follow-ups using calendar tools.
- Maintain organised digital filing systems for client documents and internal records.

2. Client Onboarding and Communication
Assist in gathering and organising client documentation (e.g., income
verification, credit reports, bank statements). Provide regular updates to clients regarding their loan status. Help clients understand the next steps in the mortgage process and address general inquiries.

3. Document Management
- Prepare and review loan application packets for completeness and accuracy.
- Track submission deadlines and follow up on outstanding documents.
- Ensure compliance with internal and external documentation standards.

4. CRM and Data Entry
- Use Connective Mercury to manage client data, track loan progress, generate compliance documents, and lodge applications.
- Maintain up-to-date records of loan pipelines, status updates, and compliance milestones.
- Generate reports and assist with monitoring broker KPIs through Mercury.

5. Lender Coordination
Liaise with banks, credit unions, and non-bank lenders to follow up on loan
applications. Track lender document requests and ensure timely responses.
Lodge supporting documents and manage correspondence via Mercury.

Required Skills and; Qualifications
- Experience using Connective Mercury CRM is preferred but not essential.
- Previous experience in mortgage broking, lending, or real estate preferred.
- Excellent verbal and written communication skills.
- High level of accuracy, discretion, and professionalism.
- Strong organisational and multitasking abilities.
- Proficient in tools such as Google Workspace, Microsoft Office, Zoom, and cloud file management (e.g., Dropbox, Google Drive).
Ability to work independently with minimal supervision.
- Understanding of Australian mortgage products and compliance processes is a strong advantage.

Work Schedule:
- Fully remote
- Flexible working hours
- 7am-3pm or 8am-4pm
- Full Time

A portfolio of showing your organisational skills will be highly regarded

SKILL REQUIREMENT

Mortgages Admin Data Processing Critical Thinking

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Talentport

Administration Assistant - Mortgage Brokering (Australian Firm)

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

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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