Brokers Assistant

• Research and shortlist lenders that align with client goals and credit policies
• Complete servicing calculators and prepare lender-specific strategy recommendations
• Prepare funding scenarios, valuation orders, and preliminary assessment reports
• Assist with ApplyOnline submissions and lender-specific documentation

• Liaise with clients, brokers, and lender BDMs from submission through to settlement
• Prepare and follow up on loan application notes, compliance documentation, and MIRs
• Maintain updates across CRM and client files, ensuring accuracy and consistency
• Prepare discharge authorities and facilitate document signing appointments with clients

• Deliver timely updates to clients, brokers, and stakeholders throughout the process
• Liaise with accountants, solicitors, and real estate agents to ensure all parties are aligned
• Ensure the loan journey is smooth and stress-free for clients from approval to settlement

• Provide general administration support to the team and help maintain a clean and organised office environment
• Participate in occasional off-site events, promotions, and internal conferences

• 3+ years’ experience in loan processing, para-broking, or mortgage support
• Strong knowledge of home loans, commercial finance, and SMSF lending
• A proactive, analytical mindset and exceptional attention to detail
• High-level communication and interpersonal skills
• Experience working with ApplyOnline, lender portals, and Google/Microsoft tools
• Certificate IV in Finance and Mortgage Broking (preferred but not essential)

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