Senior Broker Service Specialist (AU Mortgage, WFH) - Remote

Overview

The purpose of a Senior Broker Service Officer (SBSS) is to assist Australian mortgage brokers with administrative tasks to prepare, process and track loan applications. The role requires you to communicate with relative stakeholders, prepare documentation, keep systems and CRMs updated, and follow a loan application from pre-submission to post approval within required timeframes.

In Short

• Assist Australian mortgage brokers with loan applications.
• Communicate with stakeholders and prepare necessary documentation.
• Keep systems and CRMs updated.
• Follow loan applications from pre-submission to post approval.
• Ensure a smooth customer experience.
• Document management and compliance checks.
• Data entry into MyCRM and other platforms.
• Calculate income for loan applicants.
• Assist in researching lenders.
• Participate in generating application paperwork.

Requirements

• Bachelor’s Degree in a relevant course.
• More than 4 years of experience in the Australian mortgage broking industry.
• Experience with CRM software like MyCRM.
• Proficient in Google Workspace and Microsoft Office.
• Experience with project/task management tools.
• Experience with LMG brokerage and MyCRM software.

Benefits

• One-month onsite paid training program.
• Flexible work setup: Work from Home or Hybrid.
• Competitive salary package and performance reviews.
• Opportunity to attend events and travel to Australia.
• Chance to earn your CERT IV in Mortgage Broking and Finance.
• Access to knowledge base tools and training library.