Job Description:
The ideal candidate has strong knowledge both in administrative and financial broking business. Below are the detailed duties and responsibilities.
JOB RESPONSIBILITIES
- Provide comprehensive administrative support to mortgage brokers.
- Liaise with clients to obtain information and documentation required for loan applications.
- Accurately enter and maintain client and application data within CRM systems and ApplyOnline.
- Coordinate with clients, lenders, solicitors, accountants, and other stakeholders to facilitate applications through to settlement.
- Provide timely updates to clients regarding the progress of their applications.
- Maintain current knowledge of lender policies, products, and industry requirements through ongoing training.
- Follow up with clients and stakeholders via phone and email to obtain outstanding information and documentation.
- Research and identify suitable lending solutions based on client requirements.
- Communicate with lender representatives to clarify application requirements and policy matters.
- Manage data entry across multiple systems, portals, and databases.
- Schedule and coordinate appointments, follow-ups, and stakeholder communications.
- Maintain accurate CRM records and ensure data integrity across internal systems. Manage email correspondence and support inbox administration.
- Loan Application Management Manage mortgage applications from submission to settlement.
Verify documents, complete assessments, and prepare lender requirements. - Lodge applications through CRM and ApplyOnline.
- Liaise with lenders and clients, providing updates and follow-ups.
- Support post-settlement activities and maintain accurate records.
WHO ARE WE LOOKING FOR?
- 3–5 years of end-to-end Australian mortgage loan processing experience.
- Degree in Business, Accounting, Finance, or a related field.
- Experience with Australian mortgage CRMs (e.g., Salestrekker, Mercury Nexus) and ApplyOnline.
- Strong understanding of Australian lending policies and compliance requirements.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office and Google Workspace.
- High attention to detail with strong analytical and problem-solving skills.
- Ability to manage complex files, meet deadlines, and work autonomously.
- Tech-savvy, adaptable, and process-driven.
- Highly organized, proactive, and able to thrive in a fast-paced environment.
What's On Offer?
- Permanent Work from home set up
- Performance Appraisal and Increase and Bonus (Merit based)
- Paid Time off
- Paid Australian Holidays
Technical Requirements (Independent Contractor Role)
- Reliable laptop/desktop (with at least one backup device)
- Noise-cancelling headset (for interviews and meetings)
- Stable internet connection with a backup (minimum 100 Mbps)
Three Peaks International is a Sydney based staffing solutions partner which provides local and virtual staffing solutions to Australian businesses through outsourcing, recruitment, and migration. Simply put, we help businesses grow by providing them the staff they need that gets the job done.
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