Support financial performance and pricing strategy across retail network relationships by conducting analysis, managing pricing commitments, and collaborating with internal and external stakeholders.
Mortgage Broker Assistant - 174
📜 Description
- Manage the full lifecycle of a loan from initial application through to settlement, ensuring all milestones are met with strict adherence to deadlines.
- Expertly utilize MyCRM and Apply Online to input data, track applications, and maintain immaculate digital records.
- Proactively order property valuations and initiate pricing requests with lenders to secure competitive outcomes for clients.
- Review and package loan documents to ensure 100% accuracy and compliance with lender requirements and Australian credit regulations.
- Act as a primary point of contact for lenders, solicitors, and real estate agents to resolve queries and expedite approvals.
- Provide proactive, professional updates to clients in impeccable English, ensuring a world-class customer service experience.
🛠️ Requirements
- Industry Experience: Minimum 2–3 years of direct experience in an Australian Mortgage Broker Support or Loan Processing role.
- Immediate Readiness: Must be able to "hit the ground running" with minimal training investment required.
- Technical Proficiency: Advanced, hands-on experience with MyCRM and Apply Online is mandatory.
- Process Knowledge: Comprehensive understanding of the Australian lending landscape, specifically the valuation and pricing request workflows.
- Communication: Exceptional verbal and written English skills; ability to represent the firm professionally to high-net-worth clients and institutional lenders.
- Strong analytical skills with an eye for detail regarding credit policy nuances.
- Experience across a diverse lender panel (Major Banks vs. Boutique/Non-conforming lenders).
- High level of digital literacy and an interest in optimizing back-office efficiency.
Full job description
Position: Mortgage Broker Assistant
Salary: PHP 70,000 - 75,000/month
Working Hours & Conditions: Aligned with Australian hours; full-time (remote)
Holidays: AU Holidays
ABOUT THE COMPANY:
Illumina Finance is a specialized commercial mortgage brokerage and financial consultancy based in Sydney, Australia. The firm serves as a strategic intermediary for sophisticated property investors and developers, focusing on complex commercial lending and debt advisory. With a deep understanding of the Australian credit market, they provide tailored funding solutions for commercial acquisitions, construction projects, and specialized asset classes. Their approach centers on navigating the intricacies of non-bank and institutional lending to secure competitive capital structures for high-net-worth clients and corporate entities.
OVERVIEW:
We are seeking a highly experienced Mortgage Broker Assistant to serve as the backbone of back-office operations. This is a critical "plug-and-play" role designed for a professional who can manage the end-to-end loan pipeline with precision, allowing the Principal Broker to focus exclusively on strategic sales and client-facing advisory.
RESPONSIBILITIES:
- End-to-End Loan Processing: Manage the full lifecycle of a loan from initial application through to settlement, ensuring all milestones are met with strict adherence to deadlines.
- Platform Management: Expertly utilize MyCRM and Apply Online to input data, track applications, and maintain immaculate digital records.
- Operational Coordination: Proactively order property valuations and initiate pricing requests with lenders to secure the most competitive outcomes for clients.
- Compliance & Documentation: Review and package loan documents to ensure 100% accuracy and compliance with lender requirements and Australian credit regulations.
- Stakeholder Liaison: Act as a primary point of contact for lenders, solicitors, and real estate agents to resolve queries and expedite approvals.
- Client Communication: Provide proactive, professional updates to clients in impeccable English, ensuring a world-class customer service experience.
- Pipeline Oversight: Monitor the workflow to identify potential bottlenecks, ensuring no file sits idle and maintaining a high conversion rate from submission to settlement.
Requirements
QUALIFICATIONS:
- Industry Experience: Minimum 2–3 years of direct experience in an Australian Mortgage Broker Support or Loan Processing role.
- Immediate Readiness: Must be able to "hit the ground running" with minimal training investment required.
- Technical Proficiency: Advanced, hands-on experience with MyCRM and Apply Online is mandatory.
- Process Knowledge: Comprehensive understanding of the Australian lending landscape, specifically the valuation and pricing request workflows.
- Communication: Exceptional verbal and written English skills; ability to represent the firm professionally to high-net-worth clients and institutional lenders.
PREFERRED SKILLS (nice to have):
- Strong analytical skills with an eye for detail regarding credit policy nuances.
- Experience across a diverse lender panel (Major Banks vs. Boutique/Non-conforming lenders).
- High level of digital literacy and an interest in optimizing back-office efficiency.
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