高级抵押贷款经纪人助理（澳大利亚抵押贷款 | MyCRM）
Senior Mortgage Broker Assistant (AU mortgage | MyCRM)
职位：高级房贷经纪人助理
薪资范围：每月89,000菲律宾比索（最终金额由客户根据候选人的技能和经验决定）
工作时间：周一至周五，上午7:00至下午4:00菲律宾时间
工作方式：100%远程办公
假期：待定
简介
高级房贷经纪人助理在支持房贷经纪人方面起着关键作用，包括管理全流程贷款流程，确保符合澳大利亚贷款法规，并为客户提供、贷款人和内部利益相关者带来无缝体验。该职位需要丰富的行业知识、细致的注意力以及在最少监督下同时处理多个贷款文件的能力。
职责
贷款流程与行政管理
- 从提交到结算，管理全流程贷款申请过程
- 准备、审核并提交贷款申请给贷款人
- 进行服务计算和初步评估
- 确保贷款文件完整、准确，并符合贷款人和监管要求
- 跟踪贷款进度，并主动与贷款人、客户、律师和其他第三方跟进
客户与利益相关者支持
- 在贷款过程中作为客户的首要联系人
- 向客户提供清晰、专业的申请状态更新
- 与贷款人、评估师、律师和结算代理沟通
- 支持房贷经纪人进行客户预约、文件准备和结算后跟进
合规与质量保证
- 确保符合NCCP、ASIC和负责任贷款义务
- 在CRM系统中维护准确的客户记录和文件
- 协助审计、合规检查和流程改进
- 及时了解贷款人政策、信用指南和行业变化
流程改进与团队支持
- 识别改进工作流程和运营效率的机会
- 在需要时指导和支持初级经纪人助理
- 参与内部流程和最佳实践的开发
- 要求
- 必备条件
- 至少3–5年在澳大利亚房贷行业担任房贷经纪人助理或类似职位的经验
- 对澳大利亚贷款产品、政策和流程有深入了解
- 有与多家贷款人和聚合平台合作的经验
- 高度注重细节和出色的组织能力
- 优秀的书面和口头沟通技能
查看英文原文
Position:Senior Mortgage Broker Assistant
Salary range: Php 89,000/month (The final amount will be at the client's discretion based on the candidate’s skills and experience.)
Working Hours: Mondays to Fridays, 7:00am to 4:00pm Philippine Time
Work set-up: 100% Remote work
Holidays: TBD
OVERVIEW
The Senior Mortgage Broker Assistant plays a critical role in supporting Mortgage Brokers by managing end-to-end loan processing, ensuring compliance with Australian lending regulations, and delivering a seamless experience for clients, lenders, and internal stakeholders. This role requires strong industry knowledge, attention to detail, and the ability to manage multiple loan files simultaneously with minimal supervision.
RESPONSIBILITIES
Loan Processing & Administration
- Manage the end-to-end loan application process from submission to settlement
- Prepare, review, and lodge loan applications with lenders
- Conduct servicing calculations and preliminary assessments
- Ensure loan files are complete, accurate, and compliant with lender and regulatory requirements
- Track loan progress and proactively follow up with lenders, clients, conveyancers, and other third parties
Client & Stakeholder Support
- Act as a primary point of contact for clients throughout the loan process
- Provide clear, professional updates to clients regarding application status
- Liaise with lenders, valuers, solicitors, and settlement agents
- Support Mortgage Brokers with client appointments, documentation, and post-settlement follow-ups
Compliance & Quality Assurance
- Ensure compliance with NCCP, ASIC, and responsible lending obligations
- Maintain accurate client records and documentation in CRM systems
- Assist with audits, compliance checks, and process improvements
- Stay up to date with lender policies, credit guidelines, and industry changes
Process Improvement & Team Support
- Identify opportunities to improve workflows and operational efficiency
- Mentor and support junior broker assistants where required
- Contribute to the development of internal processes and best practices
Requirements
Essential
- Minimum 3–5 years’ experience as a Mortgage Broker Assistant or similar role within the Australian mortgage industry
- Strong understanding of Australian lending products, policies, and processes
- Experience working with multiple lenders and aggregators
- High attention to detail and strong organisational skills
- Excellent written and verbal communication skills
- Ability to manage multiple loan files and meet deadlines
- Proficiency in CRM systems and loan lodgement platforms
Desirable
- Certificate IV in Finance and Mortgage Broking or equivalent
- Experience supporting high-volume or complex loan portfolios
- Prior experience mentoring junior staff
Personal Attributes
- Proactive and solutions-focused
- Client-centric mindset
- Ability to work autonomously and as part of a team
- Professional, reliable, and confidential in handling sensitive information
Originally posted on Himalayas