AU Mortgage Broking Virtual Assistant

About the Role

The Mortgage Broking Virtual Assistant involves managing client documentation, supporting loan applications by handling credit analysis and related processes, and preparing necessary forms for lenders. You’ll be responsible for conducting thorough financial assessments to determine clients’ needs and evaluate suitable funding options. Additionally, the role requires maintaining up-to-date client information in the CRM and coordinating with banks, solicitors, and clients to facilitate smooth and timely transactions.

Ideal Candidate (Must Have Requirements)

• Must have completed 2 years in college (any course). Having Cert IV in Finance and Mortgage Broking is a plus
• With at least 1 year of solid experience supporting an Australian Mortgage Broker or Broking Firm
• With solid experience using mortgage broking CRMs or software like MyCRM, FLEX, Mercury, Infinyty, SalesTrekker, or ApplyOnline
• Experience with the end-to-end Mortgage Loan Process
• Excellent verbal and written communication skills and strong research skills
• Employee work set-up will be dependent on the client’s discretion

Tasks and Responsibilities

• Collecting, preparing, verifying, and maintaining all necessary client work papers and information
• Assist in the Loans Application Process (Loans processing, credit analysis, parabroking, etc.)
• Preparation of lender application form and DA forms
• Conduct needs analysis, product assessment, and funding position based on the client’s situation
• Manage, review, and update client data in the CRM
• Liaising with banks, solicitors, and clients as necessary