Mortgage Broker Assistant
Pear Tree.Pear Tree.

Mortgage Broker Assistant

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.

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.