Mortgage Virtual Assistant

Job Summary:
We’re taking on a detail-oriented Mortgage Loan Processing Specialist to support a growing mortgage broking business. You’ll move client scenarios from the first file handover through to loan submission - researching lender options, running servicing calculations, preparing loan recommendation summaries, and managing document collection. You’d be a natural fit if you have hands-on lending or loan processing experience, act on your own initiative, and write clearly to clients and lenders.

Key Responsibilities:

• Go through new client files, supporting documents, and scenario summaries from the broker
• Research and compare lender products to find the most suitable loan options for each client
• Run servicing and serviceability calculations, including buffer assessments, across shortlisted lenders
• Write clear loan option summaries and recommendations for the broker to review before they go to the client
• Enter data accurately and lodge loan applications in the CRM system
• Gather required documents from clients by email, with the broker copied on all correspondence
• Chase outstanding documents and information so applications keep moving
• Support credit assessment and valuation requirements through to submission
• Keep digital client files and application records organized and up to date
• Offer ideas and suggest improvements to existing processes and workflows

Mandatory Skills:

• Minimum 1-2 years of experience in loan processing, mortgage brokerage support, or lending operations
• Solid understanding of the loan process end to end: document collection, credit assessment, valuations, and submission
• Experience running servicing calculations and comparing lender products
• Ability to write loan summaries and recommendations
• Confident with CRM and system data entry and quick to learn new platforms
• Excellent written English for professional client-facing email communication
• High attention to detail and accuracy with financial documents and figures
• Proactive and self-starting - able to take a file and run with it without step-by-step instructions
• Organized, conscientious, and self-managing
• Strong communication skills

Preferred Skills:

• Experience supporting Australian mortgage brokers or familiarity with Australian lenders and lending policy
• Background in banking, financial services, or credit
• Familiarity with broker CRM platforms and lender servicing calculators
• Experience handling several active loan files at once
• Comfortable proposing better ways of doing things and improving existing workflows

Why Join Us:
This is an opportunity to join a small, close-knit team where your work has a clear and direct effect on the business. You’ll work alongside an experienced finance professional who values initiative, shares knowledge freely, and welcomes new ideas from everyone. There’s real room to grow, with the role expanding as the business does.