Broker assistants for Australian finance brokers

OPPORTUNITY: Join Our Growing Team!

Are you highly organised, detail-oriented, quick to learn, and comfortable working independently or in a team?

Do you have a strong sense of ownership, a proactive mindset, and a solid work ethic?

If you also possess good English communication skills and enjoy working in a fast-paced environment—this role could be for you!

This is a genuine career opportunity with strong training support and excellent benefits.

About the Role

We re seeking a key member to join our Female only- Lending Team based in Melbourne, Australia. You will work closely with our brokers to assess residential mortgage and investment loan applications, evaluate client creditworthiness, and liaise with stakeholders including clients, lenders, solicitors, and settlement agents.

You will be responsible for managing key parts of the loan process—from collecting documents and preparing applications to ensuring compliance requirements and status updates are completed accurately and on time. You may also liaise with solicitors to coordinate and finalise property settlements.

This is a diverse and hands-on role, ideal for a professional, reliable, and forward-thinking individual

Key Responsibilities

Assist Australian finance brokers throughout the mortgage process (comprehensive training provided).

Collect necessary documents and prepare client loan applications.

Make outbound calls to clients, banks, BDMs, and referral partners to follow up on applications.

Request pricing discounts, order valuations, and arrange property reports.

Update CRM tracking systems to keep brokers informed of loan progress.

Coordinate with team members to ensure smooth workflow.

Ensure compliance with all regulatory obligations.