Join a fast-growing, Sydney-based mortgage brokerage delivering personalized home-loan solutions—trusted by a steadily expanding client base and backed by years of industry expertise.
The Opportunity
Step into a key role within a growing, high-performing mortgage brokerage where you’ll support brokers, streamline processes, and ensure smooth client journeys from application to settlement. This position offers hands-on responsibility, strong team support, and clear pathways for career progression in a close-knit, fast-moving environment.
Why join us?
- Proudly Great Place to Work® certified
- Celebrate globally: Company trips (2025: Hong Kong, 2024: Thailand), Culture Champs, Year-end parties, leadership awards & more
- Grow with stability: 100+ in our 10-Year Club by 2025
- Dynamic talent network: 2,000+ across APAC and beyond
- Competitive compensation with annual reviews
- Comprehensive medical care for you and your family
- Generous paid leave because work-life balance matters
- Level up with LinkedIn Learning and tailored training
- Flexible work setup
Staff Testimonial
“ Working here has been one of the best career decisions I’ve made. The team is incredibly supportive, the culture is genuine, and you’re trusted with real responsibility from day one”- Senior Broker, ASW Philippines
What You’ll Do
- Oversee the full post-approval process, including sending detailed approval and pre-approval confirmations to clients, ensuring MYCRM and broker updates are accurate, managing all settlement conditions with both clients and banks, and coordinating closely with the conveyancer throughout each stage.
- Supporting clients in completing loan documents and ensuring they are saved and filed correctly, continuously updating MYCRM with key milestones such as settlement dates and required documentation.
- Request and manage all valuations
- Complete and manage all pricing requests with banks, including escalations
- Prepare FHOG and Discharge Authority forms
- Manage all client half-yearly and annual reviews
- Proactively moving each deal through the pipeline from approval to settlement to ensure a smooth and timely completion
- Provide general support and coverage to all team members, assisting where needed
Key Criteria
- Bachelor’s degree in Finance, Business Administration, Economics, Accounting, or a related field.
- Minimum of 2 -3 years of experience supporting and working with an Australian-based mortgage broker.
- Strong written and verbal communication skills, demonstrated through professional email correspondence and client phone interactions.
- Ability to perform effectively in a high-pressure, fast-paced environment while maintaining accuracy and professionalism.
- Well-presented, detail-oriented, and committed to delivering high-quality client service.
- Solid understanding of the end-to-end home loan process, from initial inquiry through to settlement.
- Tech-savvy, with the ability to quickly learn and adapt to new software and CRM systems.
- Highly organized, with proven capability in multitasking and managing competing priorities.
- Mortgage or finance-related qualifications are an advantage
Work setup:
Manila (BGC, Taguig): Australian hours (6 am–3 pm PHT) with a full-time work-from-home set up.
