Mortgage broker assistant

A mortgage broker assistant supports a mortgage broker with the administrative and client-service side of arranging home loans. They usually don’t give formal credit advice themselves, but they help keep applications moving smoothly.

Common tasks include:

• Collecting documents from clients
  (pay slips, bank statements, ID, tax returns)

• Preparing loan application paperwork

• Entering data into lender systems and CRM software

• Following up with banks, lenders, solicitors, and clients

• Checking applications for missing information

• Booking appointments and managing the broker’s calendar

• Tracking loan progress from application to settlement

• Answering basic client questions and providing updates

• Ordering property valuations or supporting documents

In Australia, the role is often called:

• Loan Processor

• Client Services Manager

• Mortgage Administrator

• Lending Assistant

A typical workflow might look like:

1. A client wants to buy a home in Melbourne

2. The mortgage broker recommends suitable loan options

3. The assistant gathers paperwork and submits the application to lenders like NAB or Westpac

4. The assistant keeps the client updated until settlement

Skills that help in the role:

• Attention to detail

• Organisation and time management

• Customer service

• Basic understanding of lending and finance

• Familiarity with mortgage software and banking systems

It’s often an entry point into the mortgage or finance industry, and many assistants later become full mortgage brokers themselves.

Mortgage Broking Assistant

As the Mortgage Broking Assistant, I am responsible for supporting our Finance and Mortgage Broker throughout all facets of the lending process whilst providing our clients with excellent customer service

Key Duties
• Meet with clients in conjunction with our Broker to assist with creation and implementation of new loan structures
• Management and data entry of client information into our client management system ACT
• Undertake loan pre-assessment calculations to ensure credit worthiness
• Preparation of credit documents for submission to the credit team for approval
• Lodgment of loan applications via Podium and Apply-on-line
• Following the loan process from initial application through to settlement by liaising with key stakeholders to achieve a positive outcome in a timely manner
• Provide a high level of customer service to clients keeping them updated throughout the process
• Liaise with lenders, solicitors, accountants and other appropriate third parties regarding mortgage applications
• Handle general client enquiries
• Provide post settlement support for clients
• Ensure compliance obligations are being met