Drive Loan Success in Australia s Leading Mortgage Brokerage Network
Southern Finance Group Pty Ltd isn t just another mortgage brokerage it s Australia s #1 recognized by The Adviser s Top 25 Brokerages and Australian Broking Awards. With 30 years of industry excellence they deliver trusted financial solutions through 1000 brokers and 35 lender partners. Their reputation is built on precision innovation and customerfirst thinking. Joining their team means building a global career gaining international exposure and being part of a company that empowers professionals to make their mark in the world of finance.
Job Description
As an AU Mortgage Broker Assistant you ll support loan processing by updating systems coordinating with clients and lenders preparing documents and ensuring application accuracy. Youll play a vital role in maintaining workflow efficiency meeting service standards and supporting brokers all while ensuring compliance and delivering excellent service throughout the loan process.
Job Overview
Employment Type: FullTime
Shift: Day Shift Mon Fri 06:00 AM 03:00 PM Weekends Off
Work Setup: Permanent Work From Home
Your Daily Tasks
- Update core loan processing systems (Broker Platform AOL Simpology etc. to ensure accurate data progress tracking and system maintenance
- Maintain and update CRM (HubSpot)
- Communicate directly with clients via phone and email
- Provide clients with progress updates every two days (minimum)
- Liaise directly with lenders via portal phone and email to submit documents follow up on status clarify eligibility check rates and answer inquiries
- Refer any creditcritical issues to the Mortgage Choice Franchisee/Manager
- Keep the Mortgage Choice Franchisee/Manager updated on all activities
- Coordinate with stakeholders such as solicitors conveyancers real estate agents and other lenders as needed
- Prepare and organize required client documents
- Upload documentation to appropriate Mortgage Choice systems (Google Drive Vault etc. in compliance with standards
- Remain responsive and available to discuss tasks with the Franchisee/Manager or respond to workflow tickets during working hours
- Communicate any issues that may affect SLA commitments or client outcomes
- Complete other tasks as directed by the Mortgage Choice Franchisee/Manager
- Ensure all loan applications are submitted with complete documentation
Requirements
The Qualifications We Seek
- Excellent attention to detail
- Minimum 2 3 years of professional work experience including at least 1 year in Loan Admin role
- Experience in both customer service and backoffice support functions
- Solid background in Australian mortgage processes and credit systems
- Handson experience with ApplyOnline
- Understanding of secure data handling protocols involving personal information
- Strong English communication skills (written and verbal)
- Customer service background and clientfocused mindset
- Proficient in Microsoft Office Google Drive email calendars and PDF tools
- Strong IT aptitude with the ability to learn new systems quickly
- Ability to follow complex loan structures and operational processes
- Capability to identify and recommend process improvements
Benefits
Exciting Perks Await!
- Day 1 HMO coverage with free dependent
- Competitive Salary Package
- Fully customized Emapta laptop with peripherals
- Permanent WFH arrangement
- Day shift schedule
- Fixed weekends off
- Unlimited upskilling through Emapta Academy courses (Want to know more Visit 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer!
- Exclusive Emapta Lifestyle perks (hotel and restaurant discounts and more!
- Unlimited opportunities for employee referral incentives across the organization
- Standard government and Emapta benefits
- Total of 20 annual leaves to be used on your own discretion (including 5 credits convertible to cash)
- Fun engagement activities for employees
- Mentorship and exposure to global leaders and teams
- Career growth opportunities
- Diverse and supportive work environment
Welcome to Emapta Philippines!
Join a team that values camaraderie excellence and growth. Recognized as one of the Top 20 Dream Companies of Filipinos in 2024 Emapta stands proudly alongside industry giants offering stability and exciting career opportunities. Your career flourishes here with competitive compensation international clients and a work culture focused on collaboration and innovation. Be part of the #EmaptaEra where global impact meets local comfort.
The Qualifications We Seek Excellent attention to detail Minimum 2 3 years of professional work experience, including at least 1 year in Loan Admin role Experience in both customer service and back-office support functions Solid background in Australian mortgage processes and credit systems Hands-on experience with ApplyOnline Understanding of secure data handling protocols involving personal information Strong English communication skills (written and verbal) Customer service background and client-focused mindset Proficient in Microsoft Office, Google Drive, email, calendars, and PDF tools Strong IT aptitude with the ability to learn new systems quickly Ability to follow complex loan structures and operational processes Capability to identify and recommend process improvements