Mortgage Broker Assistant

We’re looking for a reliable and detail-oriented assistant to support a busy mortgage broker with daily admin and client communications. This is a great role for someone who’s self-motivated, organised, and looking for flexible remote work with consistent tasks.


What you’ll be doing:

Screening incoming leads by phone (short 5–10 minute calls)
Following up with leads and clients via phone and email
Requesting, collecting, and organising client documents
Creating and maintaining client profiles in our system
Assisting with basic admin tasks to support the loan application process
Updating the broker on lead/client status and task progress


What you’ll need:

A laptop and stable internet connection
Fluent spoken and written English
Availability to make calls between 9am–6pm (Mon–Fri, AEST)
Strong organisational and communication skills
A professional and friendly phone manner
Ability to follow procedures and meet deadlines


Bonus (but not required):

Experience in finance, mortgage broking, or customer service
Familiarity with cloud storage (Google Drive, Dropbox) and CRM systems


What we provide:

Web-based phone system (no personal number needed)
Full training and ongoing support
Clear instructions and templates for all tasks


Benefits:

Work from home
Flexible hours (tasks can be managed around your schedule, as long as calls are made within business hours)
Supportive and friendly working environment