Job Overview

A growing Australian mortgage brokerage is seeking a detail-oriented and operationally strong Mortgage & Finance Operations Administrator to support application processing and compliance workflow management. This role is integral to ensuring loan files are accurate, compliant, and submission-ready. You will be responsible for supporting the brokerage through efficient document collection, accurate CRM data entry, and lender coordination. If you are highly organized, process-driven, and confident communicating with clients, this is the perfect opportunity to grow within the Australian finance sector.

Client Overview

Our client is a dynamic mortgage brokerage based in Sydney, Australia. They pride themselves on providing seamless lending solutions to their clients. The team values operational excellence and maintains high standards for audit readiness and compliance. This is a supportive environment that rewards accuracy and a proactive approach to file management.

Schedule

• Monday - Friday, 8:30 AM – 5:30 PM AEST (Sydney Time), with 1-hour unpaid break (40 hours per week)

Independent Contractor Perks

• Permanent work-from-home setup
• Immediate hiring
• Health Insurance Coverage for eligible locations 

Responsibilities

• Document Management: Collect and review client supporting documents (bank statements, payslips, IDs) to ensure they meet lender requirements.
• Client Engagement: Speak with clients to gather basic fact-finding information and conduct consistent follow-ups for outstanding documents.
• CRM Data Entry: Accurately input and maintain client data within the CRM system to ensure a "single source of truth" for every application.
• Loan Submission Prep: Prepare basic broker notes for loan submission and coordinate follow-ups between lenders and clients.
• Compliance & Auditing: Maintain clean and organized digital filing systems in line with strict naming conventions, ensuring all files are audit-ready.
• Workflow Coordination: Manage multiple files and deadlines simultaneously, ensuring no application stalls in the pipeline.

Requirements

• Experience in mortgage processing, finance administration, or a similar lending environment.
• Alternative Experience: Professionals with strong admin and CRM experience in accounting, legal, or real estate are encouraged to apply.
• Exceptional attention to detail and accuracy.
• Confidence speaking with clients over the phone and handling professional follow-ups.
• Strong proficiency in using CRM systems and digital filing platforms.
• Excellent written and verbal English communication skills.

Qualifications

• Experience supporting Australian mortgage brokers (Highly Preferred).
• Familiarity with Australian lender submission processes (e.g., ApplyOnline/AOS) (Nice to Have).
• Understanding of Australian credit compliance and NCCP Act requirements (Nice to Have).

Side Note

This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.

Reminder

Please follow the provided link to BruntWork’s Career Site to finish your initial application requirements, including the assessment questions, technical check, and voice recording. Submissions with all requirements fulfilled will receive priority review.