At a Glance
- Tasks: Manage post-settlement administration and support mortgage brokers with client portfolios.
- Company: Boutique finance firm focused on personalised client care.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Ideal for proactive individuals who thrive in a dynamic finance environment.
- Why this job: Take ownership of client relationships and make a real impact in mortgage broking.
- Qualifications: 3–7+ years in mortgage administration or broker support, with strong organisational skills.
The predicted salary is between 47250 - 57750 $ per year.
This is an excellent opportunity for an experienced mortgage broking support professional to join a boutique finance business, supporting four established Mortgage Brokers with the ongoing management of their existing client and loan portfolios.
This is not an end-to-end loan processing role. The focus is firmly on what happens after settlement – ensuring existing clients are proactively looked after, loan reviews happen when they should, records remain accurate and the brokers have clear visibility across their portfolios.
The role
- Coordinating regular loan reviews and client health checks
- Managing upcoming reviews, key dates, outstanding actions and follow-ups
- Liaising with existing clients for updated information and documentation
- Supporting pricing reviews and other lender/BDM enquiries
- Coordinating variations, discharges, refinances and other post-settlement requirements
- Maintaining accurate client and loan information across CRM, aggregator and lender systems
- Identifying clients due for review and ensuring opportunities are brought to the brokers’ attention
About you
We’re looking for someone who already understands the mortgage broking and residential lending environment and can confidently manage a busy existing loan portfolio. Ideally, you’ll have 3–7+ years’ experience in mortgage administration, broker support, post-settlement support or residential lending. You’ll be highly organised, comfortable dealing with clients, brokers, lenders and BDMs, and confident using mortgage broking CRM, aggregator and lender platforms. Most importantly, you’ll be proactive and accountable. This is a role for someone who takes ownership of reviews and follow-ups and makes sure nothing falls through the cracks.
For an experienced person who enjoys the client and portfolio side of mortgage broking but doesn’t necessarily want to spend their day processing new applications, this is a great opportunity to take ownership of an important function within an established business.
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