Virtual Broker Assistant

Role Overview

The Broker Assistant provides end-to-end administrative and operational support to mortgage and finance brokers. The role focuses on managing loan application workflows, client documentation, lender communication, CRM updates, and compliance requirements to ensure applications progress efficiently from enquiry through to settlement.

Key Responsibilities

• Support brokers with loan application preparation, lodgement, and tracking
• Liaise with lenders, valuers, and third parties for application updates
• Manage client onboarding, document collection, and follow-ups
• Maintain accurate records in CRM systems (e.g. Salestrekker)
• Upload, file, and index documents in CRM and cloud storage (OneDrive)
• Track conditional approvals, formal approvals, and settlements
• Book valuations and chase lender SLAs
• Prepare daily and weekly status updates for the broker
• Ensure all files meet compliance and documentation requirements

Tools & Systems

• CRM platforms (e.g. Sales trekker)
• Apply Online / NextGen
• Microsoft Office / Google Workspace
• Outlook / Calendly
• Docusign / Adobe Sign
• Bankstatements.com.au / Illion

Compliance & Accuracy

• Ensure VOI, Credit Guide, Privacy Consent, and Credit Proposal are completed and stored
• Maintain accurate file notes and audit trails
• Handle client data with confidentiality and professionalism
• Keep brokers informed of all material updates and changes

Key Skills & Attributes

• Strong organisation and attention to detail
• Proactive and able to anticipate next steps in the loan process
• Clear, professional written communication
• Ability to manage multiple files and deadlines
• Comfortable working with systems, portals, and lender platforms
• Willingness to ask questions and follow processes accurately

Work Schedule

• Monday to Friday | Business hours (aligned to broker requirements)