1 administration office support jobs found in Remote

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...