About the job
Become a vital member of a distinguished Australian boutique mortgage brokerage renowned for its expertise in complex lending and innovative low-documentation solutions tailored for the self-employed sector. Our mission is to expertly navigate non-standard financial frameworks while delivering personalized strategies for clients with diverse property investments. As an Administration Assistant, you will be an integral part of our operations, facilitating a smooth document collection process and aiding in the provision of expert-driven loan solutions that empower entrepreneurs to reach their financial aspirations.
RESPONSIBILITIES:
- Pipeline Management: Supervise the early phases of the loan lifecycle by establishing new client profiles within Broker Engine and initiating document upload requests.
- Document Coordination: Oversee the comprehensive collection of financial documentation, meticulously reviewing incoming files for precision and completeness.
- Client Communication: Serve as a professional liaison for clients, providing clear updates and consistent follow-ups to ensure all required information is properly uploaded.
- Application Support: Collaborate closely with the Administration Manager to prepare and finalize loan applications, ensuring compliance with lender requirements.
- Team Collaboration: Work alongside sales and deal-generation teams to streamline the transition from lead to application, maintaining high momentum for each file.
- Process Optimization: Proactively identify inefficiencies in administrative workflows and propose enhancements to boost efficiency and improve client experience.
- Executive Support: Carry out ad-hoc administrative tasks as directed by the Company Directors to support the strategic goals of the firm.
- Professional Development: Engage in ongoing coaching and mentoring sessions to sharpen your skills in complex lending structures and mortgage administration.

