AU Mortgage Broking Loan Processor | Hybrid Set-up w/ 40k Sign on Bonus
Take the next step in your career and be rewarded with a 5‑figure sign‑on bonus when you apply between April 1 and June 30, 2026.
Overview of the Role
The Mortgage Broking Assistant supports the mortgage broking team by managing complex loan applications and ensuring a smooth and timely process from submission to settlement. This role involves mentoring junior assistants, liaising with clients and lenders, and providing high-level administrative support.
Main duties include:
Coordinate and manage complex loan applications, including document preparation and submission.
Provide guidance and mentorship to junior mortgage broking assistants.
Maintain communication with clients, lenders, settlement agents, and other stakeholders to ensure a seamless loan process.
Manage post-settlement client care and follow-ups.
Ensure compliance with relevant banking and lending regulations.
Update and maintain CRM databases and other record-keeping systems.
Assist with process improvements to enhance operational efficiency and client satisfaction.
Requirements
Bachelor’s degree in Business, Finance, Accounting or related field.
Proven experience in mortgage broking or a related financial services role, with at least 3 years in a similar position.
Demonstrated ability to manage complex mortgage applications from start to finish.
Strong leadership skills with experience mentoring junior staff.
Excellent communication and interpersonal skills.
High level of attention to detail and ability to work under pressure to meet deadlines.
Proficiency with CRM systems such as MyCRM, ApplyOnline, or similar.
Knowledge of various lending products including asset finance, cash flow lending, debtor finance, and property finance is preferred.
Benefits
Salary increments on the 6th and 12th months, with annual performance appraisals
500K per incident HMO coverage + Dental & Optical benefits
Career growth opportunities
2-week paid Christmas vacation
25K Educational Assistance
Referral bonuses
Leave encashments
Company savings plan
Fixed Schedule of Mon-Fri from 7 AM to 4 PM
Employer questions
- How many years' experience do you have as a Broking Assistant?
- What's your expected monthly basic salary?
- How many years' experience do you have in the financial services industry?
- Which of the following types of qualifications do you have?
- How many years' experience do you have as a Loan Processor?
- Which of the following Microsoft Office products are you experienced with?
- Which of the following Customer Relationship Management (CRM) systems do you have experience using?
- How many years' experience do you have as a mortgage broker?
Company profile
ABOUT US
Virtual Business Partners (VBP) is a Cebu-based, Philippine-Australian company that provides business growth, consulting, and delivery capabilities to more than 200 financial services clients across Australia. After 8 years, and now with over 800 indispensable team members, VBP is committed to creating generational changes for our team and clients alike.
PASSION AND PURPOSE
VBP’s passion is to create change, and working with Financial Advisers in Australia means building financial well being for their customers now and in the future. VBP levers insights, and delivers flexibility for advisers by establishing best practice systems, processes, and teams. Delivering a human centered approach and creating opportunities for our team members is the core purpose of VBP. As VBP’s team members establish their careers, not simply jobs, they represent the company’s DNA and the value shared with clients.
OUR CLIENTS
We work with over 200 of the most progressive and dynamic businesses that are seeking to organically grow revenue and improve net profit margin.
WHAT WE OFFER
VBP is the market leader, and the only full scale bespoke provider, in business enhancement, consulting support, and delivering scale to the Australian financial services advice market. VBP leverages 8 years of service, plus the insights of an Executive team, each with 25 years expertise in building and scaling businesses:
● Business Analysis and Process design
● Practice Management
● Growth hacking
VBP WORKSPACE
We are located at the heart of Cebu City, the second largest metropolitan area in the Philippines by population, economy and land area - a significant center of commerce, trade, tourism, and education. Conveniently situated at the Mango Square building, VBP has 3 operating offices covering a total workspace of 3,088sqm. Since 2019, VBP's information Security Management System is certified according to ISO 27001:2013. In addition, in 2021, VBP has officially become Great Place To Work™ certified.
THE MANAGEMENT
David Carney (CEO and co-founder) brings over 25 years experience growing financial services businesses. A Certified Financial Planner, DC has the depth and experience of a practitioner. While as a Gazelles Certified business coach, DC has advised many of the leading financial advice businesses.
David Deegan (Director of Innovation and co-founder) shares a financial services and coaching pedigree. An E-Myth Mastery Coaching graduate, DD supported clients with a focus on business systems, processes and solutions to create growth.
VBP practices distributed leadership, confidently establishing capabilities throughout the teams - from the Executive, Senior Leaders, Line Managers to self-leading frontline Team Members.
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