Back Office Support - Mortgage Broking CG (008-00376)

Looking for Philippines-based candidates

Job Role: Back Office Support – Mortgage Broking

Compensation range: $2,000 AUD - $2,200 AUD / Monthly

Engagement type: Independent Contractor Agreement

Work Schedule: This role is expected to align with the AU business hours (approx. 9 AM - 5 PM, Monday to Friday) for collaboration, but as a contractor, you’ll have flexibility in how you manage your time.

Who We Are: At Hunt St, we help Australian companies hire top remote talent in the Philippines. For this role, you will be engaged directly by the client as an independent contractor. We are not an outsourcing agency. All of our roles are 100% remote so you'll be able to work from home.

Who The Client Is: A specialist finance brokerage dedicated to helping everyday Australians access home, personal and commercial lending solutions with clarity and care. From first-home buyers to small business owners, our team takes time to understand your vision and sources the right loan products to suit your goals.

Role Overview: We are seeking a detail-oriented and proactive Back Office Support – Mortgage Broking professional to support our mortgage broking team throughout the client journey, from initial enquiry through to settlement and post-settlement retention.

Working closely with the Broker and Service Manager, you'll be responsible for managing client onboarding, reviewing and validating supporting documentation, maintaining CRM records, coordinating valuations and pricing requests, supporting compliance requirements, and ensuring every file is accurate, complete, and ready for submission. This role is ideal for someone who thrives in a structured environment, enjoys working with documentation and processes, and takes pride in delivering accurate, high-quality work.

Key Responsibilities: 

• Support the end-to-end client onboarding process by collecting, verifying, and maintaining accurate client information and documentation.
• Set up and maintain client records in MyCRM and Outlook, including sending onboarding documentation such as Credit Guides, Privacy Consent Forms, Online Fact Finds, Smart Data requests, and document requests.
• Monitor the completion of client documentation, follow up outstanding requirements, review Online Fact Finds for accuracy, and ensure all required information has been received before progressing the application.
• Order and review credit reports, ensuring liabilities are disclosed, identifying adverse credit history where applicable, and preparing missing information requests for broker review.
• Download, organise, rename, and securely maintain client documents while ensuring sensitive information such as TFNs and CRNs is removed.
• Validate supporting documents against lending and compliance requirements, including bank statements, payslips, credit reports, existing lending facilities, and minimum documentation checklists.
• Update client information within MyCRM, upload supporting documentation, and prepare files within the Quickli Servicing Tool to support broker assessment and lender research.
• Coordinate upfront property valuations and lender pricing requests, review completed valuations for adverse findings, and maintain accurate records within client files.
• Support settlement activities by updating loan and property information, completing final compliance checks, maintaining property watchlists, and ensuring client records remain accurate.
• Assist with post-settlement retention activities, including annual reviews, equity reports, lender pricing reviews, and client retention initiatives.
• Maintain high standards of accuracy, confidentiality, compliance, and documentation throughout every stage of the mortgage process while proactively supporting brokers and identifying potential issues before submission.

Required Skills and Qualifications:

• Previous experience in mortgage broking, mortgage processing, loan administration, banking operations, or a similar back-office support role.
• Experience managing mortgage applications from client onboarding through settlement and post-settlement support.
• Strong understanding of mortgage documentation, income verification, credit reports, lender requirements, and supporting documentation.
• Working knowledge of Australian mortgage compliance requirements, including NCCP, Best Interests Duty (BID), and AML/CTF.
• Experience reviewing bank statements, payslips, liabilities, valuations, and supporting financial documents.
• Strong organisational skills with the ability to manage multiple files while meeting deadlines.
• Excellent attention to detail with a commitment to maintaining accurate records and identifying discrepancies.
• Strong written and verbal English communication skills.
• Analytical, proactive, and capable of working independently within established processes.

Tools to Use

• MyCRM
• Quickli Servicing Tool
• Microsoft Outlook
• Microsoft Teams
• Smart Data
• Online Fact Find (OFF)
• File Invite
• Property Hub / Cotality
• RP Data
  

Work Arrangement & Expectations:

This is a remote role that will be set up as an independent contractor engagement.

To ensure alignment and transparency, successful candidates will be expected to:

• Disclose any existing ongoing roles or client work
• Reflect this engagement on their LinkedIn profile (clearly marked as “Independent Contractor”)