Role Description This role is open only to applicants who live in Australia and hold Australian citizenship or permanent residency (full working rights required). This job is suitable for someone either: - Wants to become a broker - Has industry experience but prefers to stay in client services as opposed to becoming a broker We do have physical offices in WA, so if you prefer a hybrid office/work-from-home situation and you're in WA, we can likely accommodate that. Key Responsibilities - Own the customer experience—answer queries, gather docs, manage expectations - Prepare and lodge applications (home, asset, personal, or business loans) - Liaise with lenders to push files to unconditional approval and settlement - Maintain CRM data and compliance check-lists - Spot process improvements and help refine our playbook Qualifications - Prior experience in client services, loan processing, or mortgage broking - Confident, native-level English communication (phone & written) - Strong problem-solving skills and attention to detail - High self-discipline—you thrive in a remote set-up - Familiarity with Australian lender policies and NCCP / responsible-lending rules - Bonus points for experience with ApplyOnline, Mercury, Salestrekker, or similar - A finance/business degree is welcome but not essential Requirements - Proven experience in client services or mortgage broking, preferably in a remote work environment - A Bachelor's degree in finance, business administration, or a related field is desirable however not mandatory - Excellent communication and interpersonal skills with a confident phone manner - Strong problem-solving abilities and creative thinking skills - High level of self-discipline and ability to work independently - Proficiency in Microsoft Office and other relevant software applications - Familiarity with the Australian mortgage market and regulations - Passionate about helping clients achieve their financial goals Benefits - True location & schedule flexibility - Down-to-earth teammates who value balance and results - Annual in-person get-together (optional) - Ongoing training, mentorship, and the chance to step into a broker role down the track - Base salary: $52,000 – $70,000 + Super - Self-introduced loans: earn 20% of the upfront commission on any deals you bring in—no strings attached

Role Description We are seeking a highly detail-oriented Mortgage / Finance Virtual Assistant with experience in broker support, loan processing, and CRM/data entry systems. The VA will support a busy mortgage broker in managing client applications, updating loan files, preparing and maintaining documentation, and ensuring all broker systems are accurately updated and compliant. This is a fast-paced, analytical, and systems-heavy role that requires accuracy, confidentiality, and strong understanding of mortgage broking workflows. Qualifications - Prior experience as a Mortgage Broker Assistant / Finance VA / Loan Processor - Familiarity with mortgage workflows and documentation requirements - Experience using CRM or broker systems (Mercury, Connective, Planline or similar) - Strong data entry and analytical skills - Excellent attention to detail - Ability to work independently with minimal supervision - Strong communication skills (written English) Requirements - Must have Australian mortgage industry experience (preferred) - Exposure to loan servicing calculators (preferred) - Experience working in broker aggregator environments (preferred) - Previous remote VA experience (preferred) Benefits - Flexible working hours (20 hours per week) - Work from home opportunity - Access to company tools and systems Company Description Finance / Mortgage Broking Business

• Managing complex calendars, scheduling appointments, and coordinating meetings for senior executives and management team members • Handling confidential and sensitive information with discretion and professionalism • Drafting and editing correspondence, reports, presentations, and other documents as needed • Serving as a primary point of contact for internal and external stakeholders, including clients, vendors, and partners • Coordinating travel arrangements and accommodations for executives and management team members • Providing administrative support for special projects, events, and initiatives as assigned.

• Managing complex calendars, scheduling appointments, and coordinating meetings for senior executives and management team members. • Handling confidential and sensitive information with discretion and professionalism. • Drafting and editing correspondence, reports, presentations, and other documents as needed. • Serving as a primary point of contact for internal and external stakeholders, including clients, vendors, and partners. • Coordinating travel arrangements and accommodations for executives and management team members. • Providing administrative support for special projects, events, and initiatives as assigned.