AU Mortgage Para-Broker | ZR_731_JOB

This is a remote position.

• Financial Review & Analysis – Assess and verify income documents, calculate expenses, and determine borrowing capacity.
  
• Risk Assessment & Deal Structuring – Evaluate client financials, structure mortgage solutions, and ensure compliance with lender criteria.
  
• Credit Research – Investigate client credit history to identify potential risks or opportunities.
  
• Lender Research & Recommendations – Compare loan products from different banks and shortlist the most suitable options for clients.
  
• Loan Application Processing – Accurately input loan applications and financial details into CRM systems.
  
• Servicing Calculations – Use lender tools to calculate serviceability and ensure clients meet lending criteria.
  CRM & Data Entry – Maintain accurate records in MYCRM and other systems to track loan progress.
  
• Valuations & Compliance – Manage valuation requests and ensure all compliance checks are met.
  

Requirements

• Minimum 2 years of relevant experience in the Australian mortgage industry.
  
• Experience working for an Australian Client/Business is required.
  
• Mortgage Industry Knowledge – Strong understanding of loan structuring, lender policies, and financial analysis.
  
• Technical Proficiency – Experience using:
  
• MYCRM for loan application tracking
  
• AOL (ApplyOnline) for submitting applications
  
• Financial Analysis Tools for income assessment and servicing calculations
  
• Analytical & Problem-Solving Skills – Ability to assess financials, identify risks, and structure suitable mortgage solutions.
  
• Attention to Detail – High accuracy in document verification and data entry.
  
• Communication & Coordination – Ability to liaise effectively with brokers, lenders, and clients.
  
• Organizational Abilities – Strong time management skills to handle multiple applications and deadlines.
  
• Preferably has experience working with mortgage brokers or in a financial services environment.
  
• Familiarity with additional CRM or loan processing software.
  
• A proactive, problem-solving mindset with a client-focused approach.
  

Benefits

• Permanent Work-from-home setup
  
• Company-provided equipment
  
• Secondary Wi-Fi Modem
  
• 21 Leave Credits
  
• 100% conversion of UNUSED leave credits
  
• HMO on Day 1
  
• 13th Month Pay
  
• Grab Voucher every month
  
• Birthday Gift
  
• Loyalty Gift
  
• Christmas Gift
  
• Work-Life Balance
  
• Active employee engagements physically such as Christmas Party & Team Building, and virtual events such as town-hall with prizes.