Take the next step in your career and be rewarded with a 5‑figure sign‑on bonus when you apply from August to September 2026.Overview of the RoleThe Senior 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.RequirementsBachelor’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.BenefitsSalary 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
Take the next step in your career and be rewarded with a 5‑figure sign‑on bonus when you apply from August to September 2026.
Overview of the Role
The Senior 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
ABOUT USVBP is an Australian company with operations in the Philippines that provides business growth, consulting, and delivery capabilities to more than 260 of the most innovative and disruptive financial services firms across Australia.Our consulting-led approach leverages services in strategy, process improvement, intelligent automation, data analytics, and operations. We specialise in supporting financial firms, accounting practices, and mortgage brokers.HOW WE STARTEDIn 2013, VBP embarked on a visionary journey to transform how advice is delivered in Australia. From humble beginnings, we steadily evolved and embraced an open book management system by adapting the Great Game of Business in February 2021, and in the same year, we secured our first Great Place To Work certification.Expanding our reach became a defining theme in our journey. In July 2022, we proudly celebrated the achievement of 1000 dedicated Team Members. We have offices in Cebu and in Cagayan de Oro, with our third and newest office launched last August 2023 at JEG Tower. 2023 marks a pivotal moment for our business as we completed the strategic acquisition of Elixir Consulting, strengthening our position in the Australian Consulting space and supporting our expanded service offering. We also won our GGOB Healthy Company Award, maintained our GPTW certification and ISO certification, and became a certified B Corporation.These milestones reflect not only our commitment to growth but also the vibrant community we’ve fostered, laying the foundation for a remarkable legacy as expert growth partners for Australian financial services firms.WHAT WE OFFERwe have a deep understanding of the everyday challenges and insights into the strengths of enterprises we encounter. At VBP, we specialise in enhancing operational efficiencies and addressing cost-to-serve challenges for financial services firms. Our focus revolves around four key service:Accounting, Bookkeeping, and Report ManagementFinancial Planning AssistanceMortgage Broking AssistanceParaplanningIn addition to these core services, we offer tailored business consulting services to optimise back-office operations across these four critical areas. With its offers and services, VBP aims to streamline Australian financial service firms’ operations and elevate their business to the next level.To learn more about us, visit http://vbp.au.Let's connect!
ABOUT US
VBP is an Australian company with operations in the Philippines that provides business growth, consulting, and delivery capabilities to more than 260 of the most innovative and disruptive financial services firms across Australia.
Our consulting-led approach leverages services in strategy, process improvement, intelligent automation, data analytics, and operations. We specialise in supporting financial firms, accounting practices, and mortgage brokers.
HOW WE STARTED
In 2013, VBP embarked on a visionary journey to transform how advice is delivered in Australia. From humble beginnings, we steadily evolved and embraced an open book management system by adapting the Great Game of Business in February 2021, and in the same year, we secured our first Great Place To Work certification.
Expanding our reach became a defining theme in our journey. In July 2022, we proudly celebrated the achievement of 1000 dedicated Team Members.
We have offices in Cebu and in Cagayan de Oro, with our third and newest office launched last August 2023 at JEG Tower. 2023 marks a pivotal moment for our business as we completed the strategic acquisition of Elixir Consulting, strengthening our position in the Australian Consulting space and supporting our expanded service offering. We also won our GGOB Healthy Company Award, maintained our GPTW certification and ISO certification, and became a certified B Corporation.
These milestones reflect not only our commitment to growth but also the vibrant community we’ve fostered, laying the foundation for a remarkable legacy as expert growth partners for Australian financial services firms.
WHAT WE OFFER
we have a deep understanding of the everyday challenges and insights into the strengths of enterprises we encounter. At VBP, we specialise in enhancing operational efficiencies and addressing cost-to-serve challenges for financial services firms. Our focus revolves around four key service:
- Accounting, Bookkeeping, and Report Management
- Financial Planning Assistance
- Mortgage Broking Assistance
- Paraplanning
In addition to these core services, we offer tailored business consulting services to optimise back-office operations across these four critical areas. With its offers and services, VBP aims to streamline Australian financial service firms’ operations and elevate their business to the next level.
To learn more about us, visit http://vbp.au.
Let's connect!
