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Mortgage Broking Assistant

Refinancer - North Adelaide, SA

Any Industry
Source: uWorkin

Source: uWorkin


We are looking to double in size and will require the very best assistance available. Led by one of Australia’s highest performing mortgage brokers in our stunning North Adelaide office, we are looking to cement our position as one of the national industry leaders. We do things differently and are very much an online business that is striving for processing efficiency for our in-house mortgage brokers.

Are you ready to walk through walls for your career? Are you looking to be part of a driven, dynamic and close-knit team with limitless ambitions? Are you looking to join a young and modern business with the ability to learn and make a real difference for the long term?

If you are not ready to put in the time, effort and master our systems, then do not apply!

The role

In this role you will be dealing directly with mortgage broking applications and will be extremely active with calling clients and banks to progress and finalise the application process. You will be handling between 20 - 40 applications at one time, with a processing team to assist you in data entry.

Ideally the applicant would have ample experience working as a mortgage broker or as a broking assistant or have experience with Podium (Please mention this)

Duties would include the following

  • Serviceability assessments
  • Lodging loans and application process
  • Liaising with lenders during the assessment process
  • Calling clients and banks
  • Settlement duties
  • Credit checks
  • Valuations
  • Documentation assessment
  • Signing a non-compete agreement on employment

Workload entails

  • 3-4 new files per week
  • Contacting all clients and lenders to provide excellent daily communication

You must have the following skillset to thrive in this role

  • Strong communication
  • Ability to have uncomfortable conversations daily
  • Strong attention to detail and organization
  • Ability to adapt to modern and streamlined online processes
  • Never miss an email or a call
  • Level of basic sales skills to keep clients on board
  • Punctual
  • Firm and confident nature to chase up lenders and clients
  • Getting it right the first time and using intuition to balance a thorough job but keeping things moving

This position will not be a walk in the park, you really need to have passion for what you do and want to be able to challenge yourself to be the best you can in your career to excel with Refinancer.

We will consider applicants with banking backgrounds but ideally looking for applicants who have had success already within the mortgage broking industry.

Please apply with cover letter and resume.

Job Types: Full-time, Permanent

Salary: $40,000.00 - $60,000.00 per year


  • Employee mentoring program
  • Professional development assistance
  • Referral program


  • Monday to Friday


  • Certificate I - IV (Preferred)

Work Eligibility:

  • Permitted to work permanently with no restriction on hours (e.g. citizen, permanent resident) (Required)

Work Remotely:

  • No

COVID-19 Precaution(s):

  • Social distancing guidelines in place
  • Sanitising, disinfecting or cleaning procedures in place