United States onlyThis is a remote position.
AU Mortgage Broker Support Officer (Remote)
About PeoplePartners
- At PeoplePartners, we don’t just match talent to jobs—we build careers that go places. As a Great Place to Work certified company, we’re all about people-first thinking, meaningful work, and real growth.
- You’ll work with global clients, gain international exposure, and be part of a team that values collaboration, ownership, and continuous learning. We keep things human, fast-moving, and purpose-driven—because great work happens when people feel supported and inspired.
Role Overview
- Behind every smooth loan approval is someone who made sure every detail lined up perfectly—that’s where you come in.
- As a Broker Support Officer, you’ll be the engine room of the mortgage process, keeping files clean, compliant, and moving forward. You thrive in structure, love a good checklist, and bring order to what could easily become chaos.
- This is where precision meets progress—and where your work directly keeps deals on track.
Key Responsibilities:
- Manage and organise client documents across FileInvite, CRM, and Google Drive.
- Download, rename, and upload files following naming conventions.
- Maintain accurate and up-to-date CRM records.
- Follow compliance checklists to ensure documentation completeness.
- Send follow-ups for missing or incomplete documents using templates.
- Track progress and updates using Trello or similar tools.
- Support brokers with valuations, pricing requests, and administrative tasks.
- Ensure all records and files are properly stored and accessible.
Requirements
Required Qualifications (Must-Have):
- At least 2+ years of experience in administrative, AU Mortgage, or broker support roles.
- Experience using CRM systems and Google Workspace (Docs, Sheets, Drive).
- Strong attention to detail and accuracy.
- Excellent organisational and time management skills.
- Ability to manage multiple tasks and meet deadlines.
- Strong written and verbal communication skills.
Preferred Qualifications:
- Experience in mortgage, lending, or financial services.
- Familiarity with FileInvite, Trello, or similar workflow tools.
Why Join PeoplePartners
At PeoplePartners, you’ll find more than just a role—you’ll find momentum.
- Work with global clients in fast-growing industries.
- Be part of a people-first culture that values respect and collaboration.
- Access learning and development opportunities to grow your career.
- Join a team that celebrates wins and supports each other.
- Enjoy a work-from-home setup that supports focus and flexibility.
- Thrive in a workplace that rewards consistency, reliability, and initiative.
If you’re ready to bring structure, accuracy, and impact to every file you handle—this is your opportunity to grow with us.
Work Details
- Work Setup: Work From Home (PH-based).
- Schedule: Monday to Friday (Day-shift).
- Employment Type: Full-time.
Benefits
- Permanent Work-from-home setup
- Company-provided equipment
- Secondary Wi-Fi Modem
- 21 Leave Credits Annually - Leave benefits begin on Day 1.
- 100% conversion of UNUSED leave credits
- HMO on Day 1
- 13th Month Pay
- Monthly Gift Voucher
- Milestone Tokens (Birthday/Anniversary/Christmas).
- A Life Beyond the Screen #WorkLifeBalance.
- Active employee engagements physically such as Christmas Party & Team Building, and virtual events such as town-hall with prizes.
