Part-Time Virtual Assistant – Mortgage & Commercial Brokerage Support
Role Overview
The Virtual Assistant will play a key role in supporting brokers by managing administrative tasks, client follow-ups, and ensuring loan applications progress efficiently from submission through to completion.
This is a fast-paced role requiring strong attention to detail, initiative, and the ability to manage multiple tasks independently.
We are currently seeking a reliable and highly organised Part-Time Virtual Assistant to support mortgage and commercial brokers with day-to-day administrative and loan processing tasks. The role is focused on ensuring smooth workflow progression across client applications, documentation, and lender coordination.
Work Schedule
- Monday to Friday
- 12:00 PM – 5:00 PM (Adelaide Time)
- Work From Home
- Part-Time Position
Key Responsibilities
- Provide day-to-day administrative and operational support to brokers
- Follow up with clients for outstanding documents and bank statements
- Track application progress and ensure timely completion of requirements
- Prepare and send Letters of Offer
- Send loan scenarios and enquiries to lenders
- Update CRM systems and maintain accurate client records
- Manage email correspondence and client follow-ups
- Ensure all applications are progressing efficiently through each stage
Requirements
- Prior experience in mortgage broking or commercial brokerage support is highly preferred
- Strong organisational skills and attention to detail
- Excellent written and verbal communication skills
- Ability to work independently with minimal supervision
- Comfortable working in a fast-paced, target-driven environment
- Experience using CRM systems is an advantage
Bonus Skills
- Experience with Australian lenders and lending processes
- Knowledge of financial documents (bank statements, tax returns, BAS, etc.)
- Strong experience in client follow-ups and email management
Independent Contractor Perks
HMO Coverage for eligible locations
Permanent work from home
Immediate hiring
Steady freelance job
Side Note
This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.
Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.