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Administrative Assistant

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Onsite

Administrative Assistant

Yellowstone Lending

Administrative Assistant

Skills

CRMCompliance

2 months ago

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Important information


Contract type:

Part time

Location:

Ballarat VIC, Australia

Work mode:

Onsite

Published on:

19 August 2026

What they need


Part-Time Mortgage Broking Administration Assistant

Join a Growing Mortgage & Finance Team

Are you a highly organised administrator who enjoys helping clients, managing workflows, and keeping processes running smoothly?

We are seeking a Part-Time Mortgage Broking Administration Assistant to support our growing mortgage and finance business. This role is integral to ensuring our clients receive an exceptional experience throughout their finance journey, from initial enquiry through to loan approval, settlement, and ongoing client care.

Working closely with our brokers, you will coordinate client communications, assist in managing workflow and compliance requirements, monitor key finance deadlines, and assist in maintaining efficient business operations.

This position offers flexible part-time hours and would suit an experienced administrator seeking a long-term career opportunity within the mortgage and finance industry.

About the Role

As our Mortgage Broking Administration Assistant, you will be responsible for supporting brokers and clients throughout the lending process while ensuring administrative, compliance, and workflow requirements are effectively managed.

You will play a key role in delivering an exceptional client experience and ensuring loan applications progress efficiently from application through to settlement.

Key Responsibilities

  • Client follow-up and progress communications.
  • Appointment scheduling and calendar management.
  • Management of client documentation and signing requirements.
  • Assisting in monitoring loan application progress and critical dates.
  • Updating workflow and CRM systems.
  • Commission and trail reconciliation support.
  • Assisting in social media administration.
  • Preparation of meeting agendas and minutes.
  • Assistance with aggregator and lender compliance requirements.
  • General administration and client service support.

About You

To be successful in this role, you will possess:

  • Excellent organisational and time management skills.
  • Strong written and verbal communication abilities.
  • Exceptional attention to detail and accuracy.
  • The ability to manage multiple priorities and deadlines.
  • A proactive and solutions-focused attitude.
  • Strong customer service and relationship management skills.
  • High-level computer literacy and confidence using business software systems including Microsoft Office
  • The ability to work independently while contributing positively to a team environment.

Desirable Experience

Previous experience in one or more of the following areas will be highly regarded, but not required:

  • Mortgage broking.
  • Banking and lending.
  • Financial services.
  • Accounting or bookkeeping.
  • Legal or conveyancing administration.
  • Professional services administration.

What We Offer

  • Flexible part-time hours.
  • A supportive and professional team environment.
  • Ongoing training and development opportunities.
  • Exposure to a broad range of lending and finance transactions.
  • The opportunity to build a long-term career within the mortgage and finance industry.
  • A role where your contribution genuinely impacts client outcomes and business success.

Employment Type

Part-Time

Approximately 20–30 hours per week, negotiable for the right candidate.

Additional hours may be available during peak periods.

Apply Now

If you are a motivated administrator who enjoys delivering exceptional client service and thrives in a fast-paced professional environment, we would love to hear from you.

Please submit your resume and a brief cover letter outlining your experience and suitability for the role.

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