Job Description

• Process new mortgage broker and firm applications, ensuring all required documentation is complete and accurate.
• Conduct due diligence checks, including background and credit checks, licensing validation, and reference verification.
• Maintain accurate and up-to-date records of all broker applications and approvals in internal systems.
• Liaise with brokers, aggregators, and internal departments to gather missing information or clarify application details.
• Monitor ongoing broker compliance, including annual re-accreditation and ongoing fit-and-proper status checks.
• Ensure adherence to all company policies and regulatory requirements (e.g., ASIC, MFAA, or equivalent).
• Assessment of company financials, Including P&L.
• Generate approval letters, contracts, and related onboarding documentation.
• Assist with audits and reporting as required.
• Ad hoc projects and tasks.

• Previous experience in mortgage administration, broker onboarding, or financial services compliance preferred.
• Strong knowledge of mortgage industry regulations and broker accreditation standards.
• Excellent organizational skills and attention to detail.
• Proficiency with CRM systems and document management tools. 
• Advanced Excel skills required, including the ability to create reports and perform data analysis.
• Encompass experience preferred.
• Strong written and verbal communication skills.
• Ability to manage time effectively and prioritize workload in a fast-paced environment. 

• Be part of a fast-growing company changing the game in Non-QM.
• Competitive compensation and performance-based bonuses.
• Collaborative and entrepreneurial culture.
• Opportunities for career advancement and innovation.