About The Role

Working Schedule: Mondays to Fridays, 9:00AM to 6:00PM Sydney Time

Role Overview

As a key person to the success of the team, you will be utilizing your credit analysis, organizational, communication and relationship management skills daily, including your industry knowledge and ensuring all transactions are seamless, as well as delivering exceptional customer service outcomes.

Duties and Responsibilities

Pre-Lodgement Review
Review all loan applications before submission to ensure accuracy, completeness, and lender policy compliance
Assess deal structure, serviceability, and documentation against individual lender requirements
Identify and resolve issues prior to lodgement to minimise reworks, delays, and declines
Liaise with brokers to request missing information or flag structural concerns early
Pipeline Management
Take full ownership of the post-lodgement pipeline from submission through to settlement
Proactively chase lenders for updates, approvals, and outstanding conditions
Communicate deal progress to clients and brokers in a timely and professional manner
Escalate delays or issues early and manage through to resolution
Maintain accurate and up-to-date deal status records across the CRM
Process & Quality
Identify bottlenecks and inefficiencies in the lodgement-to-settlement workflow
Contribute to the development and refinement of team SOPs and checklists
Ensure compliance with Australian Privacy Act obligations and credit licensee requirements
Support continuous improvement initiatives across deal quality and turnaround times
Minimum 3 years of experience in mortgage broking, loan processing, or credit assessment
Strong knowledge of residential lending policy across major Australian lenders
Proficient with CRM platforms, ideally Infynity or similar mortgage broking tools
Demonstrated ability to read a credit file and identify structural or compliance issues
Proven experience managing a loan pipeline independently from lodgement to settlement
Certificate IV in Finance and Mortgage Broking preferred, or equivalent industry experience
High attention to detail with strong written and verbal communication skills