Loan Processing Professional

7 days ago


Melbourne, Victoria, Australia beBeeClient Full time $80,000 - $140,000
Job Description

At Bundy Financial, we pride ourselves on delivering exceptional service to every client. As a proud member of the Loan Market group, we combine the support of a nationally recognised brand with the warmth and flexibility of a family-run business.

Our team is tight-knit, collaborative, and focused on achieving great outcomes—without compromising on work-life balance.

We're seeking an experienced Client Service Manager with a solid credit background and end-to-end loan processing experience.

This role is ideal for someone who has previously worked in a mortgage brokerage and can confidently manage the full lending process—from initial proposal and assessment through to settlement.

Responsibilities
  • Assess client scenarios and structure loan applications
  • Conduct product and policy checks across lenders
  • Manage loan files from submission through to settlement
  • Liaise with lenders, aggregators, referral partners, and clients
  • Ensure compliance and documentation are accurate and complete
  • Support brokers in delivering an outstanding client experience
Requirements

Minimum 2 years' experience in a similar role (e.g. Loan Processor, Broker Support, or Credit Specialist)

Strong knowledge of credit policy, serviceability, and AOL lodgements

Comfortable working independently and managing your own pipeline

High attention to detail and excellent communication skills

Proficient in MyCRM (or similar broker platforms), Microsoft Office, and G Suite

A proactive, solutions-focused team player

Benefits

Hybrid flexibility – work from home with 1 day per week in our Essendon office

Career progression – opportunities to grow into senior roles

Supportive culture – down-to-earth team that values collaboration

Industry reputation – part of a trusted network



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