Loan Origination Specialist

1 day ago

Melbourne, Victoria, Australia beBeeBroker Full time $90,000 - $120,000

We're seeking a highly skilled and detail-oriented Loan Officer to join our team. As a key operational partner, you'll be responsible for managing the end-to-end loan process with precision and strategic insight.

The Role

You'll assess client financials, structure loan scenarios, and ensure applications are submitted accurately and efficiently. This role requires a strong grasp of lending policy, compliance, and client service, with the ability to coordinate multiple stakeholders and maintain momentum across complex applications.

Key Responsibilities:
  • Loan Processing & Compliance:
    Prepare and lodge loan applications via ApplyOnline, ensuring documentation is complete, accurate, and compliant with regulatory requirements. Maintain audit-ready records in CRM systems.
  • Client Financial Assessment:
    Review income, liabilities, credit reports, and asset positions. Assist brokers with serviceability calculations and loan structuring aligned to client goals and lender policy.
  • Stakeholder Management:
    Liaise with lenders, real estate agents, accountants, and valuers to drive timely settlements. Escalate issues proactively and manage expectations across all parties.
  • Client Experience & Broker Support:
    Act as the primary client contact throughout the loan journey. Provide updates, request documentation, and support brokers with loan sign-ups, annual reviews, and strategic initiatives.
  • Data Integrity & Opportunity Identification:
    Maintain clean, consistent CRM records. Identify cross-sell opportunities and flag leads for brokers and relationship managers.

In order to succeed in this role, you will need 2–3 years of experience in mortgage broking, lending operations, or financial services. Exposure to residential, investment, and construction lending is highly valued. You must also be proficient in ApplyOnline, SalesTrekker, CRM systems, and Microsoft Office.

What We Offer

At Infinity Group Australia, we're committed to helping our clients achieve their financial goals. As a member of our team, you can expect competitive remuneration, opportunities for career growth, and a comprehensive onboarding program that includes professional development and training.

Our Culture

We pride ourselves on being a values-driven organization that puts our people and clients first. Our culture is built on the principles of financial empowerment, collaboration, and innovation. If you share these values and are passionate about delivering exceptional results, we'd love to hear from you.

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