Financial Services Professional
3 days ago
This role is a key operational partner to our finance brokers, managing the end-to-end loan process with precision and strategic insight.
About the RoleAs a Loan Support Officer, you will assess client financials, structure loan scenarios, and ensure applications are submitted accurately and efficiently. This 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 NCCP, AML/CTF, and lender-specific requirements. Maintain audit-ready records in CRM systems.
- Client Financial Assessment: Review PAYG and self-employed 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, conveyancers, 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 like equity release or investment purchases.
- Data Integrity & Opportunity Identification: Maintain clean, consistent CRM records. Identify cross-sell opportunities and flag leads for brokers and relationship managers.
- Experience & Knowledge: 2–3 years in mortgage broking, lending operations, or financial services. Exposure to residential, investment, and construction lending is highly valued.
- Technical Skills: Proficient in ApplyOnline, SalesTrekker, CRM systems, and Microsoft Office. Confident using lender calculators and interpreting financial documents.
- Qualifications: Cert IV in Finance and Mortgage Broking (preferred). FBAA/MFAA accreditation (preferred but not essential). Must meet CPD and compliance standards.
- Professional Standards: Clear Police & Credit Report (mandatory). High attention to detail, strong communication skills, and a proactive, client-first mindset.
- Availability: Full working rights in Australia. Willingness to work weekends when required.
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