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Loan Support Specialist

3 weeks ago

Wollongong, New South Wales, Australia beBeeBroker Full time $90,000 - $120,000
Job Title">

A dynamic and results-driven individual is required to join our team as a Loan Support Specialist. As a key operational partner, you will be responsible for managing the end-to-end loan process with precision and strategic insight.

The Role
  • Loan Processing & Compliance - Prepare and lodge loan applications via ApplyOnline, ensuring documentation is complete, accurate, and compliant with regulatory requirements.
  • Client Financial Assessment - Review client financials, including income, liabilities, credit reports, and asset positions. Assist in 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.
  • Data Integrity & Opportunity Identification - Maintain clean, consistent records. Identify cross-sell opportunities and flag leads for brokers and relationship managers.
Requirements
  • Experience & Knowledge - 2–3 years of experience 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 continuing professional development 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.
What We Offer
  • Financial Empowerment – Free access to become an Infinity client, including support from our mortgage brokers, advisers, strategists, and relationship managers.
  • Career Growth – A rapidly growing company offers rapid opportunity for career advancement.
  • Competitive Remuneration – Competitive salaries and benefits packages are available for successful candidates.
  • First-Class Onboarding – Includes comprehensive training and development programs.
Impact & Community

We are committed to making a positive impact on our community through various initiatives.