Administration & Loan Assistant

7 days ago

Brisbane, Queensland, Australia Sharp & Carter Full time $60,000 - $90,000 per year

The Position
We are seeking a proactive and detail-oriented administrative and loan assistant to support a financial brokerage firm two days a week, working remotely with the ad hoc requirement to visit the Brisbane CBD office. You will assist with loan processing tasks, administration, client communications, documentation preparation and quality control. This is an excellent opportunity for someone who thrives in a flexible working environment and is seeking to advance their career within financial services.

This role has the potential to increase hours as the business grows, should this align with your career goals.  

Key Responsibilities

  • Prepare and organise loan application documentation, ensuring all required forms, financial statements, identification and supporting documents are collected and complete.
  • Liaise with clients to gather missing information, answer questions, and keep them updated on loan progress.
  • Input and maintain data in loan management systems; ensure records are accurate and up-to-date.
  • Support brokers with administrative tasks (e.g. scheduling meetings, maintaining calendars, preparing summary reports).
  • Maintain confidentiality and ensure all client data is managed in compliance with relevant privacy and lending regulations.

Skills & Experience

  • Prior experience working in administration is required, however experience in loan support and mortgage broking is not essential.
  • Excellent communication skills (both written and verbal); ability to liaise with clients professionally and clearly.
  • High attention to detail, with good organisational and time-management skills.

How to Apply
Sharp & Carter often have a range of positions available that may not yet be advertised. If you feel this opportunity is interesting yet not quite right, then we recommend still putting in an application or sending your CV directly to the email address below. That way we can contact you to find out more about your career goals and aspirations, and we will ensure you stay updated and aware of exciting new vacancies in the market.

For more information about this opportunity, please call Antonia Waldron for a confidential discussion on the details below.

Antonia Waldron

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