Broker Assistant

2 weeks ago

Melbourne, Victoria, Australia QIX Consulting Full time $60,000 - $80,000 per year

Lending Administrator – Mid-Tier Financial Services Firm | Melbourne CBD

Our client, a well-established mid-tier firm based in Melbourne's CBD, is seeking a detail-oriented and proactive
Broker Assistant
to join their team. In this role, you will provide vital support to a team of five brokers, ensuring client applications are processed smoothly and efficiently from start to finish.

Key Responsibilities:

  • Support brokers in managing client lending applications from submission through to settlement.
  • Work across multiple systems, including Salesforce and MyCRM, to track progress and maintain accurate records.
  • Liaise with clients, lenders, and internal stakeholders to gather and verify required documentation.
  • Follow up on outstanding items to ensure timelines are met.
  • Prepare, review, and lodge application forms and supporting documents.
  • Maintain up-to-date knowledge of lending processes and lender requirements.
  • Provide general administrative support to the lending team as needed.

Skills & Experience:

  • Previous experience in assisting Brokers, loan processing, or a similar financial services role.
  • Strong attention to detail with excellent organisational and time management skills.
  • Confident communicator with the ability to build rapport with clients and stakeholders.
  • Proficiency in CRM systems, ideally Salesforce and/or MyCRM.
  • Ability to work independently and manage competing priorities in a fast-paced environment.

Why Join Our Client?

  • Work with a professional, collaborative team in a supportive environment.
  • Enjoy a modern CBD office location close to public transport.
  • Opportunity to develop your skills in a growing, respected firm.

If you are an experienced Broker Assistant and are seeking your next challenge, we would love to hear from you.

Apply now
to take the next step in your career with a firm that values both its clients and its people.

Diversity & Inclusion

Our client is an equal opportunity employer, committed to fostering an inclusive workplace that values diversity. We welcome applications from all backgrounds, experiences, and abilities.

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