Mortgage Broking admin/ Settlements officer

1 week ago

Sydney, New South Wales, Australia Make It Happen Finance. Full time $45,000 - $60,000 per year

About Us

At Make It Happen Finance, we're not just about loans - we're about people. Our mission is to help clients achieve their goals by securing the right finance solutions, not just the first product available.

Led by Alex El Daghar, our team combines deep industry knowledge with a client-first approach. With experience both as a banker and a business development manager supporting hundreds of brokers, Alex brings a unique perspective that ensures our clients and partners receive the highest level of service.

We're a growing brokerage committed to innovation, client success, and building long-term relationships - and now we're looking for the next member of our team.

The Role (2 Postions available)

We're seeking a motivated Junior Settlements Officer / Admin to join our team. This is a fantastic entry-level opportunity for someone looking to start their career in mortgage broking, with full training and support provided.

You'll be responsible for assisting the broker and supporting clients through the loan process from submission to settlement. This role is the perfect stepping stone into the industry, with plenty of room to grow and the opportunity to progress into more senior positions, including a broking role in the future.

Key Responsibilities:

  • Manage client, lender, and business contact relationships.
  • Support loan applications and settlements
  • Data entry and document preparation using Apply Online and CRM systems.
  • Liaise with lenders, clients, and referral partners to ensure smooth application progress.
  • Maintain compliance standards and meet deadlines with accuracy.
  • Provide professional, timely, and supportive client communication.
  • Uphold our Make It Happen Finance values and deliver exceptional service.

About You

We're looking for someone eager to learn and ready to "make it happen." You don't need years of experience - just the right attitude, attention to detail, and a genuine interest in finance.

You'll bring:

  • Strong written and verbal communication skills.
  • High attention to detail and accuracy.
  • Strong computer skills and ability to learn quickly.
  • Excellent organisation and time management skills.
  • A positive, can-do attitude with a willingness to learn.
  • Previous experience in finance, banking, or admin (desirable but not essential).

What's On Offer

  • Full training, professional development, and career progression opportunities.
  • Hands-on mentoring directly with our Director & Head Broker.
  • Flexible working arrangements days in the office (CBD)
  • Supportive, collaborative team environment with offshore admin support.
  • Clear career pathway - progress into senior admin, credit, or even a broking role.
  • This is a fantastic opportunity for someone ready to build a career in mortgage broking and financial services, supported by a growing and forward-thinking business.

How to Apply

  • If this sounds like the opportunity you've been looking for, hit Apply Now and join us at Make It Happen Finance

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