Mortgage Broking admin/ Settlements officer

5 days ago

Sydney, New South Wales, Australia Make It Happen Finance. Full time $60,000 - $80,000 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

  • Mortgage Lending Specialist

    2 days ago

    Sydney, New South Wales, Australia Mortgage House Full time

    Market leading commission structure- Career and development opportunities- Excellent office location with panoramic views of the harbour**Mortgage House** is an award winning finance company and has been in business for over 35 successful yearsWe're looking for passionate and driven individuals who are keen to advance their career in the finance industry.Our...

  • Mortgage Settlements Expert

    5 days ago

    Sydney, New South Wales, Australia beBeeSkillful Full time $100,000 - $120,000

    Key Mortgage Settlements RoleWe are seeking a highly skilled professional to take on a mortgage settlements position with our fast-paced, customer-focused team. As a key member, you will provide exceptional service to clients and contribute to their home ownership goals.Responsibilities:End-to-end experience in mortgage settlements or high-volume...

  • Mortgage Loan Specialist

    2 days ago

    Sydney, New South Wales, Australia beBeeLoan Full time $75,000 - $85,000

    Mortgage Loan SpecialistOur organisation is seeking a skilled Mortgage Loan Specialist to support our Mortgage Broking team.Key Responsibilities:Work closely with the director and mortgage broker to achieve business objectives.Liaise with lenders and assist in post-settlement calls to clients to ensure customer satisfaction.Perform administrative tasks and...

  • Mortgage Discharge Officer

    2 days ago

    Sydney, New South Wales, Australia beBeeSettlement Full time $90,000 - $120,000

    Mortgage Discharge Officer - Settlement ExpertAs a Mortgage Discharge Officer, you will play a crucial role in the settlement process, ensuring smooth transactions and accurate financial calculations.Key Responsibilities:Review discharge forms for completeness and accuracyComplete break cost calculations and prepare final payout figuresCollaborate with...

  • Loan Settlements Officer

    5 days ago

    Sydney, New South Wales, Australia Refyne Loans Full time $70,000 - $80,000 per year

    Ready to Drive Settlements at Refyne?Refyne Loans is scaling fast — we're talking $500M in settled loans over the next 12 months — and we need a Loan Settlements Officer who thrives on precision, client care, and keeping everything running like clockwork.If you've got sharp attention to detail, personality for customer service, love smoothing out the...

  • Support Mortgage Specialist

    2 days ago

    Sydney, New South Wales, Australia beBeeMortgage Full time $75,000 - $80,000

    Mortgage Broker Support Specialists are sought after professionals who can work closely with Directors/Mortgage Brokers in the mortgage broking space.They liaise with lenders, assisting in post-settlement calls to clientsUndertake administrative tasks and service clients dailyProcess loans from pre-submission through to settlementAttend to client inquiries...

  • Lead Mortgage Consultant

    3 days ago

    Sydney, New South Wales, Australia beBeeMortgage Full time $80,000 - $140,000

    Unlock Your Potential in Mortgage BrokingWe are seeking a skilled Mortgage Broker to leverage our trusted name in the industry and access unparalleled support.This role offers the opportunity to empower your clients with complex, creative lending solutions in a dynamic and fast-paced environment.What We OfferComprehensive Support System - Our in-house loan...

  • Administrative Support Specialist

    2 days ago

    Sydney, New South Wales, Australia beBeeMortgage Full time $75,000 - $80,000

    Mortgage Broker Support SpecialistSeize this exceptional opportunity to advance your career in mortgage broking as a Mortgage Broker Support Specialist.Key Responsibilities:Collaborate closely with the Director/Mortgage BrokerEstablish and maintain effective communication with lenders and clients through post-settlement callsEnsure timely completion of...

  • Mortgage Professional Wanted

    1 week ago

    Sydney, New South Wales, Australia beBeeMortgage Full time $80,000 - $90,000

    Job Title: Finance BrokerAbout the Role:We are seeking a Mortgage Broker with strong experience and qualifications to join our team.The ideal candidate will have at least 3 years of experience in mortgage broking, a certification in finance and mortgage broking, and membership with a professional association such as MFAA or FBAA.As a Mortgage Broker, you...

  • Mortgage Broker

    2 days ago

    Sydney, New South Wales, Australia Chandler Macleod Full time

    **Our client**:Our client prides themselves on a great culture and work life balance. They are a well established Wealth Management/Mortgage Broking firm experiencing exponential growth. They deal with HNW client bases and athletes.This is a unique role where you will be involved in operations management and help improve their processes. If you are looking...