Please be aware that this position is a full-time on-site role and work from home arrangements are not an option. Successful candidates must be prepared to work exclusively from the office in Bella Vista.

Your Key Responsibilities

• Manage data entry for home loan applications with precision.
• Keep our CRM system updated with client information and progress.
• Track applications, provide regular updates to clients via email, and ensure everyone’s in the loop.
• Manage phone, online, and walk-in enquiries
• Liaise with banks and stakeholders to retrieve missing information and application updates.
• Organize client documents efficiently for in-house broker assessments.
• Follow up on missing information using a detailed checklist.
• Fill out home loan applications and first-home buyer grant forms accurately and quickly.
• Provide daily updates to clients and brokers on application progress.

Who are we looking for?

• Clear Police check & Credit Report (Mandatory).
• Strong computer skills, including proficiency in Microsoft Office.
• Excellent attention to detail and accuracy in data entry.
• Clear and professional written and verbal communication skills.
• Time management skills to juggle multiple client pipelines and meet deadlines.
• A driven, self-motivated, and entrepreneurial mindset
• Willingness to learn and adapt in a fast-paced, dynamic environment
• A commitment to maintaining high professional and ethical standards
• A proactive approach to addressing missing information with clients and brokers.
• No need for Diploma, Degrees or any Certificate in anything (If you have the right attitude, minimal experience is okay)

What we offer?

• A salary between $50,000 to $65,000 (based on the experience)
• Comprehensive training and ongoing professional development
• Opportunities for career progression within a dynamic, growing organisation
• Flexible work arrangements and a positive, collaborative work culture

About us

Winance Mortgage Solution is a fast-growing mortgage brokerage firm dedicated to helping clients achieve their homeownership and investment goals. we pride ourselves on delivering tailored financial solutions with integrity, professionalism, and exceptional customer service.

At Winance, we foster a collaborative and supportive work culture where innovation and personal growth are encouraged. Our team thrives in a dynamic, fast-paced environment, always striving to simplify the loan process and create a stress-free experience for our clients. If you’re looking for a workplace that values learning, career development, and a positive team spirit, Winance Mortgage Solution is the place for you!