Loans Processing Officer
MJ Broking Pty Ltd
Posted 15 days ago
Tired of commuting to the city? Looking for a job closer to home?
If that sounds like you, MJ Broking has an exciting opportunity to join our vibrant and
dynamic Financial Planning/Mortgage Broking team.
About the Role
MJ Broking offers a range of services including Mortgage Broking, Financial Planning,
Wealth Creation, Retirement Planning, Insurance, and Superannuation Advice. We are
currently seeking a motivated and detail-oriented Loans Processing Officer to join our
growing team.
The ideal candidate will be highly organised, adaptable, and capable of managing multiple
priorities. Strong attention to detail, excellent relationship-building skills, and a positive, fun
attitude will help ensure success in this role.
Key Responsibilities
-Building relationships and addressing client queries
-Preparing client files for brokers before meetings
-Proactively following up on required documentation and maintaining file compliance
-Keeping accurate records in our in-house system
-Analysing clients’ financial positions
-Understanding self-employed financials and trust structures
-Aligning customer needs with credit policies of various financial institutions
-Collecting and organising supporting documents for loan submissions
-Ordering valuations from relevant financial institutions
-Tracking loan progress to formal approval
What You Bring to the Role
- At least 1 year of experience in a similar Mortgage Broking role
- Fluency in English (both written and spoken)
- Excellent communication skills with a high client service focus
- Proficiency in Word, Excel, and Outlook
- Experience with mortgage broking software and CRM systems
- Ability to work under pressure and within short time frames
- Outstanding organisational skills
- Knowledge of Self-employed & SMSF lending is a plus
Additional Requirements
- Must be an Australian resident
Please submit your resume and cover letter by clicking the button below. Applications close
by C.O.B. Friday, 28th March 2025.
About MJ Broking Pty Ltd
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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