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.