Our client is a large financial services practice who are conveniently located in Edgecliff. They provide services across Financial Planning, Accounting and Lending for high-net-worth individuals.

This role is all about making sure our clients lending needs are handled with care, compliance, and insight. You’ll be supporting their clients through the full lending lifecycle.

This is an ideal role for you if you are an experienced loan processor or credit analyst looking to progress your career and work under an experienced mentor.

Responsibilities:

• Attend client meetings and support Directors/consultants in documenting finance discussions and client objectives
• Liaise with clients and bankers to ensure smooth finance approval processes
• Research and verify income and expenses in line with Responsible Lending Obligations
• Complete Preliminary Assessments and comparative cash flow analyses
• Prepare and provide compliance documentation, including Credit Guides
• Draft income-related letters and forms, including discharge authorities and valuations
• Use Excel to track loan timelines and key data (e.g., fixed rate periods, review dates)
• Provide ongoing client loan maintenance including rebalances and account updates

Experience required

• 3+ years in a mortgage support or broking role with a strong grasp of lending processes, compliance requirements, and the client journey
• Certificate IV in Finance and Mortgage Broking highly regarded
• Attention to detail and great at communicating with stakeholders
• Excel and CRM fluency - bonus points for Xeppo

Benefits

• Great career progression opportunity into a Broker
• Work for a reputable established business
• Flexible hybrid working arrangements
• Ongoing study support

Please apply if you are interested in a confidential conversation or email [email protected] your resume and we will be in touch.