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Loans Assistant

Agility Finance
Sydney, NSW
A$70,000-$75,000 p/a
Banking & Financial Services → Mortgages
Full-time
On-site

Posted 7 days ago


About Agility Finance
Agility Finance is one of Australia’s leading specialty lenders, providing tailored finance solutions to property developers and businesses in the construction industry for over a decade. Based in the heart of Sydney’s CBD, we are known for our fast, flexible, and competitive loan offerings that go beyond the capabilities of mainstream financial institutions.

Our clients rely on us for smart, agile finance options — particularly in complex or time-sensitive scenarios — and we deliver with integrity, speed, and expertise. As we continue to grow, we are looking for a motivated Loans Assistant to join our dynamic team and support our mission of delivering exceptional customer service and results.

The Opportunity
We are seeking a proactive, detail-oriented Loans Assistant who thrives in a fast-paced financial environment. In this role, you will play a pivotal part in the loan process from initial application through to settlement. You will work closely with our Business Development Managers, brokers, lenders, and legal partners to ensure a smooth, efficient, and compliant lending process.

Key Responsibilities

Prepare and manage end-to-end loan submissions, including writing loan comments, assessing servicing capacity, and submitting pricing requests.

Coordinate with mortgage brokers, lenders, solicitors, and internal stakeholders to streamline the application and settlement process.

Take part in credit calls with lenders and follow up on outstanding matters to ensure timely progression of deals.

Review and verify documentation for accuracy, completeness, and compliance with internal and regulatory standards.

Maintain accurate records and proactively manage pipeline activity to support reporting and performance tracking.

Provide high-quality support to Business Development Managers, enabling them to focus on relationship management and deal origination.

What We’re Looking For

A minimum of 2 years of experience in a loans processing, credit support, or lending assistant role within finance or banking.

Strong understanding of lending processes, documentation requirements, and compliance practices.

Exceptional attention to detail and organisational skills.

Clear and professional communication skills – both written and verbal.

Ability to manage multiple stakeholders and deadlines with efficiency and accuracy.

Tech-savvy with proficiency in Microsoft Office and experience using CRM or loan management systems.

Why Join Us?

Be part of a collaborative and high-performing team in a growing, respected finance company.

Gain exposure to a variety of commercial and property development finance deals.

Opportunity for career progression and ongoing professional development.

Work in a supportive environment that values transparency, initiative, and customer-first thinking.


About Agility Finance

Sydney, NSW, Australia

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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