Loan Processor and Broker Support (Residential Mortgages)

Brisbane QLD (Hybrid) / Immediate Start
Loan Processing (Banking & Financial Services)
Full time or Part time available | $90,000 per year + KPI bonuses

Looking to take the next step in your finance career? Balmoral Financial is seeking an **Experienced** Loan Processor / Credit Analyst to join our high-performing team. This is your chance to step into a role with purpose and progression.

Note: We respectfully ask you to refrain from applying for this role if you do not meet the minimum criteria set out below, thank you.

Business Profile

Balmoral Financial is a boutique Brisbane and Sydney based brokerage built on trust, precision, and genuine care for our long term clients—from professionals and expats to business owners and families. We write significant volume of business whilst keeping our standards very high. The high trust relationship we have with our clients is our biggest asset.

Location: Our Brisbane office is currently in the picturesque ocean side suburb of Manly, 4179. There is free onsite parking, and we are surrounded by cafes and restaurants. Next year we are moving our office closer to the city, and are specifically considering the Bulimba area.

Why Join Balmoral Financial?

Career growth: Pathway into senior management or broking

Rewarding work: Clients in aviation, professionals, self-employed, HNW and expats.

Supportive environment: Learn directly and work along side our experienced Credit Manager

Part-time or full-time opportunities available

Competitive salary: $90,000+ and KPI bonuses

Work in a collaborative team that values a happy positive workplace, growth, attitude, and achieving their best each day

The Opportunity

As a Loan Processor and Credit Analyst, you’ll play a critical role in the client journey and loan process. From application through to settlement, you’ll ensure smooth progress, build strong client relationships, and be a trusted partner for brokers, lenders, and stakeholders.

This is an excellent opportunity for someone who loves client interaction, thrives on problem-solving, and wants exposure to complex and interesting lending scenarios.

What You’ll Be Doing

Managing the end-to-end loan process, from broker handover to document collection, processing, approval and on to settlement. You will have a junior support staff member to assist you.

Acting as a key point of contact for clients, brokers, lenders, solicitors, and third parties

Providing regular updates and maintaining clear communication touchpoints

Overseeing compliance, file management, and CRM system updates (LMG/MyCRM experience highly regarded, but not critical)

Proactively identifying opportunities to streamline processes and improve client outcomes

Supporting brokers with high-value files and long term clients

We’re Looking For

Previous experience working in a mortgage brokerage as a Loan Processor - minimum of 5+ years. This is unfortunately not a role for new applicants who are looking to enter the industry.

Strong communication skills and a client-first approach

Highly organised with attention to detail and the ability to manage multiple priorities

Open to learning and contributing to or processes. Comfortable learning and using systems like MyCRM

A proactive mindset – someone who takes ownership, shows initiative, and thrives in a high-performance team

Why Work With Us?

At Balmoral Financial, we’re not just another brokerage. We specialise in unconditional lending, expats, airline staff, professionals, self employed and essential services.

You’ll work closely with the head broker and experienced Credit Manager who’s invested in your development, while building a long-term career in a supportive and collaborative environment.