OUR VISION

Empowering people to live better, more prosperous lives

At The Loan Room, we are a growing team of mortgage and finance professionals who are passionate about helping people achieve their financial goals. Whether it’s buying a first home, renovating, refinancing, or building an investment portfolio, we’re committed to guiding clients every step of the way.

ABOUT THE ROLE

We are seeking an experienced mortgage professional with strong customer service skills to coordinate the settlement process. The right candidate will have hands-on experience within a mortgage broking business and thrive in managing the transition from formal approval through to settlement, while providing long-term client support.

This is a key role as The Loan Room continues to grow. You’ll work closely with a team of brokers to manage workflows, maintain proactive communication, and deliver outstanding client experiences.

If you love taking ownership, driving outcomes, and building strong client relationships, this role is for you.

KEY RESPONSIBILITIES

Manage home loan applications from formal approval through to settlement

Provide regular client updates and liaise with lenders to meet requirements

Follow detailed checklists and compliance requirements at every stage

Support team members with loan processing needs

Conduct post-settlement care: annual reviews, repricing, and ongoing client communication

SKILLS & EXPERIENCE

Minimum 2 years’ experience in mortgage processing/settlements within a brokerage

Thorough understanding of multiple lenders' settlement process

Excellent phone manner and a passion for client engagement

Strong communication skills (both written and verbal)

High attention to detail and strong time management skills

Ability to thrive in a fast-paced, deadline-driven environment

Self-motivated, positive, and proactive team player

Alignment with The Loan Room’s vision and values

PERKS & BENEFITS

Competitive salary for the right candidate

Recognition of effort and achievement

Ongoing training, development, and career growth opportunities

Fun social events and a supportive team culture

A workplace that values both performance and enjoyment