Primary Responsibilities

This role owns the loan file from packaging and submission through to settlement and the post-settlement and ongoing maintenance cycle. The role packages and submits applications in AOL across all structures, manages admin-side requests during assessment, drives doc sign-up, coordinates settlement and confirms funds and account setup land correctly. It carries the ongoing repricing cycle across the whole book. The role sits between the submissions function and the credit officer, with credit-critical decisions and final calls escalating to the Director. It is built to grow into an operations manager position.

Key Responsibilities

• Assist brokers in reviewing and preparing loan applications

• Collect and verify necessary documentation from clients and third parties

• Ordering valuations and pricing requests with lenders

• Package and input applications into AOL accurately across all structures, including company, trust, SMSF and self-employed

• Communicate with lenders to monitor application status and expedite approvals

• Respond to client inquiries and provide timely updates on application progress

• Maintain compliance with industry regulations and company policies

• Support the team with administrative tasks related to loan processing as required

• Conduct post settlement check-ins with clients

What We Are Looking For

• At least 2 years' experience in an Australian mortgage broking support role required

• Clear understanding of the submission-to-settlement file journey in a brokerage

• Strong attention to detail and ability to work under pressure

• Excellent organisational and time management skills

• Strong written and verbal communication skills

• Ability to work collaboratively within a team environment

• Ability to package and submit applications in AOL accurately and independently, including company, trust, SMSF and self-employed structures

• Working knowledge of Mercury, including compliance use

• Understanding of Australian mortgage processes and lender requirements

• Experience coordinating discharges and payouts on refinance files

• Leadership instincts, with capacity to grow into an operations manager role

Requirements

• Stable work-from-home setup (reliable internet, laptop/desktop, quiet workspace)

• Proactive attitude - able to follow up clients, lenders, and third parties without being prompted

Benefits