Job Details
  • Reference381272C_1633077856
  • LocationBaulkham Hills
  • Job TypeFull Time
  • Posted23 days ago
  • ConsultantAnson Lam

Our client:

Our client prides themselves on a great culture and work life balance. They are a well established Mortgage Broking firm with a relatively large team. They are currently experiencing growth and looking for a Loan Processor or to support their Senior broker.

If you are looking for a role that incentivises and remunerates for hard work and high performance, this is the position for you. This will be the ideal role for you if you have experience working within another brokerage dealing with a variety loans. You must have great client service and accountability.

Role and responsibilities:

  • Touch base with existing client base to introduce yourself
  • Support customers in providing application information
  • Review customer situation and broker notes to shortlist lender selection
  • Ensure fact find is correct and work out calculations
  • Liaise with credit assessors and ensure there are no outstanding requests
  • Understand client needs and conduct fact find interviews to help them achieve their financial goals
  • Ensure you are looking after the clients best interest and providing a positive seamless journey
  • Keep up to date with bank guidelines and regulations


  • 2+ years experience as a Loan Processor - residential lending
  • Cert IV in Finance and Mortgage Broking is highly regarded but not essential
  • Experience working with SMSF, commercial or self employed lending is advantageous
  • Great communication and written ability
  • Ability to think on your feet and outside the box

Please email your resume for a confidential discussion.