Job Details
  • Reference383288A_1636680965
  • LocationSydney
  • Job TypeFull Time
  • Posted15 days ago
  • ConsultantAnson Lam

Our client:
Our client is a national established Mortgage Broking and Wealth Management Firm in the Sydney CBD looking for an experienced Loan Writer to work in a team that prides themselves on their flexible work conditions. If you are looking for a role that incentivises and remunerates for hard work and high performance, this is the position for you.

This is the ideal role for you if you have over 3 years experience and looking to work in a larger practice with a more structured workload and flexible work from home options couple days a week from home.

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
  • Ability to service own client referrals simultaneously to supporting senior broker
  • 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 Writer/Processor
  • Cert IV in Finance and Mortgage Broking is highly regarded but not essential
  • Experience working with residential home loans
  • Great communication and written ability
  • Ability to think on your feet and outside the box

Please email to apply for this role.