Broker Assistant / Loan Processor / Client Services Manager

$50,000 - $70,000 yearly
  • Distinct Financial
  • St Kilda Road, Melbourne VIC, Australia
  • Mar 13, 2019
Part time Loan Processor Administration Para-Broker

Job Description

The Role

  • Seeking an experienced mortgage broking assistant/loan processor/client services manager to assist the Managing Director in a growing business.
  • For the right candidate, this role will have flexible working conditions (part time employment, flexible working days/hours)
  • In this role you will be responsible for collecting supporting documents, preparing compliance documents/loan applications, lodging applications and managing applications through to settlement. You will also liaise with clients to ensure their post settlement requirements are met.
  • In this role you will assist the broker in identifying solutions and will have some basic administrative duties (printing, scanning etc).
  • Being a small independent business, you will be able to work on marketing and process improvement initiatives. This is not mandatory but will be available to the successful candidate.
  • Centrally located on St Kilda Road, easily accessible via public transport.


The following are mandatory requirements for this position:

  • A minimum of 2 year’s experience as a parabroker, mortgage broker, lending officer, and/or broker assistant.
  • Experience with mortgage aggregator CRM (Podium preferred but not essential) and ApplyOnline.
  • Experience liaising with lender BDMs and lender support teams and addressing credit assessor concerns for applications right through to settlement.
  • Strong data entry and computer skills are essential
  • Familiarity with complex structures is preferred but not essential.

The successful candidate will also demonstrate:

  • High attention to detail and accuracy
  • A high level of professionalism and customer service
  • Excellent understanding of compliance requirements
  • Proficient at multi-tasking
  • Excellent verbal and written communication skills


Depending on experience, this role would pay a pro-rata package of $50,000 - $70,000 per annum.

How to Apply

If you're interested in this role, please apply below with your resume and a paragraph outlining why you are suitable for this position.