Location: Fully remote, so anywhere in Australia
Salary: 90-100k + super
Type: Full-time
About Us
We’re building a new kind of brokerage backed by one of Australia’s largest personal finance communities, @tashinvests and The Get Rich Slow Club. Our goal isn’t just to write loans, it’s to help people understand money and make confident financial decisions. Every client interaction is about clarity and empowerment, not confusion and jargon.
The Role
You’ll support our brokers by managing residential home loan applications. That means structuring deals, researching lender policies, managing documentation, and keeping things moving toward settlement. Your job is to make the process seamless, for both brokers and clients, by combining analytical thinking with clear communication.
What You’ll Do
- Assess client scenarios and structure home loan applications for optimal outcomes
- Research and apply lender policies, products, and government schemes
- Liaise with clients, brokers, lenders, solicitors, and other stakeholders to ensure smooth settlements
- Collect and verify supporting documentation (income, ID, valuations, etc.)
- Maintain CRM and compliance documentation to aggregator and audit standards
- Provide updates and education to clients on progress — not just what is happening, but why
- Contribute ideas to streamline systems and improve client experience
What You’ll Bring
- Minimum 2 years’ experience in credit analysis, loan processing, or residential lending
- Solid understanding of lender policies, serviceability calculators, and loan structures
- Certificate IV or Diploma in Finance & Mortgage Broking (preferred)
- Excellent attention to detail and time management
- Ability to work independently in a remote setup
- Explicit communication skills, you can explain complex lending terms simply and confidently
- A client-first mindset. You care about long-term outcomes
- A positive, solutions-focused mindset — you like solving puzzles, not creating new ones
Why You’ll Love It Here
- Fully remote role – work from anywhere in Australia
- Be part of a small, high-performing team where your work actually matters
- All clients are inbound from a trusted personal finance brand
- Opportunity to grow with a fast-scaling business focused on education and long-term impact
In your cover letter, let us know one of your current personal money goals, and why you're a great fit!
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