Credit Operations Manager
Specialist Broking
Port Macquarie or Sydney (preferred); Australia-wide
Mortgages (Banking & Financial Services)
$70,000 – $90,000 per year
Full time
Are you an experienced credit assessor or banker looking for a new challenge? Specialist Broking is seeking an ambitious and detail-oriented Credit Operations Manager to join our thriving team. This is a fantastic opportunity to contribute to a growing business while receiving mentorship from a highly experienced CEO, all within a collaborative, flexible work environment.
About Specialist Broking
At Specialist Broking, we specialise in delivering strategic finance solutions for busy professionals across key industries: aviation, medical, business, residential, and agribusiness lending. With deep expertise in each sector, including aviation finance from a former Qantas Group pilot and over a decade of experience working with medicos, we simplify complex financial needs so our clients can focus on their core business.
Led by a CEO with over 15 years in banking, finance, and aviation, we offer mentorship opportunities to help you grow professionally. As part of our close-knit team, you'll enjoy a collaborative work environment and the flexibility to work from home.
Key Responsibilities
Credit Management
1. Oversee loan applications from inquiry to settlement.
2. Ensure accurate documentation is submitted to lenders.
3. Liaise with lenders, clients, and third parties to ensure a smooth process.
4. Conduct compliance checks and provide timely updates to clients.
5. Follow up on outstanding information and maintain accurate CRM records.
Operations Management
1. Provide administrative support to the management team.
2. Help manage workflow and ensure deadlines are met.
3. Maintain office systems, databases, and documentation.
4. Coordinate client meetings and support internal communications.
5. Perform general office duties such as handling calls, emails, and supplies.
Compliance & Reporting
1. Ensure compliance with Australian regulations and industry standards.
2. Assist in preparing reports for management on loan applications and settlements.
Key Skills & Qualifications
1. Extensive experience in loan processing or credit assessment (5+ years), with a deep understanding of complex finance solutions and lending practices.
2. Strong organisational skills, with the ability to coordinate operational processes to ensure optimal efficiency and performance.
3. Proven ability to oversee end-to-end loan processing, from initial client inquiry to settlement, while ensuring compliance with industry regulations and company standards.
4. Advanced knowledge of Australian mortgage products, lending policies, and compliance regulations, particularly in relation to credit assessment and risk management.
5. Excellent relationship management skills, with experience liaising with clients, lenders, and third parties (including solicitors, real estate agents, and lenders) to ensure seamless loan processing.
6. Demonstrated capacity for strategic problem-solving and decision-making, with a focus on delivering positive outcomes for clients and the business.
7. Superior communication skills, both written and verbal, with the ability to present complex financial information clearly and concisely to clients and stakeholders.
8. Highly proficient in loan processing software and CRM systems, with the ability to manage and optimise workflows, and implement improvements as needed.
9. A strong commitment to compliance and risk management, with a meticulous approach to maintaining accurate records and adhering to industry standards.
10. Ability to mentor and develop junior staff, bringing a wealth of knowledge to the team and supporting their professional growth and development.
11. A high degree of discretion and confidentiality, with experience handling sensitive financial data and client information.
How To Apply
Submit your resume and cover letter directly to CEO Daniel Jones:
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