Residential Home Loan Specialist
About the Role:
We're building a new kind of brokerage that's changing the way people approach home loans. Our goal is to help clients make informed financial decisions and achieve their goals.
You'll support our brokers by structuring deals, researching lender policies, managing documentation, and ensuring smooth settlements.
Key Responsibilities:
* 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 seamless 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
* Contribute ideas to streamline systems and improve client experience
Requirements:
* 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
* Clear communication skills
* A client-first mindset
* A positive, solutions-focused mindset
What We Offer:
We provide a supportive environment that encourages growth and development. You'll have opportunities to learn from experienced professionals and contribute to the success of our team.