What We're Looking For
- Strong customer service mindset with excellent communication skills
- Able to complete tasks efficiently and on time
- Confident using Microsoft Excel (including formulas, pivot tables, and data analysis), Word, and other high-volume systems
- Strong organisational skills and attention to detail
- Ability to learn quickly and work well under pressure
- Experience in lending or banking
- Cert IV or Diploma in Mortgage Broking is desirable but not required
- Ability to pass background checks and meet regulatory requirements for financial services
What You\'ll Be Doing
- Go above and beyond to deliver an outstanding client experience
- Verify and organise mortgage application documents (income, employment, credit reports, etc.)
- Collect and review all required documentation to meet lender requirements
- Ensure compliance with all internal and regulatory policies
- Accurately enter and maintain client and loan data across systems
- Act as a key liaison between clients, lenders, solicitors, and conveyancers
- Manage loan timelines, follow up on outstanding items, and provide regular updates
- Work with internal teams and support knowledge sharing
- Assist with issue resolution during application processing
- Daily admin duties: email management, phone follow-ups, scanning, filing, using bank calculators and portals
Questions for Applicants
- Which of the following statements best describes your right to work in Australia?
- How many years\' experience do you have as a Financial Assistant?
- Which of the following Microsoft Office products are you experienced with?
- Do you have experience in administration?
- Do you have customer service experience?
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