Operations Officer – The Backbone of the Business
About Us
At MoneyQuest Bass Coast, we're not your average mortgage and finance brokerage — we're a growing, close-knit team helping people achieve their property and finance dreams (and we love celebrating the wins along the way)
We're big on collaboration, career growth, and keeping things positive. Our culture is built on genuine relationships — with our clients, business partners, and each other. Think of us as the perfect mix of professional and personable — we work hard, have fun, and make a real impact in our community.
The Role
We're on the hunt for an Operations Officer who's part detail detective, part problem-solver, and part organisational wizard.
Reporting to the Principal Mortgage Broker, you'll keep the engine room running smoothly. You'll support our brokers to deliver "first-time-right" loan submissions, make clients' lives easier, and keep the paperwork (and people) in line.
Don't worry — this role is strictly administrative/operational, so you won't be giving credit advice or responsible for compliance requirements. You'll be the calm behind the storm, ensuring everything is ticking along like clockwork.
Your Day-to-Day Might Include:
§ Understand credit policies and lender preferences (you'll become the go-to person for "which lender does what").
§ Collect and review client information and supporting documentation for broker review.
§ Prepare loan application packages and collate documents for submission to lenders under broker instruction.
§ Assist brokers by ensuring documentation aligns with lender requirements and ACL compliance.
§ Liaise daily with BDMs, lenders, and funders to keep applications moving.
§ Request additional documents from clients and verify employment details when required.
§ Maintain accurate, up-to-date client and loan records within internal systems.
§ Provide administrative support during client meetings, under broker supervision.
§ Assist with settlements, discharges, and post-settlement follow-ups.
§ Provide policy and process updates to internal teams and marketing.
§ Support compliance administration by maintaining accurate records and assisting with audit preparation.
§ Participate in lender training and contribute to process improvements.
§ Support the Mortgage Broker and assist with any other business needs.
§ Keep systems updated with accurate notes and records (because messy data gives everyone a headache).
§ Liaise daily with BDMs, lenders, and funders to progress applications (yes, we said it twice — it's that important).
About You
We're looking for someone who:
§ Has a background or strong interest in banking, lending, or credit
§ Exceptional attention to detail and multitasking abilities — you notice when numbers don't add up
§ Can juggle multiple tasks without dropping a single one.
§ Is confident, curious, and loves to learn.
§ Thrives in a fast-paced environment where no two days are the same.
§ Resides in or around the beautiful Bass Coast (lucky you)
§ Holds Australian citizenship or permanent residency.
Bonus points if you've already worked in mortgages, but enthusiasm and a great attitude go a long way too.
Tools & Systems (experience with any is a bonus…)
§ NextGen ApplyOnline, lender portals, bank verification tools
§ workflow platforms such as MyCRM,
§ Microsoft 365 / Teams / Zoom
§ e-Signature tools (DocuSign, Adobe Sign)
§ Secure file-sharing and ID verification (GreenID / CTC)
§ Credit report ordering (under broker instruction)
What's In It For You (to name a few…)
§ Full training and ongoing support (we'll set you up for success);
§ Exposure to everything from home loans to commercial finance and even SMSF lending;
§ You'll join a supportive, friendly, and professional team that values collaboration, celebrates wins (big and small), and believes in recognising great work; and
§ A chance to work with one of Australia's most recognised franchise networks.
If you're ready to join a dynamic, down-to-earth team where your detail obsession and people skills actually make a difference — we want to hear from you
The remuneration we offer will be influenced by the skills and experience you can bring to the team. To apply or find out more about this role please email
Applications close 4pm December 8th 2025
Apply now and let's chat about how you can become part of the MoneyQuest Bass Coast family.