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Lending associate

Port Fairy
EVERLEND
Posted: 8 March
Offer description

If you're someone who's excited to grow, make an impact, and thrive in a supportive environment, we want you with us!

AtEverlend, we're more than just a mortgage brokerage – we're on a mission to empower people to make confident financial decisions.

Founded on education, innovation, and exceptional service, we're proud to have built a dynamic, energetic, and values-driven team. From our educational'You Have My Interest'podcast to our impactfulInternational Women's Day charity events, we believe in creating meaningful change – for both our clients and the community.

We've been recognised in theTop 3% of brokeragesfor our aggregator, and we're just getting started.

We're looking for a proactive, detail-drivenLending Associateto support our brokers and deliver an exceptional client experience.

This is not a passive admin role. You'll take ownership of files, manage client communication, and work closely with brokers to keep deals moving accurately and efficiently.

What You'll Be Responsible For

* Assessing clients' financial positions, objectives, and borrowing requirements to support tailored lending strategies
* Researching and evaluating suitable lending products and structures to meet client needs and long-term goals
* Assisting in structuring and recommending loan solutions in collaboration with brokers
* Preparing, reviewing, and submitting loan applications with a high level of accuracy and attention to detail
* Managing the end-to-end application process with lenders, including coordinating approvals, conditions, and settlements
* Liaising with clients, brokers, lenders, and referrers to provide clear, proactive updates and guidance throughout the process
* Maintaining accurate CRM records, including notes, milestones, and task management
* Identifying risks, policy issues, or servicing challenges early, and working proactively to resolve them
* Supporting brokers with financial analysis inputs, servicing assessments, and document verification
* Preparing and reviewing loan documentation, including terms, structures, and repayment considerations
* Contributing to continuous improvement of internal processes, systems, and team knowledge
* Assisting across a range of lending scenarios, including residential, commercial, development, and more complex transactions, including development finance

About You

We're not just looking for skills – we're looking forthe right person.

We're looking for someone who aligns with our values ofintegrity, growth, health, and strong relationships.

You'll thrive in this role if you are:

* Proactive– Spots problems before they arise and takes action
* Self-directed– Takes full ownership of files and client experience
* Accountable– Is comfortable working in a fast-paced, high-accountability environment
* Customer-focused– Communicates clearly and positively with clients and brokers
* Tech-savvy– Is comfortable navigating CRMs and new systems
* Eager to learn– Thrives in a team that values learning, feedback, and continuous improvement

Experienced? Amazing, but not paramount.

No direct experience but have solid admin skills and a drive to learn? We'll support you to succeed.

What You'll Get

* Salary range$70,000–$90,000(depending on experience)
* Pluscommission, wellbeing allowance, and 2 extra "me" days off each year
* A supportive, high-performing team environment
* Exposure to complex scenarios and experienced brokers
* Clear expectations, strong systems, and room to grow
* A workplace that values accountability, learning, and doing things properly

How to Apply

If you're excited by the idea of joining a growing business that values contribution, personal development, and client care, we'd love to hear from you!

Please note, only shortlisted candidates will be contacted.

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