What We're Looking For
Robust 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
Solid 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?
J-18808-Ljbffr
Required Skill Profession
Corporate Finance & Strategic Planning
📌 Finance Assistant Albury
🏢 Anka Finance Solutions
📍 Albury