Job Description
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- Conduct detailed loan file assessments based on client documents and lender policies.n
- Research and compare lender products, interest rates, fees, and policies to support suitable loan recommendations.n
- Review and analyse income documents including PAYG, self-employed, and company/trust structures.n
- Calculate serviceability and assess borrowing capacity using lender calculators.n
- Prepare and package loan applications and submit them via lender portals and aggregator systems.n
- Liaise with lenders, BDMs, solicitors, valuers, and other stakeholders to progress applications.n
- Follow up on conditional approvals, outstanding conditions, and additional document requirements.n
- Manage post-lodgement activities through to settlement, including tracking, follow-ups, and status updates.n
- Ensure compliance with Australian lending guidelines and responsible lending obligations.n
- Maintain accurate CRM records, file notes, and status updates across all active files.n
- Support brokers with credit proposals, basic scenario analysis, and loan structuring.n