Broker Support Officer

Vor 7 Tagen


Perth, Österreich seek.com.au Vollzeit

Our well established financial planning firm, located near Kings Park, is seeking an experienced and detail driven Broker Support Officer to join our high performing lending division. This is a pivotal role for an experienced professional who thrives in an autonomous environment, managing complex loan files and driving operational efficiency while working closely with senior consultants. What You’ll Do Complex File Management: Prepare, package, and lodge residential loan applications, including self‑employed and trust structures. Lender Relationship Management: Navigate multiple lender portals, policies, and product suites to resolve complex scenarios efficiently. Compliance & Audit Readiness: Maintain meticulous, audit‑ready client files and ensure full compliance with NCCP requirements. Client Communication: Handle client queries regarding application status, lender requirements, and settlement procedures with clarity and professionalism. Settlement Coordination: Liaise with solicitors, valuers, lenders, etc. to ensure seamless settlement outcomes. Mentorship: Provide guidance and support to junior administrative staff as the team grows. What You’ll Bring Minimum 2 years experience in loan processing, credit analysis, or residential lending. Experience across various lending types including loan processing, credit analysis, residential lending, personal lending, and commercial lending is highly valued. Strong knowledge of lender policies and serviceability calculators. Certificate IV or Diploma in Finance & Mortgage Broking (preferred). Exceptional attention to detail and time‑management skills. Ability to work independently and manage multiple tasks. Clear communication skills and a client‑first mindset. Why Join Us? Opportunity to work within a leading financial planning firm, gaining exposure to wealth management and strategic advice. Enjoy a collaborative, supportive team culture. Opportunities to innovate and contribute to process improvements. #J-18808-Ljbffr



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