Managing client documents and loan application files
Following up outstanding information from clients, lenders, solicitors and other stakeholders
Data entry into CRM and lender platforms
Managing emails, phone calls and appointment scheduling
Preparing loan application and compliance documentation
Conducting employment and verification checks
Monitoring loan progress from application through to settlement
Providing regular updates to clients throughout the loan process
General administration and office support
About You
Strong attention to detail
Able to take initiative
Excellent communication and organisational skills
Ability to manage multiple tasks and deadlines
Positive attitude and willingness to learn
Proficient with Microsoft Office and general computer systems
Experience
- Previous administration experience is preferred but not essential
- Mortgage broking, banking or finance experience is highly regarded
- Training will be provided for the right candidate
What We Offer:
- Friendly and supportive team environment
- Direct mentoring from experienced mortgage brokers
- Flexible working arrangements
Work Options
Option 1:
Preferred days: Monday, Wednesday and Friday
Hours: 9:00am – 5:00pm
OR
Option 2:
School-friendly hours
Approximate hours: 9:30am – 2:30pm
Employer Questions
- Do you have previous administration experience?
- Do you have experience in mortgage broking, banking or finance?
- Are you available for the preferred work schedule outlined above?
- Why are you interested in joining Discover Finance?
