At a Glance
- Tasks: Manage post-settlement administration and ensure clients are well looked after.
- Company: Boutique finance business with a focus on client relationships.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Ideal for proactive individuals who thrive in a dynamic, client-focused role.
- Why this job: Take ownership of client portfolios and make a real difference in their financial journeys.
- Qualifications: 3–7+ years in mortgage administration or broker support, with strong organisational skills.
This is an excellent opportunity for an experienced mortgage broking support professional to join a boutique finance business, supporting four established Mortgage Brokers with the ongoing management of their existing client and loan portfolios. This is not an end-to-end loan processing role. The focus is firmly on what happens after settlement – ensuring existing clients are proactively looked after, loan reviews happen when they should, records remain accurate and the brokers have clear visibility across their portfolios.
The role
- You'll take ownership of the post-settlement administration across the brokers’ existing loan books, including:
- Coordinating regular loan reviews and client health checks
- Managing upcoming reviews, key dates, outstanding actions and follow-ups
- Liaising with existing clients for updated information and documentation
- Supporting pricing reviews and other lender/BDM enquiries
- Coordinating variations, discharges, refinances and other post-settlement requirements
- Maintaining accurate client and loan information across CRM, aggregator and lender systems
- Identifying clients due for review and ensuring opportunities are brought to the brokers’ attention
About you
We’re looking for someone who already understands the mortgage broking and residential lending environment and can confidently manage a busy existing loan portfolio. Ideally, you’ll have 3–7+ years’ experience in mortgage administration, broker support, post-settlement support or residential lending. You’ll be highly organised, comfortable dealing with clients, brokers, lenders and BDMs, and confident using mortgage broking CRM, aggregator and lender platforms. Most importantly, you’ll be proactive and accountable. This is a role for someone who takes ownership of reviews and follow-ups and makes sure nothing falls through the cracks. For an experienced person who enjoys the client and portfolio side of mortgage broking but doesn’t necessarily want to spend their day processing new applications, this is a great opportunity to take ownership of an important function within an established business.
Loan Portfolio Administrator in Sydney employer: Talent Web Recruitment
As a Relationship Manager (KYC Support) in our dynamic International Banking and Financial Institutions team, you will thrive in a supportive work culture that values collaboration and professional growth. Our commitment to employee development is reflected in tailored training programs and opportunities for advancement within the banking sector, all while working in the vibrant environment of Australia, where you can engage with large Chinese corporate clients and expand your expertise in cross-border banking.
