At a Glance
- Tasks: Manage loan applications from start to finish while providing excellent client support.
- Company: TS Finance Broking, a growing Melbourne mortgage and finance brokerage.
- Benefits: Flexible hours, hybrid work options, and opportunities for career growth.
- Other info: Work with modern tools and have direct access to experienced professionals.
- Why this job: Join a small team where your contributions truly matter and make a difference.
- Qualifications: 2+ years in loan processing or mortgage broking support with strong organisational skills.
The predicted salary is between 62100 - 75900 $ per year.
Loan Processor & Client Services Administrator to keep files moving from first enquiry to settlement and beyond. The role is full-time, but genuinely flexible for an experienced processor: part-time (three or four days) or school-hours arrangements (for example, five days, around 9:15-2:45) can work for the right person.
Key responsibilities
- Set up new clients and deals in BrokerEngine, AFG FLEX and document systems, and follow up the information needed.
- Prepare, key and lodge applications, and manage them through to approval - following up lenders, answering credit questions and clearing conditions.
- Request pricing and valuations, and help run back-book pricing reviews for existing clients.
- Manage approved loans through to settlement: loan documents, settlement figures, discharges, insurance and pre-settlement checks.
- Coordinate construction progress payments.
- Be a clear, friendly point of contact for clients - weekly updates, loan maintenance requests.
- Keep Trello workflow, deadlines, pre-approval expiries and admin inbox under control.
- Close out files, run post-settlement check-ins and keep everything compliant and audit-ready.
- Handle enquiries and loan maintenance (fixed rates, splits, offsets, redraws, direct debits); coordinate between clients, lenders and conveyancers.
- Run the annual review process; request back-book pricing; update client information; flag further lending opportunities to the brokers.
About you
- 2+ years in mortgage broking support, loan processing or bank lending.
- Seriously organised with strong attention to detail across many concurrent files.
- Clear, confident communicator by phone and email, with clients and with banks.
- Understanding of lending deadlines - finance clauses, settlement dates, pre-approval expiries, auction/buy ready - and you work with urgency when required.
- Comfortable picking up the phone to chase a BDM or an assessor.
- Working knowledge of the residential loan process from application to settlement.
- Experience with AFG FLEX, BrokerEngine, ApplyOnline, Quickli or Trello is a big plus - we'll train the rest.
About us
- TS Finance Broking is a Melbourne mortgage and finance brokerage built on referrals, repeat clients and long-term relationships.
- Since 2013 we've helped home buyers, investors and business owners with residential and commercial lending.
- We're a small, tight team, and we're growing.
- A genuine relationship business. Our clients come by referral, and they stay.
- Small team, real responsibility, and direct access to an experienced principal broker with a banking and accounting background.
- Hybrid work from our Scoresby office, with part-time or school-hours options for the right person.
- Room to grow into credit analysis or broking as the business expands.
- Modern tools, including AI, so you can be as efficient as possible.
Loan Processor & Client Services Administrator in Melbourne employer: TS Finance Broking Pty Ltd
At TS Finance Broking, we pride ourselves on being an excellent employer by fostering a supportive and flexible work environment in Scoresby. Our small, close-knit team allows for meaningful relationships and direct access to experienced professionals, providing ample opportunities for personal and professional growth. With modern tools at your disposal and the option for part-time or school-hours arrangements, we ensure that our employees can thrive both in their careers and personal lives.
Contact Details:
TS Finance Broking Pty Ltd Recruitment Team
