We represent one of Australia's fastest growing non-bank lenders, providing innovative loan products to small to medium enterprise businesses nationally. They have a collaborative workplace where everyone brings their A game to work, and enjoy some of the most incredible office views in the world.
Due to growth, this successful business is now looking for a Lending Operations Specialist to run loan files from enquiry through to settlement and post-settlement administration, working inside their HubSpot-driven workflow.
The successful candidate will manage the full lifecycle of loan files day-to-day, while also helping extend and refine the systems that power that process. The role is ideal for someone with experience in lending operations, credit administration, or settlements, who takes pride in process discipline and accuracy, and is naturally curious about systems and automation.
Some of your key responsibilities will include:
Setting up new enquiries and loan files in HubSpot same-day, complete and error-free
Preparing loan approvals against credit policy for sign-off




Coordinating settlements end‐to‐end — document collection, valuations, credit papers, solicitor liaison and funding drawdown
Maintaining the post‐settlement loan book — tracking insurance renewals, maturities and conditions ahead of due dates
Managing customer and broker correspondence to a zero‐inbox standard
Maintaining borrower, security and loan data in HubSpot and SharePoint to audit‐ready accuracy
Processing and reconciling day‐to‐day transactions, with a clean monthly handover to the bookkeeper
Using tools such as HubSpot, AI tooling and Power Automate to help build out an end‐to‐end automated loan processing system
We're looking for someone who combines operational discipline and attention to detail with genuine curiosity about systems and process improvement. Experience in a broker support role, private/commercial lending operations, or a bank's broker support team will be advantageous.
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📌 Lending Operations Lead — Automation & Settlements (Sydney)
🏢 Thomas Frost Executive
📍 Sydney