All applications will be treated in strict confidence and no reference check will be complete without applicant's consent
About the Prospect
Are you an experienced credit professional looking for more autonomy, variety and genuine career progression? Do you have a sharp eye for detail, a solid understanding of lender policy, and the drive to help clients get to settlement faster? This is the role you've been looking for.
We are a well-established Canberra-based mortgage brokerage looking for an experienced Credit Analyst to work closely alongside one of our brokers, taking ownership of the loan preparation and processing function from initial assessment through to settlement. This is a genuine opportunity to play a pivotal role in a high-performing brokerage, with real autonomy over your own pipeline and the support of an experienced team around you.
Key Responsibilities
1. Loan Preparation & Structuring
Review client scenarios and financial documentation to assess suitability
Structure loan applications to align with client goals and lender requirements
Conduct preliminary lender policy and servicing analysis to support loan recommendations
2. Application Processing & Pipeline Management
Prepare and lodge loan applications via MyCRM and Apply Online (or similar platforms)
Manage a pipeline of applications, proactively tracking progress and following up outstanding conditions
Liaise with lenders, clients and other stakeholders (conveyancers, real estate agents) to keep deals on track
3. Lender Policy & Compliance
Maintain a thorough, up-to-date understanding of lender policy, credit criteria and serviceability calculators
Ensure all files are compliant with NCCP obligations and internal processes
Keep the broker informed of relevant lender policy changes
4.



Client & Broker Support
Act as a key point of contact for clients during the application process, providing clear and timely updates
Support the broker with file management, documentation and day-to-day administrative requirements
Maintain accurate and up-to‐date records throughout the loan lifecycle
Key Selection Criteria
Essential
Minimum 4 years' experience working within a mortgage brokerage in a credit analyst, loan processing or similar role
Strong working knowledge of MyCRM, Apply Online, or comparable broker platforms
Thorough understanding of lender policy, credit assessment and loan processes across a broad lender panel
Excellent attention to detail and strong organisational skills
Confident communicator, comfortable liaising with lenders and clients
Ability to manage a pipeline of files and prioritise competing deadlines
Desirable
Certificate IV or Diploma in Finance and Mortgage Broking
Sound knowledge of NCCP compliance obligations within the mortgage broking industry
Experience working directly alongside a broker in a similar support capacity
Key Competencies
Client Focus — places the client's best interests at the centre of every interaction
Attention to Detail — thorough and accurate in all aspects of file management and documentation
Communication — communicates clearly, professionally and proactively with clients and stakeholders
Organisation & Time Management — manages competing priorities effectively without dropping the ball
Integrity — acts with honesty, professionalism and in full compliance with regulatory obligations
What's on Offer
$100,000 per annum
Be part of a supportive, well-established Canberra brokerage
Option to progress to a mortgage broker role in the future
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📌 Credit Analyst (Canberra)
🏢 Trilogy Funding
📍 Canberra