05 Aug
|
Trilogy Funding
|
Canberra
05 Aug
Trilogy Funding
Canberra
All applications will be treated in strict confidence and no reference check will be complete without applicant's consentAbout the OpportunityAre 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 prospect 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 Responsibilities1.
Loan Preparation & StructuringReview client scenarios and financial documentation to assess suitabilityStructure loan applications to align with client goals and lender requirementsConduct preliminary lender policy and servicing analysis to support loan recommendations2.
Application Processing & Pipeline ManagementPrepare and lodge loan applications via MyCRM and Apply Online (or similar platforms)Manage a pipeline of applications, proactively tracking progress and following up outstanding conditionsLiaise with lenders, clients and other stakeholders (conveyancers, real estate agents) to keep deals on track3.
Lender Policy & ComplianceMaintain a thorough, up-to-date understanding of lender policy,
credit criteria and serviceability calculatorsEnsure all files are compliant with NCCP obligations and internal processesKeep the broker informed of relevant lender policy changes4.
Client & Broker SupportAct as a key point of contact for clients during the application process, providing clear and timely updatesSupport the broker with file management, documentation and day-to-day administrative requirementsMaintain accurate and up-to‐date records throughout the loan lifecycleKey Selection CriteriaEssentialMinimum 4 years' experience working within a mortgage brokerage in a credit analyst, loan processing or similar roleStrong working knowledge of MyCRM, Apply Online, or comparable broker platformsThorough understanding of lender policy, credit assessment and loan processes across a broad lender panelExcellent attention to detail and strong organisational skillsConfident communicator, comfortable liaising with lenders and clientsAbility to manage a pipeline of files and prioritise competing deadlinesDesirableCertificate IV or Diploma in Finance and Mortgage BrokingSound knowledge of NCCP compliance obligations within the mortgage broking industryExperience working directly alongside a broker in a similar support capacityKey CompetenciesClient Focus — places the client's best interests at the centre of every interactionAttention to Detail — thorough and accurate in all aspects of file management and documentationCommunication — communicates clearly, professionally and proactively with clients and stakeholdersOrganisation & Time Management — manages competing priorities effectively without dropping the ballIntegrity — acts with honesty, professionalism and in full compliance with regulatory obligationsWhat's on Offer$100,000 per annumBe part of a supportive, well-established Canberra brokerageOption to progress to a mortgage broker role in the future
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📌 Credit Analyst (Canberra)
🏢 Trilogy Funding
📍 Canberra