We are seeking a knowledgeable and client-focused Credit Analyst to join our team.
The successful candidate will act as an intermediary between clients and lending institutions, helping individuals and businesses secure suitable mortgage solutions.
This role requires strong financial acumen, excellent communication skills, and a commitment to delivering exceptional customer service.
We are also open to hearing from experienced Loan Processors or Loan Officers who are looking to take the next step in their career and transition into a Credit Analyst role.
The Role:
Assess clients' financial situations, needs, and goals to recommend appropriate mortgage products
Source and compare loan options from a panel of lenders to find the best fit for clients
Guide clients through the mortgage application process from initial consultation to settlement
Collect and verify financial documentation (income, credit history, assets, liabilities)
Liaise with lenders, real estate agents, solicitors, and other stakeholders to facilitate smooth transactions
Ensure compliance with regulatory requirements and internal policies
Stay up to date with mortgage products, interest rates,



and lending criteria
Build and maintain robust relationships with clients to generate repeat business and referrals
Provide ongoing support and advice to client's post settlement
Key Skills and Experience:
Proven experience as a Credit Analyst, Loan Officer, or similar role (preferred)
Relevant licensing or accreditation (e.g., Certificate IV in Finance and Mortgage Broking in Australia)
Strong understanding of mortgage products, lending criteria, and financial regulations
Excellent communication, negotiation, and interpersonal skills
High level of attention to detail and organisational skills
Ability to interpret company financials and tax returns to provide tailored recommendations
Proficiency in CRM systems and mortgage/lending software
Customer-centric mindset with a passion for helping clients achieve financial goals
Strong networking and relationship-building capabilities
Self-motivated with the ability to work independently and meet targets
Ethical and compliant approach to financial services
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📌 Credit Analyst (New South Wales)
🏢 Recruit VR
📍 New South Wales