Walker Hill Finance specializes in providing financial solutions to our clients to help them achieve their borrowing goals!

About the Role

We're looking for a processing assistant with previous experience to join our mortgage broking team on a permanent basis. Open to part-time hours from 9am to 4pm, five days a week, with three days working from home once probation is complete.

This role would suit someone who's looking for stability and enjoys the work itself, rather than someone chasing a fast track to the next position, we'd love to hear from candidates who are happy to settle in, do great work, and stay in this role for the long term.

How we do it differently

- Join a supportive and collaborative team that values you and your contribution.
- Enjoy flexible working, including WFH (3 days/week) after probation.

Responsibilities

- Ensuring the accurate and effective post-lodgement file management for loan applications from lodgement through to settlement.
- Collating & reviewing loan documents and supporting documents.
- Coordinate settlements between incoming and outgoing lenders and settlement agents.
- Maintaining client files, ensuring compliance with all regulatory requirements.
- Managing Client Reviews – Annual, Fixed Expiry, Repricing.
- Processing a high degree of data entry, including maintaining data management systems (e.g., accurately entering client information, electronic filing documentation).
- Assisting with the preparation of lodgement of deals via MyCRM and AOL.




- Leading process improvement initiatives by establishing office procedures to increase efficiencies and complying with relevant internal and legislative requirements.
- Communicating with clients, lender partners and business contacts (e.g., Solicitors, real estate agents, accountants).
- Maintaining and building client relationships - helping to achieve 5-star reviews by your exceptional service standards.

What we need from you

- Previous loan processing experience.
- Meticulous attention to detail, with the ability to work accurately and efficiently under pressure.
- An analytical, structured, process-orientated and organised approach to completing work.
- Proficient with Microsoft Office, Adobe and ability to learn mortgage CRM software.
- Self-starter, who has high standards and sets themselves goals and goes about achieving them.
- Demonstrate a strong customer focus with a positive, can-do attitude.
- Be able to work autonomously, use initiative and understand the impact of your actions on the progress of a loan application.
- Fantastic verbal and written communication skills.
- Ability to multitask and meet deadlines and exceptional time management.
- Able to adapt to and learn changes in technology and our processes.
- An interest in finance, team player.
- Must be based in Brisbane.

Don’t meet every single requirement? No problem! We still encourage you to apply, we value passion and potential as much as experience!

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📌 Loan Processing Assistant (Brisbane City)
🏢 WHG Recruitment
📍 Brisbane City