Job Description

Managing client documents and loan application files

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Following up outstanding information from clients, lenders, solicitors and other stakeholders

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Data entry into CRM and lender platforms

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Managing emails, phone calls and appointment scheduling

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Preparing loan application and compliance documentation

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Conducting employment and verification checks

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Monitoring loan progress from application through to settlement

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Providing regular updates to clients throughout the loan process

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General administration and office support

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About You

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Solid attention to detail

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Able to take initiative

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Excellent communication and organisational skills

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Ability to manage multiple tasks and deadlines

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Positive attitude and willingness to learn

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Proficient with Microsoft Office and general computer systems

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Experience

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- Previous administration experience is preferred but not essential
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- Mortgage broking,



banking or finance experience is highly regarded
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- Training will be provided for the right candidate
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What We Offer:

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- Friendly and supportive team environment
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- Direct mentoring from experienced mortgage brokers
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- Flexible working arrangements
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Work Options

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Option 1:

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Preferred days: Monday, Wednesday and Friday

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Hours: 9:00am – 5:00pm

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OR

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Option 2:

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School-friendly hours

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Approximate hours: 9:30am – 2:30pm

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Employer Questions

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- Do you have previous administration experience?
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- Do you have experience in mortgage broking, banking or finance?
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- Are you available for the preferred work schedule outlined above?
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- Why are you interested in joining Discover Finance?
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📌 Mortgage Broker Assistant (Victoria)
🏢 Discover Finance
📍 Victoria