Job Description

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

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About the Role

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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.

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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.

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How we do it differently

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

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- Ensuring the accurate and effective post-lodgement file management for loan applications from lodgement through to settlement.
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- Collating & reviewing loan documents and supporting documents.
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- Coordinate settlements between incoming and outgoing lenders and settlement agents.
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- Maintaining client files, ensuring compliance with all regulatory requirements.
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- Managing Client Reviews – Annual, Fixed Expiry, Repricing.
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- Processing a high degree of data entry, including maintaining data management systems (e.g., accurately entering client information, electronic filing documentation).
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- Assisting with the preparation of lodgement of deals via MyCRM and AOL.
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- Leading process improvement initiatives by establishing office procedures to increase efficiencies and complying with relevant internal and legislative requirements.
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- Communicating with clients, lender partners and business contacts (e.g., Solicitors, real estate agents, accountants).
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- Maintaining and building client relationships - helping to achieve 5-star reviews by your exceptional service standards.
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What we need from you

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