Job Description
Looking for more than just a job?
Join Strive Finance, a purpose driven mortgage brokerage where your skills truly make a difference.
We're offering a unique dual-role position that blends administrative support with meaningful client interaction, all within a flexible and supportive work environment.
Based in a beautiful coastal location, Strive Finance helps everyday Australians achieve financial freedom.
You won't just be processing paperwork—you'll play a key role in guiding clients through important financial decisions with care and confidence.
We value trust, balance, and genuine relationships, both with our clients and our team.
If you're organised, motivated, and looking to grow with a business that puts people first, we want to hear from you.
This is your chance to join a growing company where your work matters—and where lifestyle and purpose go hand in hand.
Take the next step in your career with Strive Finance.
About Us – Strive Finance
At Strive Finance, we believe finance doesn't have to be confusing or stressful.
Based in a relaxed coastal setting, we're a boutique mortgage brokerage dedicated to helping Australians make confident, informed financial decisions.
With access to a panel of over 25 lenders, we guide our clients through every step of their property journey—whether it's buying their first home, refinancing, or growing an investment portfolio.
We simplify the process, provide clear education, and support our clients in building robust financial futures.
We're proud to be a trusted local partner in a fast-moving industry.




If you want to be part of a professional, supportive, and down‐to‐earth team that values quality service and a healthy work‐life balance, we'd love to hear from you.
The Role
We're on the lookout for a highly organised and proactive Personal Assistant / Loan Processor to support our lead mortgage broker and deliver exceptional client service.
You'll play a vital role in both the day-to-day operations of the business and the loan application process, ensuring everything runs smoothly and professionally behind the scenes.
This is a unique dual role, ideal for someone who enjoys both administrative efficiency and client-facing responsibilities in a fast‐paced, yet supportive environment.
Key Responsibilities
Manage the broker's calendar, book appointments, and coordinate meetings
Screen emails and phone calls, ensuring professional and prompt communication
Prepare reports, presentations, agendas, and client correspondence
Organise travel and accommodation when required
Maintain internal documents and ensure compliance with Australian privacy laws
Assist with onboarding new team members, office admin, and supplier coordination
Collect and review client documentation for home loan applications




Ensure all submissions comply with NCCP, ASIC, ACL, and lender policies
Enter and maintain data in loan CRM systems and digital records
Liaise with clients, lenders, solicitors, valuers, and settlement agents
Prepare and lodge loan applications and supporting documentation
Monitor loan progress and provide clients with timely updates
Assist with post‐settlement care and long‐term client relationship management
About You
We're looking for someone who thrives on structure, communication, and getting things done.
You love solving problems, staying ahead of deadlines, and making sure clients feel supported from start to finish.
You'll Bring
Experience in banking, loan processing, or executive/personal assistant roles is an advantage
Excellent communication, time management, and organisational skills
Ability to manage competing priorities and work independently
High attention to detail and commitment to confidentiality
Confidence with Microsoft Office and CRM or loan software platforms
Why Join Strive Finance?
Coastal lifestyle with flexibility (office‐based or hybrid options)
A friendly, professional, and collaborative environment
Career growth opportunities in a thriving brokerage
Meaningful work where you directly help people secure their future
No two days are the same – your role will be varied, valued, and vital to our success
Flexible working arrangements (office‐based or hybrid by negotiation)
Located in King Creek, with a relaxed and professional culture

📌 Personal Assistant/Loan Processor (Port Macquarie)
🏢 Strive Finance
📍 Port Macquarie