Job Description

Loan Portfolio Administrator n

Sydney

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This is an excellent opportunity for an experienced mortgage broking support skilled to join a boutique finance business, supporting four established Mortgage Brokers with the ongoing management of their existing client and loan portfolios.

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This is not an end-to-end loan processing role. The focus is firmly on what happens after settlement – ensuring existing clients are proactively looked after, loan reviews happen when they should, records remain accurate and the brokers have clear visibility across their portfolios.

The role n

You’ll take ownership of the post-settlement administration across the brokers’ existing loan books, including:

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- Coordinating regular loan reviews and client health checks
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- Managing upcoming reviews, key dates, outstanding actions and follow-ups
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- Liaising with existing clients for updated information and documentation
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- Supporting pricing reviews and other lender/BDM enquiries
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- Coordinating variations, discharges, refinances and other post-settlement requirements
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- Maintaining accurate client and loan information across CRM, aggregator and lender systems
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- Identifying clients due for review and ensuring opportunities are brought to the brokers’ attention
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About you n

We’re looking for someone who already understands the mortgage broking and residential lending environment and can confidently manage a busy existing loan portfolio.

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Ideally, you’ll have 3–7+ years’ experience in mortgage administration, broker support, post-settlement support or residential lending. You’ll be highly organised, comfortable dealing with clients, brokers, lenders and BDMs, and confident using mortgage broking CRM, aggregator and lender platforms.
n Most importantly, you’ll be proactive and accountable. This is a role for someone who takes ownership of reviews and follow-ups and makes sure nothing falls through the cracks.

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For an experienced person who enjoys the client and portfolio side of mortgage broking but doesn’t necessarily want to spend their day processing new applications, this is a great opportunity to take ownership of an important function within an established business.

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📌 Loan Portfolio Administrator (Sydney)
🏢 Talent Web Recruitment
📍 Sydney