About the role

Loan Processor & Client Services Administrator to keep files moving from first enquiry to settlement and beyond. The role is full-time, but genuinely flexible for an experienced processor: part-time (three or four days) or school-hours arrangements (for example, five days, around 9:15–2:45) can work for the right person.

Key responsibilities

- Set up new clients and deals in BrokerEngine, AFG FLEX and document systems, and follow up the information needed

- Prepare, key and lodge applications, and manage them through to approval — following up lenders, answering credit questions and clearing conditions

- Request pricing and valuations, and help run back-book pricing reviews for existing clients

- Manage approved loans through to settlement: loan documents, settlement figures, discharges, insurance and pre-settlement checks

- Coordinate construction progress payments

- Be a clear, friendly point of contact for clients — weekly updates, loan maintenance requests

- Keep Trello workflow, deadlines, pre-approval expiries and admin inbox under control

- Close out files, run post-settlement check-ins and keep everything compliant and audit-ready

- Handle enquiries and loan maintenance (fixed rates, splits, offsets, redraws, direct debits); coordinate between clients, lenders and conveyancers

- Run the annual review process; request back-book pricing; update client information; flag further lending opportunities to the brokers

About you





- 2+ years in mortgage broking support, loan processing or bank lending

- Seriously organised with strong attention to detail across many concurrent files

- Explicit, confident communicator by phone and email, with clients and with banks

- Understanding of lending deadlines — finance clauses, settlement dates, pre-approval expiries, auction/buy ready — and you work with urgency when required

- Comfortable picking up the phone to chase a BDM or an assessor

- Working knowledge of the residential loan process from application to settlement

- Experience with AFG FLEX, BrokerEngine, ApplyOnline, Quickli or Trello is a big plus — we'll train the rest

About us

TS Finance Broking is a Melbourne mortgage and finance brokerage built on referrals, repeat clients and long-term relationships. Since 2013 we've helped home buyers, investors and business owners with residential and commercial lending. We're a small, tight team, and we're growing.

Benefits

- A genuine relationship business. Our clients come by referral, and they stay

- Small team, real responsibility, and direct access to an experienced principal broker with a banking and accounting background

- Hybrid work from our Scoresby office, with part-time or school-hours options for the right person

- Room to grow into credit analysis or broking as the business expands

- Modern tools, including AI, so you can be as efficient as possible

📌 Loan Processor & Client Services Administrator (Scoresby)
🏢 TS Finance Broking
📍 Scoresby