Broker Support Officer / Broker Assistant – Residential, Commercial and Private Lending About the Role

We are seeking an experienced, detail-oriented and proactive

Broker Support Officer / Broker Assistant

to join our growing financial services team. This role is responsible for providing high-quality administrative, credit and client-service support to brokers across residential lending, commercial lending, private lending and other complex finance transactions. The successful candidate will play a key role in helping brokers manage client enquiries, prepare loan applications, progress approvals and deliver a professional and responsive client experience from first contact through to settlement and ongoing review. This position is suited to a mature lending professional with at least three years of relevant loan-processing, broker-support or credit-support experience. The role requires robust residential lending knowledge, practical experience with commercial and private lending, excellent communication skills and the ability to work closely with brokers in a fast-paced, client-focused environment. Key Responsibilities Broker Support and Loan Processing Support brokers throughout the end-to-end loan application process, including initial enquiry, document collection, preliminary assessment, application preparation, submission, approval, settlement and post-settlement follow-up.

Prepare, review and organise client supporting documents, ensuring information is complete, accurate and suitable for lender assessment.

Assist brokers with lender research, product comparisons, servicing checks, pricing requests and preliminary loan structuring.

Prepare loan applications, credit notes, servicing summaries,



submission documents and supporting materials for residential, commercial and private lending transactions.

Submit and manage applications through lender portals, aggregator platforms and CRM systems, ensuring all notes, milestones and client records are updated promptly.

Monitor applications and proactively follow up lender conditions, outstanding documents, valuation requirements, loan documents and settlement tasks.

Coordinate with valuers, solicitors, accountants, lenders, aggregators and other stakeholders to keep each application progressing efficiently.

Client Communication and Relationship Support Act as a professional and reliable point of contact for clients during the loan process, providing timely updates and clear explanations of next steps.

Communicate with clients in a patient, respectful and service-focused manner, ensuring they understand document requirements, application progress and key deadlines.

Build trust with clients by responding promptly to enquiries, following up proactively and escalating urgent issues to the broker when required.

Help brokers maintain strong client relationships by preparing update messages, requesting missing information, coordinating appointments and supporting post-settlement service.

Adapt communication style to suit different client needs, including first-home buyers, investors, business owners,



self-employed borrowers and clients with complex lending requirements.

Support client retention by assisting with annual reviews, refinancing opportunities, loan variations and ongoing service touchpoints.

Credit, Compliance and Transaction Support Conduct preliminary assessments of income, expenses, assets, liabilities, borrowing capacity, loan-to-value ratios, repayment capacity and supporting financial information.

Review payslips, bank statements, tax returns, BAS statements, company financials, rental income evidence, trust documents and other financial records.

Assist with commercial and private lending files by preparing finance summaries and reviewing borrowing structures, use of funds, security arrangements, repayment sources and exit strategies.

Identify missing information, inconsistencies, potential credit risks and lender policy issues before submission.

Support brokers in meeting responsible lending obligations, Best Interests Duty, privacy requirements, AML/CTF obligations and internal compliance standards.

Handle confidential client and company information professionally, carefully and discreetly at all times.

Build Credit Capability & Operational Excellence Build, refine and maintain practical credit tools and frameworks, including a comprehensive lender matrix, scenario templates, credit assessment frameworks, deal triage rules, escalation matrices and QA checklists.

Develop and organise a training library and a complex-case knowledge base to upskill team members and streamline onboarding.

Continuously track, analyse and optimise key performance metrics including decline rates, reworks and turnaround times (TAT) to improve deal quality and a

📌 Senior Credit (North Sydney)
🏢 MyLoans Services Pty
📍 North Sydney