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 strong residential lending knowledge, practical experience with commercial and private lending, excellent communication skills and the ability to work closely with brokers in a rapid-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 com

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