The Business
Our client is an award-winning finance brokerage in Melbourne. They work across home loans, commercial and business lending, asset finance & property development.
They are ranked among Australia's top 50 brokerages Nationally. Their commercial lending has driven much of that growth, built on complex deals where lender relationships and structuring matter more than rate.
This is a senior opening reporting directly to the Director. It is the person who owns how the business runs, and who leads its adoption of AI. For an operator who wants to build rather than maintain, it is a rare mandate.
What's In It For You
$150,000 to $180,000 plus super
A senior role reporting directly to the Director, with real authority over how the business runs
A clear mandate to lead AI adoption across a nationally ranked brokerage
Broad lending mix: residential, commercial, asset finance and development
The chance to build the operating model rather than inherit someone else's
A close-knit, in office team with daily access to the Directors
About The Role
You will own the loan workflow from broker handover to settlement and lead the parabrokers, loan processors and administration team behind it. Day to day that means running the pipeline, clearing stalled files, keeping lenders moving and making sure every file is compliant before it leaves the office.
The other half of the role is change. The business sees AI as its biggest lever to lift capacity without adding headcount. You will find where it saves the most time, put the right tools into daily use and bring the whole team with you,
You will thrive here if you enjoy being relied upon, make calls without waiting to be told, and take pridein making this happen.
Key Responsibilities




Own the end-to-end loan workflow from handover through submission, approval and settlement
Run weekly work-in-progress meetings and set priorities for stalled applications
Report pipeline and settlement forecasts to the Director every week
Lead the business's AI roadmap and put high-value use cases into daily use
Trial and implement AI and automation tools alongside Mercury and lender portals
Train the team to use AI confidently, and set guardrails that protect client data
Lead, coach and performance manage the parabroker, processing and admin team
Ensure every file meets NCCP, responsible lending and best interests duty requirements
Run pre-submission and post-settlement compliance reviews
Document and improve procedures, checklists and service levels
Act as the escalation point for complex files, lender delays and client issues
Skills & Experience
Proven experience leading a mortgage broking operations, processing or parabroker team
Deep knowledge of the residential loan lifecycle, lender policy and servicing
A genuine drive to adopt AI and new technology, and a record of getting teams to use it
Sound understanding of NCCP, responsible lending and best interests duty
A track record of improving turnaround times or file quality, with numbers to show it
Clear, direct communication with brokers, lenders and clients
The confidence to hold standards with a high-performing team
You'll stand out if you have:
Hands-on experience with Mercury, ApplyOnline and lender portals
Exposure to commercial, asset finance or development lending
Experience with Microsoft Copilot, ChatGPT, Claude, Power Automate or Zapier
A Diploma of Finance and Mortgage Broking Management
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📌 Gm/Operations Manager (Melbourne)
🏢 Ethos360 recruitment
📍 Melbourne