Finance Advisory Co is a boutique, vibrant and growing mortgage broking firm.
Based in Adelaide and servicing clients nationally, we specialise in home and commercial lending solutions.With a focus on self-employed clients, we believe in developing strong, long-term relationships with our clients, taking the time to understand their goals and circumstances to build an effective finance strategy.About the roleAs a result of continued growth, Finance Advisory Co is looking for an experienced Permanent, Full-Time Senior Broker Assistant / Credit Analyst to join our team in our Adelaide CBD office, commencing February ****.This role is for an experienced broker support professional who wants to take ownership of the processing side of the business.
You will work closely with our Mortgage Brokers, preparing credit assessments for their review and project managing applications through to approval and settlement.Your work will be central to our growth.
By supporting our Mortgage Brokers, you will free them to focus on meeting new clients and growing the business.
For the right person, there is also a pathway to progress to Mortgage Broker.You will work under the direction of our Mortgage Brokers, who remain responsible for all product and lender recommendations and for the advice given to clients.Key responsibilities include:Preparing credit assessments for broker review, including reviewing client financials, payslips, tax returns,



business financials and bank statementsReviewing and reconciling client living expenses and liabilitiesPreparing serviceability and borrowing capacity calculationsResearching lender products and policy to assist the Mortgage Brokers with loan structuringCommunicating with clients to collect information and supporting documents, and keeping them informed throughout the processPreparing finance applications for broker review and lodgementManaging applications through to approval and settlement, and responding promptly to lender requestsLiaising with lenders, BDMs and third-party professionals including lawyers, accountants, financial planners and real estate agentsMaintaining accurate file notes, compliance records and documentation within our CRM and internal systemsWhat we are looking forWe are looking for a detail-focused finance professional with experience in the mortgage broking or lending industry who is confident managing files from application through to settlement.To be considered, you must have experience in a mortgage broking, broker support, loan processing or credit role.The following will be highly regarded:A Certificate IV in Finance and Mortgage Broking or Diploma of Finance and Mortgage Broking ManagementEligibility to be authorised as a Credit RepresentativeCurrent membership of, or eligibility to join, the MFAA or FBAAExperience using broker CRMs and aggregator software (e.g. ApplyOnline, Mercury,



or similar)You will also have:Strong knowledge of the loan application process, lender policy and responsible lending obligationsConfidence preparing credit assessments and serviceability calculationsExcellent attention to detail and strong organisational skillsThe ability to manage a high volume of applications, competing priorities and deadlinesA professional, friendly manner with clients, lenders and colleaguesExcellent written and verbal communication skillsConfidence working independently while also contributing to a teamWhat we offerA competitive salary plus superannuationA pathway to Mortgage Broker for the right personMentoring from highly experienced finance professionalsOngoing training and professional developmentExposure to a broad range of residential and commercial lending scenarios, including self-employed clientsA cooperative and supportive team environment in the Adelaide CBDSuitable candidatesWe would particularly welcome applications from:Experienced Mortgage Broker Assistants, Loan Processors or Credit AnalystsBank or lender staff with credit or lending experienceIf you enjoy owning the processing side of a file, take pride in getting the details right, and want to be a key part of a growing brokerage, we would like to hear from you.Your application will include the following questions:Which of the following statements best describes your right to work in Australia?
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📌 Senior Broker Assistant / Credit Analyst (Adelaide)
🏢 Finance Advisory
📍 Adelaide