Clear, accurate, compliant: the loan files lenders want to see.
Are you the person who makes sure every loan file is clear, accurate and ready to go? Do you enjoy turning complex financial detail into documentation that lenders and clients can easily follow? If so, this role was built for you.
We’re working with a growing, well-regarded mortgage brokerage in the heart of Melbourne’s CBD (Collins St). They’re looking for an experienced Loan Writer to own the quality of their loan documentation, from the first application through to the final supporting notes.
What you’ll be doing
? Drafting and refining documentation: preparing, reviewing and polishing loan applications, agreements and supporting materials so they’re explicit, accurate and compliant
? Gathering the right information: working with loan officers and client-facing teams to collect what each file needs
? Making it make sense: translating complex financial terms into plain language for clients and stakeholders
? Keeping standards consistent: maintaining documentation standards, updating templates and verifying data across every file
? Knowing the products: researching lending products and lender policy to support accurate documentation
⚙️ Improving the process: finding ways to make loan documentation faster, cleaner and more efficient
✅ Staying compliant:
making sure all documentation meets NCCP, lender and internal requirements
What you’ll bring
✅ 2–3+ years in residential loan writing or broker support, ideally within a mortgage broking business
✅ MyCRM and ApplyOnline experience (essential)
✅ A track record of lodging across a broad lender panel and managing files through to settlement
✅ Confidence with lender servicing calculators, broker portals and credit policy documents
✅ Sharp attention to detail and the ability to juggle multiple live files without dropping any
✅ Clear, strong writing, because lenders read and act on your notes
Bonus points for
⭐ Cert IV or Diploma in Finance and Mortgage Broking
⭐ Self-employed / Alt Doc experience (company financials, trusts, business tax returns)
⭐ SMSF or non-bank lending exposure
Why you’ll love it
? A role where your expertise drives the outcome
? A Collins St office, close to transport, cafés and everything the CBD offers
? A growing business where you’ll have real impact
? Full-time in the office to start, with flexibility once you’re established
Ready to make your move?
Apply now or send me a message for a confidential chat. If you know a great loan writer who’d suit this, please tag them or share the post. ?