We are seeking an experienced, detail-oriented and proactive Broker Support Officer / Broker Assistant to join our growing financial services team. You will provide high-quality administrative, credit and client-service support to brokers across residential, commercial and private lending and other complex finance transactions. You will help brokers manage client enquiries, prepare loan applications, progress approvals and deliver a professional, responsive client experience from first contact through to settlement and ongoing review.

This position suits a mature lending professional with at least three years of relevant loan-processing, broker-support, credit-support or mortgage broking experience, strong residential lending knowledge, practical commercial and private lending exposure, and excellent communication skills in a fast-paced, client-focused environment.

About the Role

We are seeking an experienced, detail-oriented and proactive Broker Support Officer / Broker Assistant to join our growing financial services team. You will provide high-quality administrative, credit and client-service support to brokers across residential, commercial and private lending and other complex finance transactions. You will help brokers manage client enquiries, prepare loan applications, progress approvals and deliver a skilled, responsive client experience from first contact through to settlement and ongoing review.

This position suits a mature lending professional with at least three years of relevant loan-processing, broker-support, credit-support or mortgage broking experience, strong residential lending knowledge, practical commercial and private lending exposure, and excellent communication skills in a fast-paced, client-focused environment.

Key Responsibilities

Broker Support and Loan Processing

- Support brokers through the end-to-end loan process: 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 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, keeping notes, milestones and client records up to date.
- 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, providing timely updates and clear explanations of next steps.
- Communicate in a patient, respectful and service-focused manner so clients understand document requirements, application progress and key deadlines.
- Build trust 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 your communication style to first-home buyers, investors, business owners, self-employed borrowers and clients with complex lending requirements.
- Support client retention through 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.

What We’re Looking For

- Minimum three years’ experience in loan processing, broker support, credit support, banking operations, mortgage broking or a related finance role. Candidates with broker experience are also welcome to apply.
- Strong hands-on residential lending experience, with practical exposure to commercial and private lending.
- Solid understanding of the loan process from preliminary assessment and document preparation through to submission, approval, settlement and post-settlement service.
- Strong credit analysis capability, including assessing serviceability, borrowing entities, security structures, income types,



risks and exit strategies.
- Excellent written and verbal communication skills, with the ability to explain finance requirements clearly and professionally.
- Strong commitment to client service, including responsiveness, patience, proactive follow-up and attention to detail.
- Ability to manage multiple applications, stakeholders and deadlines while maintaining accuracy and service quality.
- Ability to work closely with brokers, adapt to their workflow and priorities, and support their preferred client-service standards.
- Proficiency with Microsoft Office, Adobe, CRM systems, aggregator platforms and lender portals.

Preferred Experience and Qualifications

- Experience in a mortgage brokerage, aggregator, bank, non-bank lender or private lender.
- Experience supporting self-employed borrowers, trusts, companies, SMSFs and complex income structures.
- Experience in commercial property finance, business lending, construction finance, bridging finance, short-term finance or non-bank lending.
- Ability to prepare finance summaries and submission materials for commercial and private lending transactions.
- Qualification in Finance, Business, Accounting, Economics or a related discipline.
- Certificate IV or Diploma in Finance and Mortgage Broking (highly regarded).
- Mandarin language skills (highly regarded) due to the communication needs of some clients and broker networks.

Why Join Us?

- Broad lending exposure: Work across residential, commercial, non-bank and private lending transactions.
- Client-focused environment: Support brokers in delivering responsive, professional and relationship-driven service.
- Career development: Build your credit analysis, loan structuring and client-management capability, with potential progression into senior broker support, credit analyst, loan writer or credit management roles.
- Complex finance experience: Gain exposure to diverse borrowing structures, income types, security arrangements and lender solutions.
- Supportive team culture: Join a team that values accountability, collaboration, accuracy and long-term client relationships.

Essential Criteria

- Minimum three years’ relevant loan-processing, broker-support, credit-support or mortgage broking experience.
- Strong residential lending experience.
- Practical, hands-on commercial lending experience.
- Ability to support private lending or non-bank lending transactions.
- Strong client communication skills and a genuine customer-service mindset.
- Valid working rights in Australia (Australian citizenship, permanent residency or an appropriate visa with suitable working rights).

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📌 Broker Support Officer (Mandarin Required) (Sydney)
🏢 Myloans Services
📍 Sydney