An established Australian mortgage and finance brokerage based in Melbourne, operating across Melbourne, Sri Lanka, and Nepal, is seeking a dedicated Australian Broker Support Officer. This role focuses on post-settlement loan servicing and acting as the team's key resource for lender policy and product knowledge.
Working alongside the Principal Broker in Melbourne and loan file owners, you will maintain long-term client relationships and ensure upcoming loan scenarios comply with current lender guidelines before reaching the broker. Core responsibilities include:
- Loan Servicing & Client Maintenance: Oversee fixed-rate rollover tracking, conduct back-book pricing reviews, manage loan structure changes (splits, offset, redraw, IO to P&I), coordinate variations and top-ups, and perform ongoing client check-ins to support client retention.
- Lender Policy & Product Guidance: Research lender guidelines for diverse client profiles, run serviceability calculations using Quickli and lender calculators, track weekly policy/rate updates, and liaise with lender BDMs.
- Application & Settlement Backup: Provide operational assistance during high-volume periods by verifying documentation, clearing approval conditions, ordering valuations, and helping coordinate settlements.
- Compliance & Records: Maintain precise file notes in the CRM while adhering to privacy rules, client identification protocols, and best-interests duty requirements.