Broker Support Officer (Mandarin Required)

Myloans Services; North Sydney; On-site; AUD 65,000 - 90,000; Full time

Job summary

Myloans Services is seeking an experienced Broker Support Officer to provide administrative, credit and client-service support across residential, commercial and private lending. You will manage client inquiries, prepare loan applications and progress approvals from initial contact to settlement, delivering a professional client experience.

The role suits a mature lending professional with at least three years of relevant loan-processing or mortgage broking experience and strong residential

Qualifications

• Minimum three years’ experience in loan processing, broker-support or mortgage broking.
• Strong residential lending knowledge with exposure to commercial and private lending.
• Excellent communication in a fast-paced, client-focused environment.

Responsibilities

• Support brokers through the end-to-end loan process: enquiry, document collection, assessment, application prep, submission and settlement.
• Prepare and organise client documents for lender assessment with accuracy and completeness.
• Assist with lender research, product comparisons, servicing checks and loan structuring.
• Prepare finance submissions and supporting materials for residential, commercial and private lending.
• Submit and manage applications through lender portals, aggregators and CRM, keeping notes up to date.
• Monitor applications and follow up lender conditions, documents and settlement tasks.
• Coordinate with valuers, solicitors, accountants, lenders and aggregators to keep progress on track.

Skills

Loan processing

Broker support

Credit analysis

Residential lending

Commercial lending

Client service

MS Office

CRM systems

Education

Certificate IV or Diploma in Finance and Mortgage Broking

Tools

CRM systems

Lender portals

Job description

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 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.

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).

Be careful - Don’t provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad.