Finance Deal Navigator

Auswide Global Group

Sydney

On-site

AUD 70,000 - 100,000

Full time

9 days ago
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Job summary

Auswide Global Group is seeking a Finance Coordinator in Sydney to manage finance applications from submission through to settlement, acting as central point between brokers, lenders and internal teams.

You will liaise with lenders, brokers, clients, and referrals; track applications, ensure documentation accuracy, maintain CRM and stay updated on policies. Ideal candidate has mortgage broking or lending experience and strong Excel/CRM skills.

Qualifications

  • Experience in mortgage broking, loan processing, banking or financial services.
  • Understanding of residential and/or commercial lending.
  • Experience managing multiple applications or transactions.
  • Strong Microsoft Office skills, particularly Excel and Outlook.
  • Experience with a CRM or loan origination platform.
  • A relevant degree in Finance, Commerce, Business, Economics or similar is desirable, but experience and attitude are equally important.

Responsibilities

  • Managing finance applications from submission through to settlement.
  • Liaising with lenders, brokers, clients, referral partners, valuers and solicitors.
  • Tracking applications and proactively identifying potential delays.
  • Following up outstanding documentation and approvals.
  • Providing regular updates to brokers and referral partners.
  • Reviewing applications and documentation for accuracy and compliance.
  • Maintaining CRM and workflow systems.
  • Staying across lender policies, credit appetite and product changes.
  • Attending lender training and industry sessions.
  • Helping improve processes and create a more efficient operation.

Skills

Mortgage broking
Loan processing
CRM platform
Excel
Communication
Detail-oriented
Proactive

Education

Finance/Commerce/Business/Economics degree

Tools

CRM/loan origination platform
Microsoft Office (Excel/Outlook)

Job description

Auswide Global Group is seeking a Finance Coordinator in Sydney to manage finance applications from submission through to settlement, acting as central point between brokers, lenders and internal teams.

You will liaise with lenders, brokers, clients, and referrals; track applications, ensure documentation accuracy, maintain CRM and stay updated on policies. Ideal candidate has mortgage broking or lending experience and strong Excel/CRM skills.

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