Lending Assistant

Wagstaff Finance Pty; Toowoomba Regional; On-site; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Full-time role

Toowoomba CBD office

Ownership of files

Modern systems

Clear KPIs

Process improvement

Supportive team

Training & development

Job summary

Wagstaff Finance, a Toowoomba-based mortgage broking business, is seeking a Lending Assistant to take ownership of each loan file from document collection through settlement. Join a team that embraces automation to reduce repetitive tasks and keep applications on track, delivering a smooth client experience.

You’ll manage loan processes end-to-end, lodge with lenders, coordinate settlements and be the primary point of contact for clients, brokers, and solicitors, ensuring timely updates and

Qualifications

• At least one year experience in mortgage broking support or lending operations.
• Experience managing applications from document collection through to settlement.
• Understanding lending processes including settlements and documentation.
• Strong attention to detail and ability to manage multiple files.
• Comfort with AI-assisted workflows and cloud-based tools.

Responsibilities

• Manage loan process from document collection to settlement.
• Lodge applications with lenders and track progress.
• Review approvals and coordinate with clients, solicitors and lenders.
• Coordinate settlement requirements through to completion.
• Serve as primary client contact with updates.
• Identify process improvements to streamline lending journey.

Skills

Mortgage broking support

End-to-end lending

Client communication

Document collection

Lodging applications

Settlement coordination

Process improvement

Cloud-based systems

AI-assisted tools

Time management

Tools

ApplyOnline

Quickli

Aggregator Systems

Job description

One file owner. From application to settlement. No handoffs.

Are you an experienced mortgage broking support professional who enjoys taking ownership, keeping loans moving and delivering an exceptional client experience?

At Wagstaff Finance, we're looking for a capable, detail-oriented Lending Assistant to take ownership of each loan file from document collection through to settlement.

This is an opportunity to join a modern mortgage broking business where smart systems and automation take care of repetitive tasks, allowing you to focus on what matters most: keeping applications on track, supporting our clients and getting loans settled.

About Wagstaff Finance

Wagstaff Finance is a Toowoomba-based mortgage broking business led by director, Craig Wagstaff & a supportive team, assisting clients in Queensland and across Australia.

We're committed to continually improving the way we work through technology, automation and better processes. Our team values accountability, clear communication and a collaborative approach to getting things done.

We're looking for someone who takes pride in their work, enjoys being organised and wants to play an important role in delivering a smooth lending experience for every client.

What you'll do

You'll be responsible for managing the loan process from document collection, application preparation through to settlement, including:

• Collecting, reviewing and verifying client documents to ensure applications are complete and accurate.
• Preparation of any relevant application documentation using information and recommendations provided by the broker.
• Lodging applications with lenders and proactively following up to keep assessments progressing.
• Monitoring application milestones, managing outstanding requirements and addressing delays before they become issues.
• Reviewing loan approvals and loan documentation, coordinating with clients, solicitors, lenders and other relevant parties.
• Coordinating settlement requirements and following each file through to completion.
• Acting as the client's primary point of contact throughout the process, providing clear updates and a positive experience.
• Identifying opportunities to improve processes and make the lending journey more efficient.

About you

You're organised, proactive and comfortable taking ownership of multiple loan files at different stages. You communicate confidently, follow through on commitments and understand the importance of getting the details right.

Ideally, you'll bring:

• At least one year experience in mortgage broking support, lending operations or lender processing (or similar finance role).
• Practical experience managing applications from document collection through to settlement, or closely related end-to-end lending experience.
• A sound understanding of lending application processes; including reviewing loan documentation, loan discharges and settlement coordination.
• Strong attention to detail, excellent time management and the ability to manage competing priorities without losing sight of important deadlines.
• A warm, confident phone manner and the ability to communicate clearly with clients and other stakeholders.
• A proactive approach to problem-solving, follow-up and keeping applications moving.
• Confidence using cloud-based systems and a willingness to embrace AI-assisted tools and automated workflows.
• Experience with Aggregator Systems, ApplyOnline, Quickli and digital document collection processes will be highly regarded.

What's on offer

Full-time, permanent position; Monday-to-Friday business hours.

Office-based role; in Toowoomba CBD.

A clear sense of ownership; manage your files from application through to settlement, without unnecessary handoffs.

Modern systems and smarter workflows; designed to reduce repetitive administration and help you work efficiently.

Clear expectations and KPIs; so you understand what success looks like.

A voice in process improvement; contribute ideas and help shape how we work.

A supportive, collaborative team; where you'll work directly with our experienced mortgage brokers, operations manager & office assistant.

Ongoing training and development; to continue building your skills and confidence, with the opportunity to take your career in finance to the next level.