Lending Specialist

Banking & Finance; Sydney; On-site; AUD 72,000 - 88,000; Full time

Benefits offered by this job

Superannuation

Performance incentives

Job summary

Banking & Finance in Sydney is seeking a Lending Specialist to act as the primary contact for customers, guiding applications from enquiry to settlement. You’ll own enquiries, assess needs, coordinate documentation, and work closely with internal stakeholders to deliver successful settlements.

This relationship-driven role requires strong communication, a customer-first mindset, and the ability to manage multiple applications and stakeholders in a fast-paced lending environment.

Qualifications

• Experience in residential lending or mortgage broking is advantageous.
• Strong communication and relationship-building abilities.
• Ability to manage multiple loan applications and stakeholders in a fast-paced environment.

Responsibilities

• Manage end-to-end lifecycle of the loan from enquiry to settlement.
• Maintain regular communication with customers throughout the lending journey.
• Coordinate documentation and prepare applications for assessment.
• Collaborate with credit, operations and leadership to facilitate processing.
• Maintain accurate CRM records and pipeline management.
• Ensure compliance with responsible lending obligations.

Skills

Communication skills

Customer-first mindset

Stakeholder management

Residential lending experience

Job description

• Up to $80,000 + super + uncapped commissions
• Manage end to end lifecycle of the loan
• Perfect for Para Broker wanting to step into a lender

About the Organisation

Our client is a well-established and growing specialist lender with a strong reputation for delivering customer-centric finance solutions. Operating within a niche segment of the Australian lending market, the business is known for its flexible approach, high service standards, and commitment to responsible lending.

Led by an experienced leadership team, the organisation offers a collaborative and supportive culture where employees are empowered to make decisions, contribute ideas, and develop their careers. With continued growth plans in place, this is an excellent time to join a business that combines the agility of a smaller lender with the professionalism and expertise of an established financial services provider.

About the Opportunity

As a Lending Specialist, you’ll act as the primary point of contact for customers throughout the lending process. You’ll take ownership of enquiries, assess customer needs, coordinate documentation, work closely with internal stakeholders, and help guide applications through to successful settlement. This is a relationship-driven role that requires a strong balance of customer service, commercial acumen, and lending expertise. You’ll have the opportunity to build trusted relationships with clients, deliver outstanding customer outcomes, and contribute directly to the growth of the business.

Key Responsibilities

• Manage customer enquiries from initial contact through to settlement.
• Build strong relationships and maintain regular communication with customers throughout the lending journey.
• Gather, assess, and validate supporting documentation.
• Prepare and package applications for credit assessment.
• Work closely with credit, operations, and leadership teams to facilitate smooth loan processing.
• Maintain accurate CRM records and pipeline management activities.
• Ensure compliance with responsible lending obligations and internal policies.
• Proactively manage settlement pipelines and customer follow-up activities.
• Deliver exceptional customer service while achieving business objectives.

About You

You may currently be working as a Lending Specialist, Lending Manager, Mortgage Broker, Loan Processor, Relationship Manager, or within a broader banking and financial services environment. You are passionate about helping customers, enjoy building relationships, and understand the importance of delivering a high-quality lending experience.

The successful candidate will possess strong communication skills, a customer-first mindset, and the ability to effectively manage multiple applications and stakeholders simultaneously.

Experience within residential lending, mortgage broking, or financial services will be highly regarded, along with the ability to operate in a fast-paced and evolving environment.

What’s on Offer

This opportunity offers the chance to join a growing and highly regarded financial services business with genuine long-term career prospects. You’ll receive a competitive salary package, including superannuation and performance incentives, while working within a supportive and collaborative team environment.

Whether your ambition is to further develop your lending expertise, move into leadership, or broaden your experience across the financial services sector, this role provides a strong platform for future career growth.