Mortgage Broker Assistant (Infynity & Quickli)

D2B; Sydney; On-site; AUD 80,000 - 110,000; Full time

Job summary

D2B in Sydney is hiring a Broker Support / Credit Analyst. You will leverage credit analysis, industry knowledge and strong communication to ensure seamless loan submissions and exceptional customer service during busy periods.

The role collaborates with brokers, assesses client finances for PAYG, self-employed, SMSF and trust structures, and ensures compliance with lender policies. You will stay updated on regulatory changes and contribute to effective loan structuring.

Qualifications

• Minimum 2 years' credit analysis or similar role in mortgage/finance.
• Strong understanding of lender policies, credit assessment and loan structuring.
• Proficient in using Infynity and Quickli and financial analysis tools.
• Excellent analytical and problem-solving skills.
• High level of detail orientation.
• Exceptional communication and interpersonal skills.
• Ability to work effectively in a fast-paced, team-oriented environment.

Responsibilities

• Collaborate with brokers to analyse client financials and structure loan applications.
• Provide guidance on lender policies to ensure compliance and optimal loan structuring.
• Prepare comprehensive credit submissions for PAYG, self-employed, SMSF and trusts.
• Liaise with clients to gather documents and clarify financial details.
• Liaise with lenders to meet guidelines and requirements for client outcomes.
• Review applications for compliance with lending criteria and regulatory requirements.
• Stay updated on industry trends, lending products, and regulatory changes.

Skills

Credit analysis

Lending knowledge

Analytical thinking

Communication skills

Teamwork

Attention to detail

Tools

Infynity

Quickli

Job description

Job Title: Broker Support / Credit Analyst

Salary: PHP 60,000 to PHP 90,000

Working Schedule: Mondays to Fridays, 9:00AM to 6:00PM Sydney Time

As a key person to the success of the team, you will be utilizing your credit analysis, organizational, communication and relationship management skills daily, including your industry knowledge and ensuring all transactions are seamless, as well as delivering exceptional customer service outcomes.

Duties and Responsibilities:

• Collaborate with brokers to analyse client financial information and structure loan applications.
• Provide expert guidance on lender policies to ensure compliance and optimal loan structuring.
• Prepare comprehensive credit submissions for a variety of lending scenarios, including PAYG, self-employed, SMSF and trust structures.
• Liaise with clients to gather necessary documentation and clarify financial details.
• Liaise with lenders to meet lending guidelines and requirements, to ensure successful client outcomes.
• Review applications for compliance with lending criteria and regulatory requirements;
• Stay updated on industry trends, lending products, and regulatory changes.

Requirements:

• Minimum of 2 years' experience in credit analysis or a similar role within the mortgage or finance industry.
• Strong understanding of lender policies, credit assessment, and loan structuring.
• Proficient in using Finsure's Infynity & Quickli and financial analysis tools.
• Excellent analytical and problem-solving skills.
• A high level of attention to detail.
• Exceptional communication and interpersonal skills.
• Ability to work effectively in a fast-paced, team-oriented environment.