Operations Manager - Mortgage Brokerage

Hfinance

Sydney

Sur place

AUD 140 000 - 190 000

Plein temps

Il y a 10 jours

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Résumé du poste

Hfinance, a growing Australian mortgage broking practice, seeks an Operations Manager to lead the onshore and offshore operations team, boost efficiency and drive growth strategy. The role requires a proven credit background and strong governance across NCCP and aggregator requirements.

The ideal candidate will have 4+ years in Australian mortgage lending, experience with broker CRMs and ApplyOnline, and be capable of guiding a team to meet service levels and volume targets while maintaining

Qualifications

  • Minimum 4 years' experience in the Australian mortgage broking or lending industry.
  • Proven credit background, including assessing Australian mortgage applications through to settlement.
  • Track record of managing lodgement and settlement pipelines and growing volumes.
  • Experience with broker CRMs, aggregator platforms, ApplyOnline, servicing calculators and Microsoft 365.
  • Experience leading a team, ideally including offshore or remote staff.
  • Adaptable, works independently and does not need micromanagement.
  • Trustworthy and discreet with client and business information.
  • Strong verbal and written communication skills.
  • Able to manage different personalities and hold people accountable fairly.

Responsabilités

  • Lead and coach the operations team (onshore and offshore), holding them accountable to service levels, turnaround times and quality.
  • Set daily priorities, run stand-ups and WIP reviews, and manage onboarding, training and performance.
  • Own the loan workflow from fact find to settlement; track every deal in the CRM and clear bottlenecks early.
  • Review Australian mortgage applications for completeness, servicing and policy fit before lodgement.
  • Grow lodgement, approval and settlement volumes against targets.
  • Maintain and improve credit advice processes, checklists and templates.
  • Ensure files meet NCCP, Best Interests Duty and aggregator compliance requirements.
  • Report weekly and monthly to the Director, drive KPIs across the business and contribute to growth strategy.

Connaissances

Operations management
Leadership
Communication
Team coaching
Process improvement

Formation

Cert IV in Finance and Mortgage Broking

Outils

Broker CRM platforms
ApplyOnline
Microsoft 365

Description du poste

We are a growing Australian mortgage broking practice specialising in expat, investor and complex lending. Our Operations Manager will lead the operations team, lift efficiency and accountability, and help the Director drive growth and strategy.

Key responsibilities

Lead and coach the operations team (onshore and offshore), holding them accountable to service levels, turnaround times and quality.

Set daily priorities, run stand-ups and WIP reviews, and manage onboarding, training and performance.

Own the loan workflow from fact find to settlement; track every deal in the CRM and clear bottlenecks early.

Review Australian mortgage applications for completeness, servicing and policy fit before lodgement.

Grow lodgement, approval and settlement volumes against targets.

Maintain and improve credit advice processes, checklists and templates.

Ensure files meet NCCP, Best Interests Duty and aggregator compliance requirements.

Report weekly and monthly to the Director, drive KPIs across the business and contribute to growth strategy.

About you

Minimum 4 years' experience in the Australian mortgage broking or lending industry.

Proven credit background, including assessing Australian mortgage applications through to settlement.

Track record of managing lodgement and settlement pipelines and growing volumes.

Experience with broker CRMs, aggregator platforms, ApplyOnline, servicing calculators and Microsoft 365.

Experience leading a team, ideally including offshore or remote staff.

Cert IV in Finance and Mortgage Broking preferred.

Adaptable, works independently and does not need micromanagement.

Trustworthy and discreet with client and business information.

Strong verbal and written communication skills.

Able to manage different personalities and hold people accountable fairly.

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