Personal Assistant/Loan Processor

Strive Finance; Port Macquarie; Hybrid; AUD 60,000 - 85,000; Full time

Benefits offered by this job

Coastal lifestyle

Hybrid options

Flexible working arrangements

Job summary

Strive Finance, a boutique mortgage brokerage based in a coastal NSW setting, is seeking a highly organised Personal Assistant / Loan Processor to support our lead broker and deliver exceptional client service.

This dual role blends administrative efficiency with meaningful client interaction in a flexible, hybrid environment. You’ll manage calendars, prepare documents, and guide clients through the loan process with care and professionalism.

Qualifications

• Experience in banking, loan processing, or executive/personal assistant roles preferred.
• Excellent communication and organisational skills.
• Ability to manage competing priorities and work independently.
• High attention to detail and confidentiality.

Responsibilities

• Manage the broker’s calendar, book appointments, and coordinate meetings.
• Screen emails and phone calls, ensuring professional and prompt communication.
• Prepare reports, presentations, agendas, and client correspondence.
• Organise travel and accommodation when required.
• Maintain internal documents and ensure compliance with Australian privacy laws.
• Assist with onboarding new team members, office admin, and supplier coordination.
• Collect and review client documentation for home loan applications.
• Ensure all submissions comply with NCCP, ASIC, ACL, and lender policies.
• Enter and maintain data in loan CRM systems and digital records.
• Liaise with clients, lenders, solicitors, valuers, and settlement agents.
• Prepare and lodge loan applications and supporting documentation.
• Monitor loan progress and provide clients with timely updates.
• Assist with post‑settlement care and long‑term client relationship management.

Skills

Organisational skills

Communication

Time management

Confidentiality

CRM software

Microsoft Office

Tools

CRM software

Microsoft Office

Job description

Looking for more than just a job? Join Strive Finance, a purpose driven mortgage brokerage where your skills truly make a difference. We're offering a unique dual-role position that blends administrative support with meaningful client interaction, all within a flexible and supportive work environment.

Based in a beautiful coastal location, Strive Finance helps everyday Australians achieve financial freedom. You won’t just be processing paperwork—you’ll play a key role in guiding clients through important financial decisions with care and confidence.

We value trust, balance, and genuine relationships, both with our clients and our team. If you're organised, motivated, and looking to grow with a business that puts people first, we want to hear from you.

This is your chance to join a growing company where your work matters—and where lifestyle and purpose go hand in hand. Take the next step in your career with Strive Finance.

About Us – Strive Finance

At Strive Finance, we believe finance doesn’t have to be confusing or stressful. Based in a relaxed coastal setting, we’re a boutique mortgage brokerage dedicated to helping Australians make confident, informed financial decisions.

With access to a panel of over 25 lenders, we guide our clients through every step of their property journey—whether it’s buying their first home, refinancing, or growing an investment portfolio. We simplify the process, provide clear education, and support our clients in building strong financial futures.

We’re proud to be a trusted local partner in a fast-moving industry. If you want to be part of a professional, supportive, and down‑to‑earth team that values quality service and a healthy work‑life balance, we’d love to hear from you.

The Role

We’re on the lookout for a highly organised and proactive Personal Assistant / Loan Processor to support our lead mortgage broker and deliver exceptional client service. You’ll play a vital role in both the day-to-day operations of the business and the loan application process, ensuring everything runs smoothly and professionally behind the scenes.

This is a unique dual role, ideal for someone who enjoys both administrative efficiency and client-facing responsibilities in a fast‑paced, yet supportive environment.

Key Responsibilities

• Manage the broker’s calendar, book appointments, and coordinate meetings
• Screen emails and phone calls, ensuring professional and prompt communication
• Prepare reports, presentations, agendas, and client correspondence
• Organise travel and accommodation when required
• Maintain internal documents and ensure compliance with Australian privacy laws
• Assist with onboarding new team members, office admin, and supplier coordination
• Collect and review client documentation for home loan applications
• Ensure all submissions comply with NCCP, ASIC, ACL, and lender policies
• Enter and maintain data in loan CRM systems and digital records
• Liaise with clients, lenders, solicitors, valuers, and settlement agents
• Prepare and lodge loan applications and supporting documentation
• Monitor loan progress and provide clients with timely updates
• Assist with post‑settlement care and long‑term client relationship management

About You

We’re looking for someone who thrives on structure, communication, and getting things done. You love solving problems, staying ahead of deadlines, and making sure clients feel supported from start to finish.

You’ll Bring

• Experience in banking, loan processing, or executive/personal assistant roles is an advantage
• Excellent communication, time management, and organisational skills
• Ability to manage competing priorities and work independently
• High attention to detail and commitment to confidentiality
• Confidence with Microsoft Office and CRM or loan software platforms

Why Join Strive Finance?

• Coastal lifestyle with flexibility (office‑based or hybrid options)
• A friendly, professional, and collaborative environment
• Career growth opportunities in a thriving brokerage
• Meaningful work where you directly help people secure their future
• No two days are the same – your role will be varied, valued, and vital to our success
• Flexible working arrangements (office‑based or hybrid by negotiation)
• Located in King Creek, with a relaxed and professional culture