Senior Credit Analyst / Mortgage Credit Support | Morning shift

Role: Senior Credit Analyst / Mortgage Credit Support
Location: Remote

Role Overview

We are seeking a Senior Credit Analyst / Mortgage Credit Support professional to provide administrative and credit-adjacent support to Mortgage Brokers and Senior Credit Support Analysts. This role is ideal for someone early in their mortgage career who is highly organized, detail-oriented, and communicates clearly.

The position focuses on pricing, valuations, loan file organization, and documentation support, rather than independent credit analysis. Training will be provided, with long-term progression opportunities into more advanced credit and client communication responsibilities.

Key Responsibilities

Pricing & Valuations Management

• Order, track, and manage pricing and valuation requests across multiple lenders
• Review valuation reports and pricing outcomes to ensure alignment with loan objectives and broker instructions
• Identify and flag discrepancies, issues, or anomalies in valuation results that may impact lending strategy
• Maintain accurate records and tracking of all pricing and valuation activity

Loan Application Support & Documentation

• Support Mortgage Brokers and Senior Credit Support Analysts with administrative and repetitive tasks required to package loan applications for submission

Assist with:

• Quickli calculator load-ups (data input only)
• Data entry in Sale Trekker
• Preparation of lender submission folders
• Indexing and organizing client documentation
• Maintaining internal tracking sheets
• Collect, review, and accurately file client documents, including:
• Payslips
• Tax returns
• Bank statements
• Financial statements
• Coordinate documentation between clients, lenders, and internal processing teams

Support brokers with:

• Appointment confirmations
• Preparing appointment packs and meeting materials
• Ensure loan files are well-organized, complete, and compliant prior to submission

Credit & Mortgage Support (Junior-Level)

• Conduct preliminary support checks related to borrowing capacity and eligibility under broker guidance
• Assist in preparing loan product comparisons and shortlists
• Support credit workflows without responsibility for independent credit decision-making
• Maintain strong attention to detail to ensure file readiness and process adherence

Note: This role does not require independent serviceability calculations or full credit assessment ownership.

Qualifications & Experience

• Minimum 2+ years’ experience in mortgage processing, loan administration, or credit support
• Basic understanding of Australian mortgage lending, including pricing and valuation processes
• Familiarity with Australian lenders and lending products

Proficiency with CRM systems and loan platforms such as:

• Mercury CRM (preferred)
• Sale Trekker
• Digital document management systems
• Exposure to CoreLogic / Cotality, X-Source, or Stryd is an advantage
• Strong organizational skills with high attention to detail

Job Types: Full-time, Permanent

Benefits:

• Work from home

Application Question(s):

• Which mortgage broking platforms are you proficient in using (e.g., MyCRM, Apply Online, Mercury, Infynity, Quickli)?
• Can you please briefly describe your hands-on experience with MyCRM, ApplyOnline, Mercury, Infynity, Quickli, etc. or any similar tools?

Experience:

• Mortgage Broker in the Australian or New Zealand industry: 2 years (Required)
• using mortgage broking platforms: 2 years (Required)

Work Location: Remote