Finance Administration Assistant

Join a dynamic and client-focused mortgage brokerage in Melbourne, Australia where your attention to detail and organisational skills will make a real impact.

We are seeking a proactive and reliable Administration Assistant to support our growing team. This role is ideal for someone who thrives in a fast-paced environment, enjoys working with people, and is passionate about delivering exceptional service.

Key Responsibilities:

• Process and verify customer documents, ensuring accuracy and compliance with industry standards
• Compile and maintain complete customer files, entering data into our CRM for assessment
• Record all client communications (emails, texts, calls) accurately
• Liaise with clients to collect outstanding information and provide timely updates on loan applications
• Follow up with lenders and track applications from submission to settlement
• Ensure all loan documentation is processed efficiently and accurately
• Communicate professionally and courteously with clients to build strong relationships
• Ensure all documentation complies with corporate, regulatory, and risk standards
• Organise pricing and valuations for client applications
• Notify relevant parties of loan approvals and conditions
• Coordinate with clients, conveyancers, and solicitors to book settlements
• Investigate and resolve customer issues promptly
• Produce written communications using relevant software tools
• Contribute to the development of customer service procedures and standards

About You:

• Previous experience in administration, ideally within finance or mortgage broking, preferred but not necessary
• Strong attention to detail and organisational skills
• Excellent written and verbal communication
• Ability to manage multiple tasks and meet deadlines
• Tech-savvy with experience using CRM systems and Microsoft Office
• A team player with a customer-first mindset

Why Join Us?

• Supportive and collaborative team culture
• Opportunities for professional development
• Work with a respected brand in the mortgage industry
• Make a meaningful contribution to helping clients achieve their property goals

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Ready to take the next step in your career?
Apply now with your resume and a brief cover letter outlining your suitability for the role.