Senior Mortgage Broker Support/Credit Analyst

About the Company

This company is an independent mortgage brokerage based in Western Australia that provides tailored property finance and lending guidance. Serving a diverse clientele, including first-time homebuyers, high-net-worth individuals, and seasoned real estate investors, the firm leverages relationships with over 30 lenders to source and secure competitive loan options.

Responsibilities

• Review and verify tax returns, financial statements, BAS, payslips, and supporting documentation
• Manage client files in Connective CRM (Mercury) including document renaming and compliance checks
• Conduct pre-submission quality assurance checks to ensure files are submission-ready
• Analyze borrowing capacity, outstanding liabilities, and credit histories to identify risks
• Research lender policies and liaise with BDMs to recommend suitable lenders
• Prepare credit recommendations and scenario summaries for brokers
• Evaluate complex residential lending scenarios including PAYG, self-employed, company, trust, and SMSF

Requirements

• Minimum 3-5 years of dedicated Australian mortgage broking experience
• Familiarity with Connective aggregator platform / Mercury CRM
• Exceptional written English communication skills
• Prior experience in a fast-paced Australian mortgage brokerage

Preferred Qualifications

• Proficiency with Quickli or equivalent policy/servicing tools
• Experience assessing complex structures like SMSF, Company, and Trust lending
• Deep understanding of current Australian lending policies and guidelines