Mortgage Broker
Guide Australian home loan clients from discovery to settlement, providing credit assistance under the required licence or representative authority.
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The mortgage industry role library
Great teams start
with a clear role.
70 job description templates for the people behind broking, lending and servicing. Find your role, make it your own and get the next hire off to a better start.
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Broking & lending
9Client discovery, lending relationships and broker leadership.
Parabroker
Support a mortgage broker with fact finding, lender policy research and application preparation while working within clearly assigned credit authority.
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Mortgage Product & Policy Research Analyst
Maintain current, factual lender product and policy information so authorised brokers can compare options efficiently and explain recommendations accurately.
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Home Lending Specialist
Support a lender's home loan customers from needs discovery through application and ongoing service within the employer's confirmed product scope and credit authority.
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Senior Mortgage Broker
Manage complex residential lending relationships, coach brokers and improve the quality of discovery, recommendations and application handoffs.
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Trainee Mortgage Broker
Learn the mortgage broking workflow through supervised research, fact-find preparation and client service while progressing through an agreed training pathway.
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Commercial Finance Broker
Assess business and commercial property finance needs, compare suitable funding structures and coordinate complex applications within the appointment's agreed authority.
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Construction Finance Broker
Coordinate construction-related lending advice and applications with close attention to budgets, contract evidence, staged funding and client expectations.
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Mortgage Brokerage Principal
Lead the brokerage's people, service standards and commercial direction while keeping decision ownership, supervision and operating responsibilities clear.
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Client & broker support
5Intake, communication and organised support for the team.
Mortgage Broker Assistant
Support an Australian mortgage broking team with accurate client records, document collection and timely file updates from enquiry through settlement.
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Client Intake Coordinator
Create an organised first step for new mortgage enquiries by capturing factual details, scheduling appointments and keeping the broker’s pipeline current.
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Mortgage Customer Service Specialist
Handle factual mortgage service enquiries, keep client communication clear and route account, application and advice questions to the appropriate owner.
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Broker Support Team Leader
Coordinate the support queue, coach administrative staff and make sure brokers receive complete handoffs and timely escalation of unresolved work.
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Mortgage Executive Assistant
Organise the principal's diary, communications and management follow-through so brokerage decisions, meetings and commitments remain coordinated.
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Loan processing
10Application preparation, evidence and lender coordination.
Loan Processor
Move broker-approved home loan files through document preparation, submission tracking and lender follow-up with a strong focus on accuracy.
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Loan Application Specialist
Assemble complete home loan applications from broker-approved instructions and help the team resolve lender requests before submission.
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Mortgage Document Verification Officer
Check that home loan evidence is complete, readable and consistent before a file reaches the broker or lender assessment team.
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Property Valuation Coordinator
Coordinate valuation orders and property information for mortgage applications while keeping brokers and lender teams informed of milestones.
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Commercial Lending Support Specialist
Support commercial property and business lending files with document coordination, financial information checks and lender submission administration.
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Lender Liaison Officer
Keep mortgage files moving by coordinating factual status requests and outstanding items between the brokerage, lender and clients.
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Mortgage Loan Documentation Officer
Prepare approved loan documentation, reconcile key terms and coordinate corrections and execution records through the lender's controlled documentation workflow.
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Senior Loan Processor
Prepare complex broker-approved loan packs, resolve processing exceptions and mentor processors while preserving clear broker review and release points.
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Loan Processing Team Leader
Lead the processing queue, quality checks and team development so work reaches the right review point with complete inputs and visible exceptions.
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Construction Drawdown Officer
Coordinate construction progress-payment requests, reconcile stage evidence and prepare drawdown records for assessment and release under assigned authority.
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Credit, risk & compliance
13Assessment, policy, monitoring and independent assurance.
Credit Analyst
Help brokers or lender credit teams review home loan files by preparing factual serviceability, policy and document analysis for authorised decision makers.
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Residential Credit Assessor
Assess residential mortgage applications for a lender within approved credit policy and delegated authority, with clear reasons and audit-ready records.
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Lender Credit Administration Officer
Keep a lender’s mortgage credit queue complete and current by preparing files, recording conditions and supporting delegated assessors.
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Lender AML & Customer Due Diligence Analyst
Support a mortgage lender’s customer due diligence workflow by checking identity evidence, recording factual findings and escalating exceptions.
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Mortgage Compliance & File QA Analyst
Review mortgage files against the employer’s documented policies and checklists, helping the compliance owner identify gaps before or after lodgement.
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Senior Credit Analyst
Lead complex lending analysis, challenge assumptions and support sound credit recommendations with clear evidence and sensitivity testing.
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Mortgage Credit Manager
Lead credit assessment quality, team capacity and delegated decisions while keeping exceptions, policy interpretation and review ownership clear.
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Mortgage Credit Policy Manager
Maintain clear lending policy, coordinate controlled changes and help assessment teams apply current requirements consistently.
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Mortgage Fraud Risk Analyst
Review mortgage fraud indicators, preserve evidence and coordinate controlled investigation referrals with proportionate, clearly documented findings.
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Mortgage Credit Risk Manager
Monitor portfolio credit risk, challenge lending assumptions and coordinate evidence-based risk reporting and control improvements.
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Credit Licence Responsible Manager
Support the licensee's organisational competence, supervision and operational oversight within the actual appointment and responsibilities agreed by the business.
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Mortgage Compliance Officer
Maintain compliance processes, coordinate evidence-based monitoring and help the business resolve control gaps through clear ownership and follow-up.
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Mortgage Internal Auditor
Provide independent, evidence-based assurance over lending and servicing processes by testing controls, reporting findings and checking remediation.
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Settlement & servicing
13Settlement, account care, variations and customer assistance.
Pre-settlement Conditions Officer
Close the administrative gaps between formal approval and settlement by tracking each lender condition to a documented outcome.
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Mortgage Settlement Coordinator
Coordinate the administrative steps between formal approval and settlement, keeping dates, conditions and stakeholders aligned.
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Mortgage Discharge Coordinator
Coordinate approved mortgage discharge and refinance paperwork, keeping outgoing lender requests and settlement dates visible.
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Home Loan Onboarding Officer
Set up newly settled home loans in lender servicing systems and help customers understand factual account setup and next steps.
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Post-settlement Client Care Specialist
Support borrowers after settlement with clear service updates, records and planned check-ins that strengthen long-term relationships.
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Refinance & Retention Coordinator
Identify scheduled mortgage reviews, prepare factual account information and book conversations with the broker or lender retention specialist.
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Home Loan Servicing Officer
Handle factual home loan service requests for a lender, maintaining accurate records and escalating matters that need specialist review.
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Lender Complaints Triage Specialist
Help mortgage customers have service concerns captured promptly and routed to the right lender team with complete, accurate records.
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Home Loan Arrears Administration Officer
Support a lender’s early arrears workflow with accurate payment records, approved notices and prompt escalation of customers needing help.
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Mortgage Hardship Support Officer
Provide respectful, structured support to home loan customers in financial difficulty and coordinate their requests with the lender’s hardship team.
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Mortgage Settlements Officer
Prepare lender settlement records, verify approved conditions and coordinate funding steps within explicitly assigned settlement and release authority.
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Home Loan Variations Officer
Coordinate existing loan variation requests, prepare accurate information and keep assessment, approval and account changes clearly separated.
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Mortgage Collections Officer
Manage assigned arrears contacts and approved arrangements with accurate records, respectful communication and clear hardship or specialist referral.
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Operations & growth
14People, systems, distribution, marketing and product leadership.
Mortgage Aggregator Operations Specialist
Support an aggregator’s broker network with accreditation records, lender panel administration and clear operational guidance.
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Mortgage CRM & Operations Administrator
Keep a mortgage team’s systems, records and workflows reliable so brokers and support staff can see the right work at the right time.
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Broker Commissions Officer
Reconcile mortgage commission statements and payment records so the business can resolve discrepancies and pay brokers accurately.
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Mortgage Data & Automation Analyst
Build reliable mortgage workflow reporting and approved automations that reduce rekeying, surface exceptions and give brokers a clearer view of pipeline performance.
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Mortgage Marketing & Appointment Setter
Support a brokerage’s approved marketing and referral activity, then turn suitable enquiries into scheduled broker conversations.
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Mortgage Operations Manager
Lead the people, queues and operating controls that connect mortgage enquiry, preparation, review, settlement and ongoing service.
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Head of Lending
Lead lending strategy, service capability and business performance through clear alignment between origination, credit, operations and risk.
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Lender Business Development Manager
Build productive broker and distribution relationships by explaining current lender processes, coordinating support and giving clear feedback on recurring channel needs.
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Aggregator Business Development Manager
Develop broker relationships and membership opportunities by understanding business needs, explaining confirmed services and coordinating a clear onboarding handoff.
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Broker Training & Development Manager
Build practical learning and coaching programmes that help brokers demonstrate capability in the systems, processes and activities assigned by their employer.
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Broker Accreditation & Onboarding Officer
Coordinate broker appointment and lender accreditation administration with complete evidence, clear approval ownership and controlled system access.
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Mortgage Marketing Manager
Lead mortgage brand and demand programmes with useful content, accurate approved claims and a clear handoff from enquiry to broker service.
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Mortgage Product Manager
Manage home loan product improvements by connecting customer needs, commercial performance, credit policy and operational delivery.
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Mortgage Pricing Analyst
Support mortgage pricing decisions through accurate rate, margin and scenario analysis with clearly documented assumptions and approval controls.
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Property & legal
2Valuation and conveyancing for lending and property transactions.
Mortgage Property Valuer
Prepare evidence-based property valuations for lending purposes within the valuer's confirmed qualifications, appointment and professional scope.
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Conveyancer for Mortgage Settlements
Coordinate property transfer and mortgage settlement work within the practitioner's confirmed jurisdiction, professional scope and client instructions.
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Technology & funding
4Business change, lending systems, treasury and structured funding.
Loan Origination Systems Administrator
Maintain the configuration, access and operational reliability of loan origination systems through controlled changes and verified business requirements.
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Mortgage Business Analyst
Translate mortgage operating needs into clear process, data and system requirements with testable acceptance criteria and visible decisions.
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Mortgage Treasury & Funding Analyst
Support lending funding and liquidity planning with reconciled cash-flow information, transparent assumptions and controlled reporting.
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Mortgage Securitisation Analyst
Prepare accurate mortgage pool, transaction and investor reporting analysis with traceable eligibility checks and clear data limitations.
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