The job description
Replace the bracketed fields and keep the duties that match your actual workflow.
- Organisation
- [Organisation name]
- Location & work model
- [Location; onsite, hybrid or remote]
- Employment type & hours
- [Employment type, weekly hours and time-zone overlap]
- Remuneration
- [Confirmed pay range, currency, superannuation and any incentive terms]
- Reports to
- [Named manager; suggested position: Accreditation or aggregator operations manager]
- Systems & access
- [Approved systems, records and access scope]
- Authority & supervision
- [Permitted tasks, decisions, reviewer and escalation route]
- Required qualifications
- [Employer-confirmed licences, registrations, training or accreditations]
About the organisation
[Describe the actual business, team and customers in two or three factual sentences.]
Role purpose
Coordinate broker appointment and lender accreditation administration with complete evidence, clear approval ownership and controlled system access.
Key responsibilities
- Maintain the appointment and accreditation evidence checklist.
- Collect and organise supplied documents through approved channels.
- Track lender and internal approval status without treating a submitted request as acceptance.
- Coordinate access only after the relevant approval and scope are confirmed.
- Record outstanding requirements, expiry dates and follow-up owners.
- Reconcile completed onboarding records and refer discrepancies for review.
Essential capabilities
- Accreditation, onboarding or financial services administration experience.
- Careful document and status tracking.
- Ability to distinguish evidence collection from approval authority.
- Clear communication and discretion with appointment records.
Useful experience
Broker onboarding · Lender accreditation administration · Access coordination. Keep these desirable rather than essential unless the work requires them on day one.
Working relationships
Brokers, lender panels, compliance and platform access teams. Confirm the actual owners and handoff routes.
How to apply
[Application route, closing date, contact and any adjustment request process.]
We assess candidates against the role-relevant criteria and use a fictional work sample.
What good looks like.
Agree the pace, reviewer and measures with the person you hire.
Learn evidence requirements and approval routes.
Maintain complete onboarding registers with current status and next actions.
Review returned requests and improve one evidence or access handoff.
Look for evidence of the work.
Use these prompts to understand the candidate's judgement, accuracy and communication.
- What would you do when a broker requests platform access while accreditation approval is still pending?
- Describe a relevant piece of work, the checks you used and what you did when the instructions or evidence were incomplete.
- How would you organise competing deadlines, record your decisions and escalate a risk to the next handoff?
A practical work sample
Review a fictional onboarding register and supplied evidence. Identify missing approvals and produce an access-ready handoff for the authorised owner.
Use fictional information and the same instructions for shortlisted applicants. Agree adjustments and timing beforehand. Score accuracy, reasoning, communication and appropriate escalation; this exercise should not produce live client work.
Before you post.
- Replace every bracketed field with the actual employer, working arrangement and pay terms.
- Choose the duties the role will really own; remove unrelated tasks and separate essential from trainable skills.
- Confirm the task authority, supervision, qualifications and access with the responsible employer or licensee.
- Check pay and conditions against the applicable employment requirements before advertising.
- Use the same role-relevant selection criteria and fictional work sample for shortlisted applicants; invite adjustment requests.
- Name the reviewer and agree realistic first-90-day outcomes before the person starts.
Credit authority and appointment
Confirm the actual activities and appointment arrangement with your licensee. ASIC explains that employee and contractor arrangements can differ; a job title does not settle the scope. ASIC guidance
Pay and advertised conditions
Use confirmed pay terms and check the applicable minimum entitlements before publishing the advertisement. Fair Work Ombudsman guidance
A clear hiring process
Confirm the employment arrangement, duties and working conditions as part of preparing the role. Fair Work Ombudsman guidance
Information and access
Agree how personal information will be handled and the records and systems the role may access. OAIC guidance