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: Brokerage principal or specialist lending 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 construction-related lending advice and applications with close attention to budgets, contract evidence, staged funding and client expectations.
Key responsibilities
- Clarify the construction plan, funding purpose and client's documented requirements.
- Research lender criteria and staged funding arrangements for the supplied scenario.
- Coordinate contract, budget, valuation and supporting information for review.
- Explain confirmed conditions and dependencies without promising a drawdown or approval.
- Oversee application handoffs and refer changes in project scope for reassessment.
- Maintain a dated record of client instructions and unresolved project questions.
Essential capabilities
- Experience with construction lending and staged application workflows.
- Ability to identify gaps in budgets, contracts and project evidence.
- Confirmed appointment authority and training for the assigned lending activities.
- Clear communication across clients, property contacts and lender operations.
Useful experience
Construction lending · Progress-payment workflows · Project evidence review. Keep these desirable rather than essential unless the work requires them on day one.
Working relationships
Clients, builders, valuation contacts, processors and lender 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.
Confirm product scope and learn the construction evidence standard.
Manage allocated construction enquiries with clear funding assumptions and review points.
Review changed-scope and missing-evidence cases and improve one 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 client changes the build specification after the original funding proposal?
- 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
Inspect a fictional construction brief with a revised budget and incomplete contract evidence. List the questions, changed assumptions and approvals needed before progressing.
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