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: Operations analytics or technology 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
Build reliable mortgage workflow reporting and approved automations that reduce rekeying, surface exceptions and give brokers a clearer view of pipeline performance.
Key responsibilities
- Define and maintain reports for lead conversion, application stages, turnaround time and file exceptions.
- Map approved CRM and workflow data fields, then reconcile report totals to source systems.
- Test automation changes on non-production or de-identified cases and document rollback steps.
- Monitor failures and route client, credit or hardship decisions to authorised team members.
- Document metric definitions and distinguish waiting time from active work.
- Test automation with fictional records and approved permissions before changing production workflows.
Essential capabilities
- Experience with SQL, spreadsheets, business intelligence or workflow automation.
- Understanding of Australian mortgage stages and the importance of source-data accuracy.
- Ability to document access, testing, approvals and incident escalation.
Useful experience
SQL · BI dashboards · CRM integrations · Data quality · Workflow automation. Keep these desirable rather than essential unless the work requires them on day one.
Working relationships
Broker operations, systems owners and reporting 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.
Map one approved data flow and agree definitions with its business owner.
Deliver a validated report or controlled automation with exception handling.
Review reliability and user adoption and correct one recurring data-quality cause.
Look for evidence of the work.
Use these prompts to understand the candidate's judgement, accuracy and communication.
- How would you prove that a dashboard or automation is using the right records and business definitions?
- 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
Analyse a fictional pipeline dataset, document a metric and identify duplicates. Propose a small automation with validation, error handling and a rollback plan.
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