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: Loan documentation or lending 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
Prepare approved loan documentation, reconcile key terms and coordinate corrections and execution records through the lender's controlled documentation workflow.
Key responsibilities
- Prepare documents from approved facility details and current templates.
- Reconcile names, entities, terms and security details with the decision record.
- Identify inconsistent instructions and refer them before issue.
- Track document issue, approved amendments and execution status.
- Keep version and review records for each documentation pack.
- Return complete execution records to the settlement readiness process.
Essential capabilities
- Lending documentation or financial services administration experience.
- Strong checking of names, terms and source records.
- Ability to maintain version and approval controls.
- Clear escalation of legal interpretation and instruction questions.
Useful experience
Loan documentation systems · Execution tracking · Document reconciliation. Keep these desirable rather than essential unless the work requires them on day one.
Working relationships
Credit, settlement, legal document owners and customer support 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 approved document templates and checking procedures.
Prepare allocated packs with traceable terms and controlled amendments.
Review returned packs and improve one recurring document-quality issue.
Look for evidence of the work.
Use these prompts to understand the candidate's judgement, accuracy and communication.
- What would you do when an instruction conflicts with a term in the approved credit record?
- 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
Reconcile a fictional approval record and draft document pack. Identify mismatched terms and prepare a correction request for the authorised document 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