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: Broking research leader or product policy 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
Maintain current, factual lender product and policy information so authorised brokers can compare options efficiently and explain recommendations accurately.
Key responsibilities
- Track approved lender policy, pricing and product updates with source links and effective dates.
- Maintain a versioned comparison matrix for eligibility, features and document requirements.
- Flag conflicting or unclear policy information for confirmation with lender contacts.
- Prepare factual research briefs for broker review without choosing a product for a client.
- Record effective dates and superseded versions of policy summaries.
- Distinguish confirmed policy wording from an assumption or a scenario awaiting lender clarification.
Essential capabilities
- Experience with Australian residential lending products or broker research support.
- Strong source checking, version control and written summary skills.
- Ability to distinguish factual product information from a client-specific recommendation.
Useful experience
Lender policy research · Product comparison · Spreadsheet models · Source control. Keep these desirable rather than essential unless the work requires them on day one.
Working relationships
Brokers, credit teams and lender policy contacts. 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.
Build a current source register for assigned product and policy areas.
Publish traceable factual research notes with clear dates and unresolved questions.
Review change coverage and remove or correct superseded internal guidance.
Look for evidence of the work.
Use these prompts to understand the candidate's judgement, accuracy and communication.
- How would you report a product-policy change before the lender has clarified how it applies to an existing scenario?
- 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
Compare fictional old and new policy extracts. Produce a dated change note, identify affected workflow questions and mark items needing confirmation.
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