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: Securitisation or funding 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 accurate mortgage pool, transaction and investor reporting analysis with traceable eligibility checks and clear data limitations.
Key responsibilities
- Reconcile loan-pool data to approved source systems and reporting definitions.
- Check supplied eligibility criteria and flag exceptions for review.
- Prepare transaction and investor reporting inputs with version control.
- Analyse pool characteristics and cash-flow assumptions.
- Coordinate data questions with servicing, finance and specialist advisers.
- Maintain a record of review, approval and correction decisions.
Essential capabilities
- Securitisation, structured finance or loan-pool analysis experience.
- Strong data reconciliation and analytical checking.
- Ability to document transaction-specific assumptions and limitations.
- Reliable reporting, version and review controls.
Useful experience
Mortgage pool analysis · Investor reporting · Structured funding data. Keep these desirable rather than essential unless the work requires them on day one.
Working relationships
Treasury, finance, servicing, risk and transaction advisers. 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 transaction definitions and validate key reporting sources.
Produce reconciled pool and reporting inputs for specialist review.
Resolve a recurring eligibility or data-quality issue and document the correction.
Look for evidence of the work.
Use these prompts to understand the candidate's judgement, accuracy and communication.
- How would you handle a reporting field that differs between the servicing system and the transaction definition?
- 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 loan-pool dataset and supplied eligibility rules. Identify exceptions, reconcile totals and write a limitations and review note.
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