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: Lending operations or processing team leader]
- 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 valuation orders and property information for mortgage applications while keeping brokers and lender teams informed of milestones.
Key responsibilities
- Submit valuation requests using approved lender or panel instructions.
- Check property addresses, access contacts and supporting details for completeness.
- Track appointment dates, report delivery and outstanding valuation queries.
- Escalate valuation outcomes or security concerns to the responsible credit team.
- Reconcile valuation order details against the authorised application record.
- Keep a dated record of provider queries, access arrangements and delivery changes.
Essential capabilities
- Experience with mortgage processing, property administration or lender operations.
- Accurate data entry and reliable coordination with external providers.
- Ability to work to application and settlement deadlines.
Useful experience
Valuation portals · Property data · Vendor liaison · Milestone tracking. Keep these desirable rather than essential unless the work requires them on day one.
Working relationships
Valuation providers, property contacts, processors and credit 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 ordering rules and approved provider contact channels.
Track allocated orders with accurate property details and current milestone notes.
Review delayed or returned orders and address a repeat coordination issue.
Look for evidence of the work.
Use these prompts to understand the candidate's judgement, accuracy and communication.
- The valuation report is late and the property access contact has changed. How do you update the order and communicate the impact?
- 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
Use a fictional order register to identify a wrong address, an overdue report and an access issue. Write provider follow-ups and a dated escalation summary.
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