Deal Packaging: Analyze supporting documents (payslips, bank statements, Equifax reports, etc.) to structure and package deals aligned with lender policies.
Financial Analysis: Complete servicing and calculate income for Self-Employed (SE) and PAYG applicants to determine borrowing capacity.
Application Management: Enter data into the CRM, prepare application forms and Discharge Authorities, and submit applications online with the goal of zero to minimal "More Information Required" (MIR) requests.
Stakeholder Liaison: Communicate with clients, lenders, real estate agents, and solicitors to provide status updates from submission through to settlement.
Workflow Tracking: Maintain and update Sales Sheets, Smartsheets, and Google Sheets as files progress.
Quality Assurance: Cross-check approval and settlement documents against original submissions to ensure accuracy.
Process Improvement: Contribute to enhancing internal tasks, procedures, and client communication while maintaining high-level product and lender policy knowledge.

Experience: 3–5 years of experience in the Australian lending market is highly regarded.
Technical Skills: Proficiency in Microsoft Office (Word, Excel) and Google Workspace (Gmail, Google Sheets, and Calendar).
CRM Expertise: Experience with Salestrekker (specifically GEM) is preferred, though not mandatory.
Industry Knowledge: Sound knowledge of Australian lender policies, credit practices, and regulatory requirements.
Analytical Skills: Strong problem-solving skills, including the ability to think "outside the box" for complex credit solutions.
Communication: Excellent verbal and written communication skills for daily interaction with clients and stakeholders.
Attributes: High attention to detail, integrity, reliability, and a strong work ethic.

Senior Credit Support Analyst

Key skills