Reviewing client profiles and supporting information to complete preliminary assessments. Assessments include lender policy research, borrowing capacity (Quickly serviceability) and funding position assessments.
Analyse financial statements and payslips
Cross-reference lender policy to find solutions
Completing lender serviceability, postcode and lender mortgage insurance calculators
Liaising with Lenders and their Credit Assessors, Business Development Managers to discuss lending policy, loan scenarios and loan structuring.
Preparing product comparison reports and making lender recommendations based on the assessment of the customer’s financial situation.
Assisting the Finance Broker to ensure that all compliance requirements are met
Communicate with key stakeholders including lenders, real estate agents, solicitors and accountants.
Prepare lender submissions notes and loan structures.

At least 3-year’s experience in the Australian mortgage broking industry as a credit analyst or Parabroker.
Experience with the CRM Broker Engine or Sales Trekker and Applyonline.
High attention to detail and extremely organized
Great at managing workload and prioritising tasks where necessary to meet deadlines.
Excellent English comprehension and fluency with good attention to grammar and spelling can-do attitude with the ability to work autonomously in a fast-paced environment
Willing to work collaboratively and be driven as a team player

AU Credit Analyst, Parabroker

Key skills