Lending Operations Associate

Role Overview

• Manage and process loan applications from initial intake through to settlement
• Assist in credit applications, including collecting information, structuring deals, and using internal systems to assess eligibility
• Prepare loans for settlement by verifying settlement details and ensuring all requirements are complete and accurate
• Review and verify financial and supporting documents for completeness and accuracy
• Coordinate with clients, brokers, and lenders to gather required information and provide status updates
• Maintain accurate and up-to-date records in CRM and internal systems
• Assist in preparing application summaries and documentation for credit review
• Monitor pipeline activity and follow up on outstanding requirements
• Collaborate with cross-functional teams via Slack, email, and virtual meetings to ensure smooth operations
• Take ownership of tasks end-to-end, ensuring timely and high-quality delivery
• Help test software features and functionality to support ongoing product improvements
• Perform general administrative and virtual assistant tasks as needed
• Support marketing efforts by assisting in the preparation of marketing videos and copy
• Ensure compliance with internal processes and applicable regulatory standards
• Identify inefficiencies in workflows and suggest improvements to enhance operations

Requirements

• 1–3 years of experience in lending operations, financial services, or a related field
• Strong attention to detail and ability to handle high-volume administrative tasks
• Excellent written and verbal communication skills
• Experience working with financial documents such as bank statements, credit reports, and tax records
• Proficiency in Microsoft Office tools (especially Excel) and CRM platforms
• Ability to work independently in a remote, fast-paced environment
• Strong organizational and time management skills
• Experience with Australian lending processes is a plus but not required