Manage inbound and outbound client communication to obtain required information and supporting documents
Support clients through the document collection process with clear, professional, and client-focused communication
Maintain accurate and well-organised client records within UNO’s platform, ensuring files are complete and assessment-ready
Perform preliminary credit assessments, including lender policy checks, serviceability reviews, and product suitability analysis
Proactively identify missing information or potential issues and coordinate with clients or brokers to resolve them promptly
Partner closely with Scott to ensure opportunities continue progressing smoothly through the early stages of the pipeline
Keep up to date with lender policy changes and product updates to support accurate upfront assessments
Ensure all client information and documentation are captured in accordance with compliance requirements and internal processes

At least 2 years of experience in credit assessment, lending support, or mortgage broking assistance, preferably within the Australian market
Solid knowledge of residential and/or commercial lending products, lender policies, and servicing calculations
Quick to adapt to new systems, workflows, and policy changes in a fast-paced environment
Comfortable navigating technology and working within a highly digital, systems-driven platform
Strong attention to detail with the ability to maintain accurate, organised, and high-quality work
Excellent communication skills with confidence in handling phone-based client interactions and building rapport
Proactive and solutions-oriented approach with a strong commitment to client service
Equipped for remote work with previous experience successfully working in a work-from-home setup

Credit Analyst

Key skills