Broker Loan Assistant – AU Hours

Hours: AU Hours (Sydney +10 GMT)
Contract Type: Full-time, 3-month probation period
Training: Provided

Why Join Refyne?

– Fast-growing mortgage brokerage in Sydney
– Expanding team and business
– Dynamic team culture
– Aim to settle $100m in the next 12 months

Refyne is a young, dynamic, and fast-growing mortgage broking company specialising in mortgages for individual investors, including those buying within their SMSF (Self-Managed Super Fund, similar to Roth IRA or 401K in the USA). We place a strong focus on customer service and are looking for an energetic, ambitious, and detail-oriented para-broker to join our team.

About the Role:
We are seeking a full-time broker loan assistant who can manage operations from document reception through to settlement.

Key Responsibilities:

– Review documentation, collate, and liaise with clients for verification via Broker Engine
– Input data into Quickli servicing calculator for preliminary assessments
– Understand bank policies related to investment loans, SMSFs, trusts, and self-employed scenarios
– Conduct servicing assessments using bank calculators
– Perform bank valuations for purchases, refinances, and equity releases
– Handle administration tasks related to customer data and processing
– Perform pricing requests, prepare credit scenarios, funding positions, and credit proposals via Broker Engine and Flex
– Prepare loan submission documents and lodge for pre-approval/unconditional finance via Flex and Apply Online
– Attend to any Missing Information Requests prior to settlement

Preferred but Not Essential Requirements:
– 2 to 3 years of experience in mortgage broking
– Minimum Qualification Certificate IV in Finance and Mortgage Broking
– Experience using Quickli, Broker Engine, Flex, Apply Online, and Australian bank platforms

How to Apply:
If you are interested in this role, please send your CV and a Vocaroo or video introduction explaining why you are the best fit for the position. We look forward to hearing from you and discussing how you can contribute to our growing team.

Join Refyne and be part of a team that values growth, dynamic culture, and excellence in customer service. Apply now to build your career in the mortgage broking industry with us!