Mortgage Triage Officer

Location Parramatta, New South Wales
Discipline Finance
Job reference 106995
Salary AU$36 - AU$38 per hour

Our client is one of Australia's oldest bank and company providing banking and financial services globally, currently seeking Mortgage Settlement Officer for an initial contract engagement.

Job Location: Sydney - Paramatta

Contract: 12 months with high possibility of extensions

Mortgages & 3rd party broker proposition is a key contributor to our client's retail banking division

The role is responsible for validating mortgage application completion prior to credit assessment to ensure a smooth and efficient decision process. Coupled with providing an outstanding customer experience to both the broker and proprietary base - supporting and assisting Relationship Managers/Brokers with home loan applications.


  • Validation of all incoming home loan applications and supporting documents (pre-credit assessment)
  • Complete customer pre-screening checks for broker introduced customers to ensure all required KYC, ID/V & support docs have been completed correctly prior to formal credit assessment
  • Meet broker, proprietary and customer expectations in terms of efficiency, accuracy, timeliness, professionalism, and warmth
  • Managing and resolving any broker & proprietary enquiries on pending home loan applications and meeting requests within set service legal agreements (SLAs)
  • Maintain an understanding of Client's mortgage products and services
  • Validating home loan applications (pre-credit assessment)
  • Managing broker enquires over the phones or email
  • Liaise with Underwriting Services, Brokers & Proprietary, DocuPREP & settlement agent (FMS)


  • High attention to detail with strong focus on quality
  • Ability to work autonomously & within fast past team environment
  • Ideally have mortgage experience & understanding of loan process
  • Strong written & verbal communication skills
  • Problem solving aptitude

If you meet the above criteria, please click "apply now". Please note that only shortlisted candidate will be contacted for a confidential discussion.

Punam Ahluwalia

Technology & Digital
Key Accounts Consultant
Let's Connect
+ 61 3 8633 4112

By submitting your resume and other personal information with this application you are consenting to this information being collected in line with our privacy policy. Follow the link to learn more -

State: QLD, licensee/s Manpower Services (Australia) Pty Ltd, LHL-02026-D5L4Q. State: QLD, licensee/s Greythorn Pty Ltd, LHL-02014-Y5F6D. State: SA, licensee/s Manpower Services (Australia) Pty Ltd, LHS 288856