OUR VISION

Empowering people to live better, more prosperous lives

At The Loan Room, we are a growing team of mortgage and finance professionals who are passionate about helping people achieve their financial goals. Whether it’s buying a first home, renovating, refinancing, or building an investment portfolio, we’re committed to guiding clients every step of the way.

ABOUT THE ROLE

We are seeking an experienced mortgage professional with strong customer service skills to coordinate the settlement process. The right candidate will have hands-on experience within a mortgage broking business and thrive in managing the transition from formal approval through to settlement, while providing long-term client support.

This is a key role as The Loan Room continues to grow. You’ll work closely with a team of brokers to manage workflows, maintain proactive communication, and deliver outstanding client experiences.

If you love taking ownership, driving outcomes, and building strong client relationships, this role is for you.

KEY RESPONSIBILITIES

• Manage home loan applications from formal approval through to settlement

• Provide regular client updates and liaise with lenders to meet requirements

• Follow detailed checklists and compliance requirements at every stage

• Support team members with loan processing needs

• Conduct post-settlement care: annual reviews, repricing, and ongoing client communication

SKILLS & EXPERIENCE

• Minimum 2 years’ experience in mortgage processing/settlements within a brokerage

• Thorough understanding of multiple lenders' settlement process

• Excellent phone manner and a passion for client engagement

• Strong communication skills (both written and verbal)

• High attention to detail and strong time management skills

• Ability to thrive in a fast-paced, deadline-driven environment

• Self-motivated, positive, and proactive team player

• Alignment with The Loan Room’s vision and values
  

PERKS & BENEFITS

• Competitive salary for the right candidate

• Recognition of effort and achievement

• Ongoing training, development, and career growth opportunities

• Fun social events and a supportive team culture

• A workplace that values both performance and enjoyment