Credit Analyst

Join a highly regarded financial services firm on Sydney’s Northern Beaches that blends accounting, financial planning, and mortgage broking under one roof. You’ll step into a newly created role supporting an experienced broker and helping clients achieve their home ownership goals through a seamless, personalised experience.About the BusinessThis business operates with the polish of a professional advisory practice, not a high-volume call centre. The team of 40+ professionals share a strong sense of purpose, professionalism and collaboration - with values centred around commitment, accountability, teamwork, and balance.What You’ll DoManage residential loan applications from pre-lodgement through to settlement.Prepare credit submissions and oversee data entry by the loan processor.Maintain hands-on client communication and lender follow-ups throughout the loan journey.Conduct compliance checks including income and liability verification.Liaise with key lenders (CBA, Westpac, NAB, Macquarie) to ensure smooth settlements.Use Broker Engine to monitor workflow, improve efficiency and support automation.About YouExperience in residential lending, loan processing or banking.Solid understanding of credit documentation and the loan lifecycle.Confident communicator with excellent attention to detail.Certificate IV in Finance & Mortgage Broking ideal (not essential).Proactive, professional, and eager to grow in a supportive team.Why You’ll Love ItBeautiful Manly-based office close to cafés, beach and transport.Work-life balance is genuinely prioritised.Mentorship and career growth into broker or credit roles.Exposure to a multi-disciplinary financial services environment.Access to training, technology and professional development support.Competitive salary aligned to experience, plus incentive opportunities.If you’re detail-oriented, relationship-focused and ready to build a career in a modern, values-led financial services business – APPLY TODAY