Mortgage Triage Officer

Location Parramatta
Discipline Accounting & Finance
Job reference 164791
Salary AU$34 - AU$36 per hour + + super

Mortgage Care - Triage Officer

If you're looking for a career within Distribution and have an eye for detail this role will help you to develop the relevant skill sets to fulfil your potential. Mortgages & 3rd party broker proposition is a key contributor to our client's retail banking strategic framework in Australia.

We are currently seeking an ambitious individual to join this team in the role of Mortgage Triage Officer in our banking client's Mortgage Care Team.

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 bank 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


  • Opportunity to work with a highly esteemed global bank
  • Learning and growth opportunities
  • Hybrid work environment

Sophia Kostarakis
Recruitment Consultant
Let's Connect

+61 484 554 538

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Aboriginal and Torres Strait Islander people are encouraged to apply.

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