Private Lending Operations Assistant - 131

Position: Private Lending Operations Assistant

Working Hours & Conditions: Aligned with Australian hours; full-time (remote)

Holidays: AU Holidays

ABOUT THE COMPANY:

The client is a premier private lending and investment firm headquartered in Australia, specializing in agile financial solutions for the real estate and commercial sectors. The firm serves as a strategic bridge for property developers, entrepreneurs, and SMEs who require rapid, reliable capital outside of the restrictive traditional banking system. By leveraging deep market expertise and a streamlined assessment process, they transforms complex credit scenarios into actionable funding, facilitating high-stakes projects across the Australian landscape.

The firm’s philosophy is anchored in transparency, speed, and bespoke structuring. Recognizing that "software risk is business risk" and "financial agility is market advantage," the client positions itself as a partner rather than a mere lender, prioritizing the specific timelines and LVR (Loan-to-Value Ratio) requirements of its clients. Their reputation is built on a commitment to clarity and confidence, offering a sophisticated alternative to institutional finance by delivering flexible bridge financing, equity unlocking, and growth capital that empowers borrowers to scale without the typical delays of the big-four banks.

OVERVIEW:

We are seeking a highly organised and proactive Operations Assistant to support our private lending team. This role focuses on deal management, broker communication, and pipeline tracking to ensure lending opportunities move quickly and efficiently.

The successful candidate will help manage loan enquiries, follow up with brokers and borrowers, track deal progress, and maintain internal records. This is a fast-paced role where timing is critical — many opportunities move within 2–3 days, and proactive communication is essential.

RESPONSIBILITIES:

• Deal & Pipeline Management
• Maintain and update the deal pipeline spreadsheet (Excel/CRM).
• Record and track:
• Broker name
• Borrower name
• Security property address
• Loan amount
• Deal type (refinance, bridge, construction, caveat, etc.)
• Current deal status
• Reason deals did not proceed.
• Monitor the pipeline daily to ensure no deals are missed or delayed.

• Broker & Client Follow-ups
• Call brokers and clients to follow up on existing loan enquiries.
• Ensure all required documents and information are provided promptly.
• Maintain professional relationships with broker partners.

• Loan Expiry Monitoring
• Track loan maturity dates.
• Contact brokers prior to loan expiry to confirm:
• Repayment plans
• Refinancing arrangements
• Extension requirements.

• Escalate any risks or delays to management.

• Deal Progress Monitoring
• Ensure deals move efficiently through each stage:
• enquiry
• credit review
• valuation
• documentation
• settlement.

• Follow up on outstanding items with brokers, clients, solicitors, and valuers.

• Market & Competitor Monitoring
• Monitor competitors in the private lending market.
• Track competitor:
• loan products
• pricing
• marketing activity.

• Provide brief updates to management.

• Social Media & Marketing Support
• Help maintain company social media presence (LinkedIn and other channels).
• Track competitor:
• posting updates
• highlighting recently settled deals
• sharing industry insights
• promoting company activity

Requirements:
QUALIFICATIONS:

• Essential:
• Strong organisation and attention to detail
• Comfortable speaking with brokers and clients by phone
• Strong Excel or spreadsheet skills
• Ability to manage multiple deals simultaneously
• Proactive and able to follow up without supervision

PREFERRED SKILLS (nice to have):

• Experience in mortgage broking, private lending, or property finance
• Understanding of:
• LVR
• loan security
• refinancing
• Property transactions

• CRM or pipeline management experience

PERSONAL ATTRIBUTES:

• Highly proactive and organised
• Strong communication skills
• Able to work in a fast-paced lending environment
• Professional when dealing with brokers and clients
• Problem-solver who takes initiative

KEY OUTCOME OF THE ROLE:

• The goal of this position is to ensure:
• No deals fall through due to lack of follow-up
• Loan maturities are proactively managed
• Broker relationships are maintained
• The lending pipeline remains organised and up-to-date.