• Evaluate and analyze financial documents, including tax returns, bank statements, payslips, and company financials for full-doc, low-doc, and self-employed loan applications. • Prepare and submit high-quality loan applications via industry-standard aggregator platforms to a diverse panel of major Australian banks and non-conforming lenders. • Manage the loan lifecycle comprehensively from initial data entry and data verification through to pre-approval, formal approval, and final settlement. • Liaise professionally with lenders, credit assessors, valuation firms, and solicitors to resolve policy queries, expedite processing times, and fulfill outstanding conditions. • Conduct preliminary credit assessments and accurate borrowing capacity calculations in strict alignment with current Australian credit policies and responsible lending guidelines. • Maintain meticulous records and provide clear, proactive tracking updates to ensure the mortgage broker is informed at every stage of the application pipeline. • Identify potential risks or strong mitigants in complex financial profiles (such as debt consolidation or non-conforming loans) to maximize the probability of approval.

• Manage the client journey from initial contact through to settlement • Deliver a smooth, well-supported experience by coordinating communication • Collect and validate documents, ensuring files progress efficiently through the pipeline • Contact inbound referrals using a structured approach • Qualify clients and book meetings for brokers • Act as the first point of contact and set clear expectations • Guide clients through document requirements • Collect and organise documents over a 5–7 day period • Validate basic requirements (e.g. in-date payslips, completeness) • Enter and maintain accurate client data in the CRM • Maintain accurate and up-to-date CRM records • Track file progress and follow up consistently • Ensure no applications stall due to missing information • Prepare complete and accurate files for submission • Manage handover to the credit analyst team • Support analysts with follow-ups and outstanding items • Notify clients of approval and guide next steps • Assist with final document collection • Support clients through to settlement

• Loan writing / parabrokering for residential home loans (approximately 40%–70% of the role depending on current volumes) • Day-to-day management of a team of three offshore members, including one experienced credit analyst and two loan processors, through regular coaching and mentoring • Daily pipeline management in collaboration with the onshore team to ensure files continue moving efficiently • Anticipating lender policy issues and proactively resolving problems early • Building and improving workflows to enhance turnaround times, accuracy, and operational efficiency • Developing a complete understanding of current team operations, documenting processes, identifying friction points or repetitive low-value tasks, and implementing solutions • Recommending and implementing improvements across software, AI tools, automation, training, and workflow systems • Guiding and collaborating with technical workflow consultants to implement process improvements • Leading a positive offshore work culture that is results-driven, connected despite distance, fulfilling, and enjoyable • Working with the onshore team to develop and track reporting measures and performance metrics

• Review and analyse tender documentation, drawings, specifications, and scopes of work • Prepare detailed cost estimates for commercial construction projects • Conduct quantity take-offs and material measurements from plans and specifications • Identify project risks, exclusions, and cost considerations during tender review • Assist in preparing competitive and accurate tender submissions • Complete accurate quantity calculations for materials, labour, and subcontractor scopes • Support budgeting, cost planning, and project feasibility assessments • Monitor and maintain estimating databases and pricing schedules • Assist with variation pricing and cost analysis where required • Source supplier and subcontractor pricing using ProcurePro • Obtain and compare quotations from suppliers and subcontractors • Assist with procurement planning and cost benchmarking • Maintain supplier databases and pricing records • Prepare and maintain estimating records within BuildTrend • Ensure all project documentation is organised and accurately recorded • Support process improvements across estimating and procurement workflows • Assist with project handovers from estimating to delivery teams