Client Lending Coordinator

Location: Berry, NSW 
Type: Permanent Part Time (Minimum 25 hours) to Full time 

Days: Monday – Friday coverage is a non-negotiable 
Industry: Mortgage & Finance 

Recruitment and offshore agencies need not apply.  

At Shorebreak Finance, we’re more than a mortgage brokerage - we’re trusted partners in our clients’ property journeys. As a boutique firm, we pride ourselves on personalised service, long-term relationships, and helping our clients feel confident and cared for every step of the way. 

We’re looking for a proactive, organised and detail-oriented Client Lending Coordinator to join our growing team. This is a key role at the operational heart of the business, ensuring every loan journey runs smoothly, efficiently, and in full compliance. 

What You’ll Be Doing 

 Broker Support & Loan Processing 

• Enter and maintain client data in our CRM (Infynity) 

• Prepare initial servicing calculators and loan submissions for broker review 

• Order property valuations and prepare supporting documentation 

• Submit applications through Apply Online and follow up on lender queries 

Client Communications  

• Help onboard new clients and follow up on outstanding documentation 

• Coordinate settlement details with clients and third parties 

• Support post-settlement follow-ups, reviews, and client appreciation touches 

• Step in to cover our Client Services team’s workload when needed (e.g. leave cover) - so you'll get exposure across the full client journey, not just one lane 

Compliance Administration 

• Maintain accurate and up-to-date compliance documentation (e.g. SOCA, credit consents, ID, income verification, liability statements) 

• Ensure internal records meet regulatory requirements 

About You 

You don’t need to have a finance background. You’ll thrive in this role if you: 

• Have strong administrative and organisational skills 

• Are confident communicating professionally  with clients, lenders, and the team 

• Understand the mortgage process (or are keen to learn) 

• Are proactive, adaptable, and love keeping things running smoothly behind the scenes 

• Have experience with digital platforms like the Microsoft Office suite and/or Infynity (or are keen to learn) 

• Value working in a supportive, flexible, and client-first environment 

Why Join Shorebreak Finance? 

• Be part of the next stage of growth of a boutique brokerage focused on relationships and wealth creation, not just transactions 

• Work alongside a small, supportive team who care about getting it right, not just getting it done 

• Opportunity to grow your skills and shape this evolving role 

Ready to Join Us? 

If this sounds like the perfect fit, we’d love to hear from you! 

Please send your resume and a short cover letter to ••••@shorebreakfinance.com.au 

Applications close Sunday 28th September.  Don’t delay – interviews will commence with suitable applicants immediately. We reserve the right to close applications early should we find the perfect fit prior to this date.