About PeoplePartners
- At PeoplePartners, people are at the heart of everything we do.
- As a Great Place to Work® certified company, we're proud to create an environment where talented professionals can do meaningful work, build rewarding careers, and enjoy genuine support along the way.
- When you join PeoplePartners, you're not just taking on a new role—you're becoming part of a people-first culture that values growth, collaboration, and continuous learning. You'll gain exposure to global businesses, work alongside experienced professionals, and have opportunities to expand your skills while making a real impact.
- If you're looking for a workplace that combines career development, flexibility, and a vibrant team culture, you'll feel right at home here.
Do Work That Fits
- Your expertise in lending analysis deserves more than repetitive processing work. It deserves a role where your insights directly influence portfolio growth, client outcomes, and strategic lending decisions.
- We're partnering with a leading Australian property and lending organization to find an experienced AU Mortgage Portfolio Lending Analyst who can identify opportunities, mitigate risks, and help drive smarter lending outcomes across an established client portfolio. This is a role intentionally designed for professionals who enjoy analyzing loan structures, uncovering opportunities, and making a meaningful impact.
Why This Opportunity Stands Out
- Many lending roles focus solely on administration and processing. This role goes further.
- You'll become a trusted analytical partner within a high-performing Australian property and lending business, helping identify refinancing opportunities, equity release potential, serviceability improvements, and portfolio growth opportunities before they arise.
Our hybrid work environment combines flexibility with the advantages of in-person collaboration, providing:
- Greater visibility to leadership and decision-makers.
- Direct mentorship from experienced lending and portfolio professionals.
- Faster learning through real-time collaboration.
- Stronger professional relationships and networking opportunities.
- Exposure to complex Australian lending scenarios.
- A supportive and highly collaborative team culture.
- Long-term career development opportunities within a growing organization.
This is an environment where your expertise is recognized, your contribution matters, and your career can continue to grow.
About the Role
As the AU Mortgage Portfolio Lending Analyst, you will proactively review and monitor client loan portfolios to identify:
- Repricing opportunities.
- Interest-only expiry risks.
- Equity release opportunities.
- Serviceability improvements.
- Refinancing opportunities.
- Portfolio growth triggers.
You will play a critical role in supporting advisors by preparing comprehensive portfolio reviews, delivering accurate lending insights, and ensuring every client review is backed by quality analysis and actionable recommendations.
Job Responsibilities:
Portfolio Analysis & Lending Reviews
- Review and monitor existing mortgage portfolios.
- Conduct loan reviews and rate reviews across the client book.
- Analyze client lending positions to identify opportunities and risks.
- Assess serviceability and equity positions.
- Identify qualified opportunities for future property acquisitions.
Strategic Lending Support
- Prepare detailed Client Investment Review Packs.
- Deliver accurate pre-work for advisor meetings.
- Support lending strategy discussions through data-driven insights.
- Ensure all portfolio information is accurate, complete, and current.
Data & CRM Management
- Maintain portfolio records and lending data.
- Update and manage information within CRM systems.
- Produce reporting and portfolio analysis using advanced Excel capabilities.
- Collaborate with internal stakeholders to improve portfolio performance and client outcomes.
Cross-Functional Collaboration
- Partner closely with Portfolio Success and Lending teams
- Share portfolio insights and recommendations.
- Support business growth through proactive opportunity identification.
Job Requirements:
Required Qualifications (Must-Have):
- Minimum 2 years of experience in lending, mortgage, banking, or financial services.
- Experience with Australian mortgage products and lending processes.
- Experience assessing serviceability, refinancing opportunities, and equity positions.
- Advanced Microsoft Excel skills, including working with large datasets.
- Experience using CRM platforms such as HubSpot or similar systems.
- Strong written and verbal English communication skills.
- Strong analytical skills and attention to detail.
- Ability to work independently while collaborating effectively with stakeholders.
Preferred Qualifications:
- Experience in mortgage retention.
- Experience conducting loan reviews.
- Experience within Australian financial services.
- Exposure to property investment or advisory businesses.
Why Join Through PeoplePartners
At PeoplePartners, we believe the best careers are built through intentional role matching.
We don't randomly place people into jobs. We connect talented professionals with opportunities aligned to their strengths, ambitions, and long-term career goals.
You'll benefit from:
- Purpose-built, future-ready roles.
- Exposure to leading international businesses.
- Impact-driven work.
- Collaborative and supportive teams.
- Opportunities for professional growth and advancement.
- A culture focused on performance, development, and success.
Do work that fits—because your role should be designed around your strengths and your future. If you're ready to leverage your Australian mortgage and lending expertise in a role that offers visibility, growth, and meaningful impact, we'd love to hear from you.
Work Details:
- Employment Type: Full-Time.
- Work Setup: Hybrid.
- Schedule: Monday to Friday.
- Hours: Day-shift (AEST).
Company Benefits:
- Permanent Hybrid setup.
- Company-provided equipment.
- Secondary Wi-Fi Modem.
- 21 Leave Credits Annually - Leave benefits begin on Day 1.
- 100% conversion of UNUSED leave credits.
- HMO on Day 1.
- 13th Month Pay.
- Monthly Gift Voucher.
- Milestone Tokens (Birthday/Anniversary/Christmas).
- A Life Beyond the Screen #WorkLifeBalance.
- Active employee engagements physically such as Christmas Party & Team Building, and virtual events such as town-hall with prizes.
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