Broker Service Officer / Credit Analyst – Australian Mortgage

Candidates typically face a three‑stage interview process: an online aptitude test lasting 30‑45 minutes, followed by a technical interview that probes mortgage‑specific knowledge, CRM familiarity and analytical abilities, and finally an HR round assessing cultural fit and communication skills. The difficulty is moderate; thorough preparation on Australian mortgage terminology and strong logical reasoning can significantly boost success chances.

Firstsource promotes a performance‑driven yet employee‑centric culture, encouraging continuous learning through regular training modules and mentorship. The firm offers a balanced work‑life environment with flexible timings and opportunities to work on cross‑functional projects, fostering rapid skill development.

Bachelor’s degree in any discipline (preferably Finance, Business, Economics or related fields); Minimum 60% aggregate marks; Graduating batch 2022‑2025 acceptable; No active backlogs at the time of joining; Strong communication skills in English; Ability to obtain any required background verification.

Round 1: Aptitude & Logical Reasoning Test → Round 2: Technical/Domain Interview (focus on mortgage processes and CRM tools) → Round 3: HR Interview (cultural fit and career aspirations)

Firstsource Solutions is a leading Business Process Management (BPM) provider with a strong global footprint across the United States, United Kingdom, Philippines, Mexico and India. The company partners with more than 100 Fortune 500 and FTSE 100 brands, delivering end‑to‑end customer lifecycle solutions for sectors such as Healthcare, Telecommunications, Media, Banking, Financial Services and Insurance. With a ‘right‑shore’ delivery model, Firstsource blends on‑shore expertise with offshore efficiency, enabling clients to re‑imagine processes, gain deeper insights and achieve superior outcomes. The firm is known for its culture of continuous learning, robust training programs and a clear career progression path for fresh talent. The role of Broker Service Officer / Credit Analyst in the Australian Mortgage department is a critical bridge between borrowers, mortgage brokers and the internal credit team. You will be responsible for end‑to‑end loan processing for Australian home‑loan applications, ensuring compliance with both internal policies and Australian regulatory standards. The position demands a blend of strong customer service, meticulous document verification, and the ability to navigate multiple CRM and project‑management tools independently. Key Responsibilities: 1. Review and verify mortgage documentation for accuracy, completeness and compliance. 2. Liaise with Australian brokers, borrowers and internal stakeholders to resolve queries promptly. 3. Process loan applications using aggregator CRMs such as MyCRM, Infynity, Mercury Nexus, Flex and SalesTrekker. 4. Update and maintain loan pipelines in task‑management tools like Monday.com, Trello or Airtable. 5. Conduct preliminary credit assessments and flag high‑risk cases for senior review. 6. Ensure adherence to Service Level Agreements (SLAs) and meet daily processing targets. 7. Maintain detailed audit trails and generate regular status reports for management. 8. Identify process improvement opportunities and suggest automation enhancements. 9. Provide proactive support to the Australian Mortgage team during peak periods. 10. Uphold data privacy and security standards as per company policy. Tech Stack & Tools: MyCRM, Infynity, Mercury Nexus, Flex, SalesTrekker, Monday.com, Trello, Airtable, MS Office Suite, and basic knowledge of Australian mortgage regulations. Growth Path: Starting as a Broker Service Officer, high performers can progress to Senior Credit Analyst, Team Lead, and eventually to Operations Manager or Domain Specialist roles within the Australian Mortgage vertical. Why Join Firstsource? The company offers a structured onboarding program, exposure to international best practices, and a collaborative environment that values innovation. Employees enjoy flexible work arrangements, regular up‑skilling workshops, and clear performance‑linked incentives. If you are a self‑driven professional with a passion for finance and customer service, this role provides a solid platform to build a rewarding career in the global mortgage processing arena.