Document Preparation Officer

Who We Are
Join a dynamic and supportive team where you’ll play a key role in delivering exceptional service to our valued clients. As a growing global organisation, we offer real opportunities for career progression and development across Operations, IT, Sales, Legal, Finance, and Shared Services in Australia and New Zealand.

We pride ourselves on a flexible and friendly work environment built on collaboration, accountability, and strong team culture. We’re proud to have been awarded the Great Place to Work Certification for the fourth consecutive year. This achievement reflects our people, our progress, and the inclusive culture we continue to shape together.

Your voice matters here, and we’re committed to continuously improving and ensuring this remains a workplace where you can thrive. If you’re looking to grow your career in a professional and empowering environment, we’d love to hear from you.

Job Summary
The Document Preparation Officer will attend to the processing of services and functions within the documentation preparation team, including preparation of all required loan documentation per procedures and within agreed service levels.
About the role

Preparing loan contracts and all required mortgage documents accurately and in line with client instructions
Identify any errors and flag with client
Following up any outstanding information with client and/or relevant stakeholders
Loading instructions in the database
Ensuring fees and charges are loaded correctly
About you

You are able to work in a high pressure and fast paced customer service environment
You are flexible and agile with excellent organisation skills and attention to detail
You are a great communicator and excel at providing outstanding customer service
You are a collaborative team member
Your computer literacy and data entry skills are exceptional and you adapt to new technologies that are introduced
You are a champion at prioritising your workload to meet KPI’s and SLA’s
Bonus points if you have prior experience with mortgage processing or other comparable finance industry experience
If this sounds like you apply now!

What We Offer
By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.
We’re committed to supporting your personal and professional growth through meaningful benefits, recognition programs, and a workplace culture that values wellbeing, connection, and development across Australia and New Zealand.

HERE’S WHAT SETS US APART:

Employee Assistance Program (EAP)

Employee Referral Program

Flu Vaccination Program

Fundraising Challenges

Social Teams & Events

Tenure Recognition Program

Rewards and Recognition Program

Training & Development

Discounted First Title Insurances