Growth opportunity for an established residential broker to gain exposure to more complex lending solutions with HNW clients and established commercial businesses. 

About the Company

Our client is a reputable financial firm focused on building deep client relationships in a performance-driven environment. With a lovely brand new office in Hawthorn, they provide the style, tools and support for employees to become leaders and build rewarding careers.

This position is within their award-winning and successful Finance and Lending team. The firm is part of a national accounting network ranked 12th in the AFR Top 100 Accounting Firms, with over 700 talented team members delivering solutions from 19 locations across Australia, New Zealand, and Asia. They work with aspirational businesses and entrepreneurial people to help them achieve their objectives.

About the Role

• Develop and maintain strong client relationships, offering expert mortgage advice and tailored solutions

• Oversee the entire loan process, ensuring accurate and timely completion of all documentation.

• Coordinate with underwriters and lenders to facilitate loan approvals.

• Stay updated on mortgage market trends and provide clients with market insights.

• Ensure mortgage applications comply with industry regulations and company policies.

• Conduct risk assessments to minimize financial risks.

• Mentor and train junior brokers, providing guidance and support.

• Develop strategies to generate new business and expand the client base.

• Meet or exceed sales targets.

• Deliver exceptional customer service, addressing client inquiries promptly.

• Analyze clients’ financial situations and recommend suitable mortgage products.

• Participate in professional development and implement process improvements.

About You

The successful candidate will have:

• Experience working with complex lending and exposure to various scenario 

• Have the ability to work autonomously and in a team environment

• Good interpersonal skills and a strong work ethic.

• Organizational skills and attention to detail.

• IT literacy and proficiency in using various IT platforms.

• Ability to interpret basic financial statements and tax returns.

• Experience with AFG Flex software or Westpac Drive online (highly regarded).

• A degree in Banking & Finance or Accounting (beneficial but not essential) and/or;

• A Diploma of Finance and Mortgage Broking (beneficial but not essential).

Benefits Include

The client offers a supportive and positive team culture, growth opportunities through training and career advancement, and competitive salary packages. Employees enjoy a positive work-life balance, with benefits including:

• Competitive salary package and performance incentives

• Generous referral bonus schemes

• Monthly early finish days and flexible working arrangements

• Annual flu vaccinations

• Direct access to senior staff and directors

• Professional training and development

• On site car park

• Great location right in the heart of Hawthorn