Asset Finance Loan Specialist / Settlement Officer / Loan Processor

Talk to a Broker; Sydney; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Cert IV in Finance & Mortgage Broking

One-on-one training with industryLeads

Exposure to 50+ Australian lenders

Structured mentoring and professional/

Competitive remuneration

Supportive team culture and career dev

Job summary

Talk To A Broker, located in the Sydney CBD, is seeking an Asset Finance Loan Specialist / Settlement Officer / Loan Processor. The role covers the full deal lifecycle, with pathways into senior roles for high performers. We offer training, mentorship, and exposure to a wide lender panel.

Ideal candidates have 1–2 years in asset finance or related areas, strong attention to detail, and a proactive, coachable attitude. Permanent Australian work rights are required.

Qualifications

• 1–2 years in asset finance, loan processing, credit, or settlements.
• Excellent attention to detail and organisation.
• Strong written and verbal communication skills.
• Commercial awareness, hustle, and willingness to learn.
• Proactive mindset with a strong work ethic.

Responsibilities

• Assess and structure asset finance applications to client needs.
• Review bank statements, financials, and credit reports.
• Prepare and submit finance applications through to settlement.
• Maintain knowledge of lender policies and processes.
• Liaise with brokers, lenders, clients and internal teams to progress deals.
• Ensure compliance with regulatory and internal standards.
• Handle a high volume of applications with accuracy.
• Deliver high-standard service to clients and referral partners.

Skills

1–2 years' experience in asset finance

Attention to detail

Communication skills

Commercial awareness & hustle

Proactive mindset & work ethic

Education

Cert IV in Finance & Mortgage Broking

Job description

Asset Finance Loan Specialist / Settlement Officer / Loan Processor

Talk To A Broker is a multi-award-winning asset finance brokerage located in the Sydney CBD, just minutes from Town Hall and Museum stations and major bus terminals.

We are one of Australia's fastest-growing commercial and consumer finance brokerages, settling millions of dollars in loans each month and continuing to scale nationally.

In 2026, we were proudly awarded:

• Asset Finance Brokerage Firm of the Year 2026 (NSW)

• COG Aggregation – Firm of the Year (NSW)

• Winner of Commercial Asset Finance Brokers Association Emerging Broker Firm of the Year

• Ranked #1 on the Adviser's Elite Broker Ranking (Asset Finance)

As part of our continued growth, we are looking to hire junior/associate and experienced Asset Finance Brokers / Loan Specialists to join our high-performance team.

The Opportunity

This role suits:

• Asset finance professionals with 1–2 years' experience looking to level up

• Junior or associate brokers, or credit/settlements staff, ready to step into more responsibility, who want to build a long-term career in asset finance.

• Career changers with strong hustle, commercial instincts, and a hunger to learn

You will be involved across the full deal lifecycle — from structuring and submission through to approval and settlement — with clear pathways into a senior broker role for those who perform.

What You'll Be Doing

• Assess and structure asset finance applications to suit client needs

• Review bank statements, financials, and Equifax credit reports

• Prepare and submit finance applications through to settlement

• Maintain strong working knowledge of lender credit policies and processes

• Liaise with brokers, lenders, clients, and internal teams to progress deals

• Ensure all applications meet regulatory and internal compliance standards

• Manage a high volume of applications with accuracy and professionalism

• Deliver a high standard of service to both clients and referral partners

You’ll be supported by dedicated sales managers, credit specialists, and operations staff, with clear processes, training, and mentorship in place.

What We're Looking For

Ideal candidates will have:

• Must have 1–2 years' experience in asset finance, loan processing, credit, or settlements

• Strong understanding of lending processes and compliance or the ability to learn fast

• Either existing knowledge of lending processes and compliance or the demonstrated ability to learn fast

• Excellent attention to detail and organisation

• Strong written and verbal communication skills

• Confidence dealing with lenders, brokers, and clients

• A proactive mindset and strong work ethic

We are specifically looking for people who show:

• Hustle and initiative

• Commercial awareness

• Willingness to be coached and put in the work

Attitude and drive matter just as much as experience.

Why Join Talk To A Broker

• Clear career pathway into a fully‑fledged Asset Finance Broker role

• Ground‑up training provided, including Cert IV in Finance & Mortgage Broking

• 1‑on‑1 training with industry leaders (50+ years combined experience)

• Exposure to 50+ Australian lenders across commercial and consumer finance

• Structured mentoring, systems, and ongoing professional development

• Competitive remuneration with strong earning potential

• Supportive, collaborative, and genuinely positive team culture

• Regular team events, flexibility where needed, and genuine career development

No one is left to sink or swim — training, support, and structure are a core part of how we operate. We back people who back themselves.

Eligibility & Checks

• Permanent Australian work rights required

• Candidates previously banned or denied lender accreditation will not be eligible

• Successful applicants must pass reference, credit, and police checks