Broker Assistant

FourQuarters Recruitment; City of Melbourne; Hybrid; AUD 60,000 - 80,000; Full time

Job summary

A financial services company in Melbourne is seeking an experienced Broker Assistant to join their finance division. You will manage customer relationships, review loan applications, and collaborate with lenders to assist clients in achieving their financial goals. The ideal candidate has over 2 years of experience in lending support and a strong understanding of financial statements. A hybrid working option is available.

Qualifications

• 2+ years’ experience in a lending or broker support role.
• Strong understanding of financial statements and lending fundamentals.
• Familiarity with home loans and exposure to commercial, asset, or SMSF lending is advantageous.

Responsibilities

• Managing customer relationships and providing outstanding service throughout the loan process.
• Reviewing loan applications and supporting the pre-credit assessment phase.
• Collaborating with a broad panel of lenders to achieve the best outcomes for clients.

Skills

Customer relationship management

Attention to detail

Problem-solving

Job description

• Banking & Finance
• Funds Management
• Melbourne
• Permanent / Full Time
• Opportunity to work alongside a highly experienced mortgage broker
• Growing and forward thinking organization
• Hybrid working option

Overview

My client is a fast-growing financial services business that’s redefining what it means to deliver exceptional client experiences.

They’re now looking for an experienced Broker Assistant to join their finance division — someone who thrives on building relationships, loves problem-solving, and wants to be part of a business that values people as much as performance.

As a key member of the finance team, you’ll play an important part in helping clients achieve their goals — from property purchases to business finance.

Responsibilities

• Managing customer relationships and providing outstanding service throughout the loan process
• Reviewing loan applications and supporting the pre-credit assessment phase
• Collaborating with a broad panel of lenders to achieve the best outcomes for clients.

This is an excellent opportunity for someone with a couple of years’ experience in lending support who’s ready to take the next step in their career.

Qualifications

• 2+ years’ experience in a lending or broker support role
• Strong understanding of financial statements and lending fundamentals
• Familiarity with home loans; exposure to commercial, asset, or SMSF lending is advantageous
• Excellent attention to detail and a genuine passion for delivering quality service.

If you are interested in applying, contact Jordan Cavani on [e-mail].