Broker Support (Loan Processor)

Infinity Group; City of Melbourne; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive remuneration

First-class onboarding

Career growth opportunities

Job summary

A leading financial services firm in Melbourne is seeking a Broker Support Officer to manage the end-to-end loan process for clients. You will work closely with finance brokers, ensuring accuracy in applications. Candidates should have 2-3 years in mortgage broking and a Cert IV in Finance. The role offers competitive salary comprising base and incentives, with a strong emphasis on client relations. Join a rapidly scaling company committed to community support and employee empowerment.

Qualifications

• 2-3 years experience in mortgage broking or lending operations.
• Proficient in using lender calculators and interpreting financial documents.
• Must meet CPD and compliance standards.

Responsibilities

• Prepare and lodge loan applications ensuring compliance.
• Review client financials and assist brokers with calculations.
• Liaise with various stakeholders to drive timely settlements.
• Act as primary client contact throughout the loan journey.
• Maintain accurate CRM records and identify cross-sell opportunities.

Skills

Mortgage broking experience

Attention to detail

Strong communication skills

Education

Cert IV in Finance and Mortgage Broking

Tools

ApplyOnline

SalesTrekker

CRM systems

Microsoft Office

Job description

Overview

Broker Support – Infinity Group Australia

Location: Cremorne, VIC

Type: Full-time, on-site, Monday – Friday, 9am-5pm (Occasional weekend availability required). WFH 1 day per week post-probation

Salary: $90,000 + super + incentives (up to $120k OTE)

About Infinity Group Australia:

At Infinity Group Australia, we exist to help everyday Australians conquer debt, build wealth, and create lasting financial freedom. Our average client pays off their home loan up to 20 years early and saves $270,000 on interest payments thanks to our flagship Rapid Repay program.

What began as a personal vision has grown into one of Australia’s most awarded financial services groups—built on education, driven by transformation, and backed by real results.

As Infinity continues to scale, our founders Rebecca and Graeme Holm remain deeply connected to the business, ensuring our mission stays personal, powerful, and people-first.

What Makes Us Different:

• This isn’t your standard finance role and we’re not your standard finance company.
• The client isn’t always right. Real transformation takes honesty, sometimes a cuddle, sometimes a slap.
• We’re bold, disruptive, and unapologetically different. (Check out our socials and you’ll see exactly what we mean.)

The Role

As a Broker Support Officer, you’ll be a key operational partner to our Finance Brokers, managing the end-to-end loan process with precision and strategic insight. You’ll assess client financials, structure loan scenarios, and ensure applications are submitted accurately and efficiently. This role requires a strong grasp of lending policy, compliance, and client service, with the ability to coordinate multiple stakeholders and maintain momentum across complex applications.

Key Responsibilities

• Loan Processing & Compliance - Prepare and lodge loan applications via ApplyOnline, ensuring documentation is complete, accurate, and compliant with NCCP, AML/CTF, and lender-specific requirements. Maintain audit-ready records in CRM systems.
• Client Financial Assessment - Review PAYG and self-employed income, liabilities, credit reports, and asset positions. Assist brokers with serviceability calculations and loan structuring aligned to client goals and lender policy.
• Stakeholder Management - Liaise with lenders, conveyancers, real estate agents, accountants, and valuers to drive timely settlements. Escalate issues proactively and manage expectations across all parties.
• Client Experience & Broker Support - Act as the primary client contact throughout the loan journey. Provide updates, request documentation, and support brokers with loan sign-ups, annual reviews, and strategic initiatives like equity release or investment purchases.
• Data Integrity & Opportunity Identification - Maintain clean, consistent CRM records. Identify cross-sell opportunities and flag leads for brokers and relationship managers.

What We’re Looking For

• Experience & Knowledge - 2–3 years in mortgage broking, lending operations, or financial services. Exposure to residential, investment, and construction lending is highly valued.
• Technical Skills - Proficient in ApplyOnline, SalesTrekker, CRM systems, and Microsoft Office. Confident using lender calculators and interpreting financial documents.
• Qualifications - Cert IV in Finance and Mortgage Broking (preferred). FBAA/MFAA accreditation (preferred but not essential). Must meet CPD and compliance standards.
• Professional Standards - Clear Police & Credit Report (mandatory). High attention to detail, strong communication skills, and a proactive, client-first mindset.
• Availability - Full working rights in Australia. Willingness to work weekends when required.

Why Join Infinity?

At Infinity, we don’t just change our clients’ lives, we change the lives of our people too. Here’s what joining our team means for you and your family:

• Financial Empowerment – Free access to become an Infinity client, including support from our mortgage brokers, advisers, strategists, and relationship managers (who wouldn’t love to pay off their home loan in under 7 years?!).
• Career Growth – Infinity has grown rapidly and we’re only getting started. With rapid growth comes rapid opportunity.
• Competitive Remuneration – We hire the best, and we reward the best.
• First-Class Onboarding – Includes an all-expenses-paid trip to our Real Estate Mastery (REM) event, a company iPhone and laptop, and a full company induction at our Gold Coast headquarters on day one.

At Infinity, giving back is part of who we are. Through initiatives like the Kmart Wishing Tree Appeal, our team helped raise over $250,000 last year to support children and families in need, and we’re just getting started as we aim for $500,000 for Christmas ’25.

Ready to Join Us?

If you’re looking for more than just a role, want to transform your own financial future, grow your career with one of Australia’s fastest-scaling companies, and make a real impact for clients and community, then Infinity is the place for you.

Submit your application today, or feel free to reach out directly to Hannah Oxley – Talent Acquisition Partner at Infinity Group via LinkedIn if you have any questions.