Finance Broker

INFINITY ALPHA FUNDS Management; Sydney; On-site; AUD 70,000 - 110,000; Full time

Job summary

INFINITY ALPHA FUNDS Management in Sydney CBD NSW is seeking a Finance Broker to identify, compare and arrange suitable loan solutions for clients. You will assess clients' financial circumstances and funding requirements, and recommend appropriate lending arrangements based on their individual needs and financial objectives.

Working closely with clients, lenders, and internal teams, you will coordinate loan applications, negotiate financing terms, and facilitate the lending process from initial

Qualifications

• Tertiary qualification in Finance, Banking, Business or Economics.
• Ability to evaluate finance options and repayment capacity.
• Strong organization and prioritization in fast-paced environments.
• Excellent communication and negotiation skills.
• Ability to coordinate multiple loan applications and meet deadlines.

Responsibilities

• Interview clients to understand financing objectives.
• Assess borrowing needs and determine suitable requirements.
• Research, compare loan products and terms.
• Arrange and negotiate finance with banks and financiers.
• Prepare and coordinate loan applications and supporting docs.
• Maintain ongoing communication with clients and stakeholders.

Skills

Financial assessment

Negotiation

Client relationship management

Analytical skills

Education

Tertiary qualification in Finance/Banking/Business/Economics

Job description

INFINITY ALPHA FUNDS Management – Sydney CBD NSW

About the role

We are seeking a Finance Broker to identify, compare and arrange suitable loan solutions for clients. You will assess clients' financial circumstances and funding requirements, and recommend appropriate lending arrangements based on their individual needs and financial objectives.

Working closely with clients, lenders, and relevant internal teams, you will coordinate loan applications, negotiate financing terms, and facilitate the lending process from initial assessment through to approval and settlement.

Key responsibilities

Interview prospective and existing clients to understand their financing objectives, assess their borrowing needs and determine their specific financial requirements.

Analyse clients' financial positions, including income, assets, liabilities, cash flow, existing debts and repayment capacity, to identify suitable financing options and assess their eligibility against relevant lending criteria.

Research, compare and review loan products, considering interest rates, fees, loan terms, repayment structures, eligibility requirements and other relevant conditions.

Recommend suitable loan products and financing structures tailored to clients' circumstances.

Arrange and negotiate finance on behalf of clients through banks, lenders and financiers, including coordinating loan applications, indicative terms, financing conditions and settlement.

Prepare, review and coordinate loan applications and supporting documentation, including financial statements, income evidence, property information, loan conditions, repayment arrangements and proposed loan periods, ensuring applications meet relevant lender requirements.

Maintain ongoing communication with clients, lenders, solicitors, valuers and other stakeholders to address enquiries, resolve documentation issues, monitor application progress and facilitate timely completion of financing transactions.

Monitor changes in lending policies, interest rates, finance products and property market conditions, and keep clients informed of relevant financing options, loan requirements and developments that may affect their borrowing arrangements.

About you

A tertiary qualification in Finance, Banking, Business, Economics, or a related discipline.

A sound understanding of financial assessment and borrowing requirements, with the ability to evaluate finance options and identify suitable loan structures based on clients' needs and repayment capacity.

Well-developed organisational skills to manage competing priorities and work effectively in a fast-paced environment.

Effective communication, negotiation and interpersonal skills, with the ability to build client relationships and liaise professionally with lenders, financiers and other stakeholders.

Strong analytical and problem-solving skills; able to prepare accurate loan documentation, coordinate multiple applications and meet deadlines.

Outstanding graduates are encouraged to apply. Comprehensive training and ongoing professional support will be provided to suitable candidates.