Finance Broker

Greenlink Capital Pty Ltd; Sydney; Sur place; AUD 85 000 - 95 000; Plein temps

Résumé du poste

Greenlink Capital Pty Ltd in Australia is seeking a finance broker to work with borrowers and brokers to arrange commercial finance, assess applications, negotiate terms and manage loans through settlement.

The role focuses on intermediating between borrowers and funding providers, identifying suitable products, and maintaining compliance throughout the process.

Qualifications

• Bachelor degree in finance, commerce, economics or related field, or equivalent lending experience.
• Certificate IV in Finance and Mortgage Broking or Diploma in Finance and Mortgage Broking Management.
• 3+ years of lending or finance broking experience.

Responsabilités

• Interview borrowers and brokers to assess finance needs and exit strategy.
• Analyse borrower financial position using statements and tax returns.
• Review security property, valuations and LVR risk.
• Identify suitable loan products and funders for clients.
• Negotiate loan terms and pricing with funders.
• Prepare submissions and scenario summaries for funders.
• Explain loan terms and fees to borrowers clearly.
• Coordinate documents with solicitors, valuers and funders.
• Maintain CRM records and AML/KYC compliance.
• Maintain relationships with referring brokers and funding partners.

Connaissances

Financial analysis

Excel

CRM experience

Written English

Private lending experience

Formation

Bachelor degree in finance, commerce, economics or related field

Certificate IV in Finance and Mortgage Broking or Diploma in Finance and Mortgage Broking Management

Outils

HubSpot

Description du poste

Salary $85,000.00- $95,000.00 per year plus superannuation

About us

Greenlink Capital is an Australian non-bank private credit lender and capital intermediary. We arrange first and second mortgage finance for commercial and business-purpose borrowers. We place loans with our own investor base and with external funding partners.

The role

You will work with borrowers and their brokers to find and arrange the right finance for each deal. You will assess each application, match it to a suitable funder and product, negotiate terms and manage the loan through to settlement. Acting as an intermediary between borrowers and funding providers, you will arrange commercial finance solutions and negotiate loan terms on behalf of clients.

Duties

• Interview borrowers and referring brokers to understand their finance needs, purpose and exit strategy


• Analyse borrower financial position, including financial statements, tax returns, bank statements, credit reports and serviceability


• Review security property, valuations and title to assess risk and loan to value ratio


• Identify suitable loan products and funders across our investor base and external funding lines


• Negotiate loan terms, pricing and conditions with funders on behalf of borrowers


• Prepare loan submissions, credit papers and scenario summaries for funders and investors


• Explain loan terms, fees and obligations to borrowers clearly


• Coordinate documentation with solicitors, valuers and funders through to settlement


• Keep accurate records in our CRM and meet compliance and AML/KYC requirements


• Maintain relationships with referring brokers and funding partners

Requirements

• Bachelor degree in finance, commerce, economics or a related field, or at least 3 years of relevant experience in lending or finance broking


• Understanding of commercial and private lending, security, LVR and serviceability


• Strong financial analysis skills, including reading financial statements and tax returns


• Clear written English for loan submissions and borrower correspondence


• Good working knowledge of Excel


• Experience with a CRM (HubSpot preferred)


• Experience in non-bank, private credit or commercial lending


• Certificate IV in Finance and Mortgage Broking or Diploma of Finance and Mortgage Broking Management