Finance Broker: Grow Your Client Portfolio & Lending Skills

BlueRock; City of Melbourne; On-site; AUD 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Melbourne is looking for a proactive finance professional to join their team. The role involves managing client portfolios, overseeing residential and commercial lending processes, and collaborating with internal teams to develop relationships. Ideal candidates will have at least 2 years in a similar broker role and a Certificate IV in Mortgage Broking. This opportunity offers a flexible, empowering workplace with plenty of growth potential.

Benefits

Work-life integration

BlueRock public holidays

Free weekly lunches

Social events

24/7 wellbeing support

Mentoring and coaching

Opportunities for growth

Inclusive workplace culture

Qualifications

• Have at least 2 years experience in a similar Broker role.
• Prior Business Banking experience is beneficial.
• Passionate about property, people, and finance.
• Thrive in a fast-paced environment.

Responsibilities

• Maintain and grow a client portfolio.
• Manage the lending application process from enquiry to settlement.
• Maintain organization through CRM platforms.
• Present lending strategies to clients.
• Nurture a network of internal and external contacts.
• Understand relevant Regulatory and Compliance legislation.

Skills

Sales Experience

B2B Sales

Business Management

Negotiation

Education

Certificate IV in Mortgage Broking

Job description

A leading financial services firm in Melbourne is looking for a proactive finance professional to join their team. The role involves managing client portfolios, overseeing residential and commercial lending processes, and collaborating with internal teams to develop relationships. Ideal candidates will have at least 2 years in a similar broker role and a Certificate IV in Mortgage Broking. This opportunity offers a flexible, empowering workplace with plenty of growth potential.