Finance Broker: Loans & Client Growth

Rashi Joshi; South Australia; Vor Ort; AUD 70.000 - 95.000; Vollzeit

Zusammenfassung

Al Rizq Finance is seeking an experienced Finance Broker to join our growing team. The successful candidate will assist clients with loan applications across lenders, support loan structuring, and help build lasting client and referral relationships in a full-time, office-based role.

Reporting to the Senior Broker/Director, you will interview clients, process loans, ensure NCCP compliance, and maintain records.

Qualifikationen

• Certificate IV in Finance and Mortgage Broking is essential.
• Diploma in Finance and Mortgage Broking held, or willingness to obtain one.
• 1–2 years' experience as a Finance Broker across multiple lender types, including third-tier lenders.
• Strong analytical, communication, and client relationship management skills.
• Proficiency with SalesTrekker, ApplyOnline, Simpology, and Quickli; high computer literacy.
• Ability to multitask and work collaboratively within a team and regulatory compliance framework.
• MFAA/FBAA membership held or able to be obtained.

Aufgaben

• Assist with client interviews to determine financial position, objectives, and borrowing needs
• Support research, comparison, and processing of loan applications across major, third-tier, and specialist lenders
• Liaise with lenders and clients, and help ensure compliance with NCCP Act and other regulatory requirements
• Maintain accurate client records and follow up on application progress
• Help build and maintain long-term client relationships and connections with referral partners

Kenntnisse

Analytical skills

Communication skills

Client relationship management

Attention to detail

Multitasking

Team collaboration

Ausbildung

Certificate IV in Finance and Mortgage Broking

Diploma in Finance and Mortgage Broking

Tools

SalesTrekker

ApplyOnline

Simpology

Quickli

Jobbeschreibung

Al Rizq Finance is seeking an experienced Finance Broker to join our growing team. The successful candidate will assist clients with loan applications across lenders, support loan structuring, and help build lasting client and referral relationships in a full-time, office-based role.

Reporting to the Senior Broker/Director, you will interview clients, process loans, ensure NCCP compliance, and maintain records.