Finance Strategist: High-Volume Mortgage Expert

Infinity Group Coaching; Southport; Hybrid; AUD 450,000 - 550,000; Full time

Benefits offered by this job

WFH after probation

No client self-generation

Job summary

Infinity Group Coaching is seeking experienced Finance Strategists (Mortgage Brokers) to join a growing team in Southport, QLD. You’ll assess borrowing capacity, develop lending strategies and deliver outcomes across owner-occupied, residential investment, and construction loans.

You will work with ready-to-go clients, supported by a dedicated Broker Support and close collaboration with Property and Client Success teams. Occasional weekend work and Masterclass events are part of the role.

Qualifications

• Minimum three years' experience within the Australian mortgage broking or lending industry.
• Diploma of Finance and Mortgage Broking Management, together with MFAA or FBAA membership, ASIC authorised credit representative status and relevant lender accreditations.
• Demonstrated experience operating as a mortgage broker within a high-volume environment while maintaining excellent client service, compliance and attention to detail.
• Strong technical capability across borrowing capacity assessment, lender policy interpretation, loan structuring and credit strategy.
• Proven experience developing lending strategies that support debt reduction, wealth creation and long-term financial outcomes for clients.
• Experience structuring and managing owner-occupied, residential investment and construction lending transactions from initial strategy through to settlement.

Responsibilities

• Guide allocated clients through the finance journey from strategy to settlement and beyond.
• Complete borrowing capacity assessments and develop tailored lending strategies.
• Write lending strategies designed to support debt reduction, wealth creation and clients’ long-term financial goals.
• Structure owner-occupied home loans, residential investment property loans and construction loans.
• Manage applications and a high-volume pipeline efficiently, keeping clients informed throughout.
• Maintain accurate CRM records, documentation, compliant file notes and supporting evidence.
• Work closely with lenders, BDMs and internal teams to achieve strong client outcomes.
• Identify risks or delays early and take ownership of resolving them; connect clients with Infinity’s broader services.
• Attend Masterclass and Real Estate Mastery events as required.
• Weekend work will be required a minimum of once per month (Saturday and Sunday).

Skills

Mortgage broking

Client service

Compliance

Lender policy interpretation

Education

Diploma of Finance & Mortgage Broking Management

MFAA or FBAA membership

ASIC authorised credit representative status

Lender accreditations

Job description

Infinity Group Coaching is seeking experienced Finance Strategists (Mortgage Brokers) to join a growing team in Southport, QLD. You’ll assess borrowing capacity, develop lending strategies and deliver outcomes across owner-occupied, residential investment, and construction loans.

You will work with ready-to-go clients, supported by a dedicated Broker Support and close collaboration with Property and Client Success teams. Occasional weekend work and Masterclass events are part of the role.