Finance Strategist (Mortgage) - High-Volume, Uncapped Pay

Infinity Group Coaching; Sydney; In loco; AUD 250.000 - 380.000; Tempo pieno

Vantaggi offerti da questo lavoro

Dedicated Broker Support

Masterclass events

Real Estate Mastery events

Descrizione del lavoro

Infinity Group Coaching in Norwest, NSW, seeks an experienced Finance Strategist (Mortgage Broker) to join our high-demand team. You will assess borrowing capacity, develop lending/ investment strategies, and deliver outcomes across owner-occupied, investment and construction loans.

Expect significant client flow and no self-generation. This is not a transactional role; you will work with ready-to-go clients, supported by a Broker Support team and connected to Masterclass and Real Estate Mastery

Competenze

• Minimum three years' experience in the Australian mortgage broking or lending industry.
• Diploma in Finance and Mortgage Broking Management with MFAA or FBAA membership and ASIC authorised credit representative status.
• Experience operating as a mortgage broker in a high-volume environment with strong client service and compliance.

Mansioni

• 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 to support debt reduction, wealth creation and long-term goals.
• Structure owner-occupied, residential investment and construction loans.
• Manage high-volume pipeline and keep clients informed throughout the process.
• Maintain accurate CRM records and compliant file notes.
• Collaborate with lenders, BDMs and internal teams to achieve strong client outcomes.
• Identify risks or delays early and take ownership of resolution.
• Connect clients with Infinity’s broader services where appropriate.
• Attend Masterclass and Real Estate Mastery events; occasional weekend work as required.

Conoscenze

Mortgage broking experience

High-volume environment

Client service

Compliance attention to detail

Borrowing capacity assessment

Formazione

Diploma of Finance and Mortgage Broking Management

MFAA or FBAA membership

ASIC authorised credit representative status

Lender accreditations

Strumenti

CRM software

Descrizione del lavoro

Infinity Group Coaching in Norwest, NSW, seeks an experienced Finance Strategist (Mortgage Broker) to join our high-demand team. You will assess borrowing capacity, develop lending/ investment strategies, and deliver outcomes across owner-occupied, investment and construction loans.

Expect significant client flow and no self-generation. This is not a transactional role; you will work with ready-to-go clients, supported by a Broker Support team and connected to Masterclass and Real Estate Mastery