Finance Strategist: Uncapped Earnings in Mortgage Mastery

Infinity Group Finance; Melbourne; Vor Ort; AUD 450.000 - 650.000; Vollzeit

Zusammenfassung

Infinity Group Finance in Melbourne is seeking experienced Finance Strategists (Mortgage Brokers) to join our team. You will work with ready-to-go clients, assess borrowing capacity, and develop lending and investment strategies to deliver strong outcomes across owner-occupied, residential investment and construction lending.

Our brokers operate with existing client demand, dedicated support, and access to substantial lending volumes.

Qualifikationen

• Minimum three years' experience within the Australian mortgage broking or lending industry.
• Diploma of Finance and Mortgage Broking Management with MFAA or FBAA membership.
• ASIC authorised credit representative status and relevant lender accreditations.
• Demonstrated experience operating in a high-volume environment with strong client service and compliance.
• Experience structuring and managing owner-occupied, residential investment and construction lending transactions.

Aufgaben

• 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 financial outcomes.
• Structure owner-occupied, investment and construction loans.
• Manage applications and a high-volume pipeline while keeping clients informed.
• Maintain accurate CRM records and compliant documentation.
• Collaborate with lenders, BDMs and internal teams to achieve strong client outcomes.
• Identify risks or delays early and take ownership of resolving them.
• Attend Masterclass and Real Estate Mastery events as required.
• Weekend work is required at least monthly to attend Masterclass and source clients.

Kenntnisse

Borrowing capacity assessments

Lending strategy development

Wealth creation guidance

Client relationship management

Ausbildung

Diploma of Finance & Mortgage Broking Management

Jobbeschreibung

Infinity Group Finance in Melbourne is seeking experienced Finance Strategists (Mortgage Brokers) to join our team. You will work with ready-to-go clients, assess borrowing capacity, and develop lending and investment strategies to deliver strong outcomes across owner-occupied, residential investment and construction lending.

Our brokers operate with existing client demand, dedicated support, and access to substantial lending volumes.