Full Time Finance Broker

Business Nest; Saint Kilda Junction; In loco; AUD 85.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Base salary AUD 85k–AUD 90k

Supportive multicultural environment

Career progression opportunities

Descrizione del lavoro

PURELEND is seeking a Finance Broker to join its diverse team of brokers in an experienced Asset Finance Brokerage. You will assist customers from your established network of introducers, referrals and direct inquiries to obtain finance from our extensive panel of lenders, delivering a customer‑centred approach to sales.

You will assess clients’ financial circumstances and lending needs, recommend suitable loan products, manage applications from enquiry to settlement, liaise with lenders and

Competenze

• A minimum Diploma in Finance or a related field
• At least three years of relevant experience

Mansioni

• Meeting with clients to explain loan products and lending options.
• Preparing and reviewing loan applications and documentation for lenders.
• Acting as an intermediary between clients and lenders to facilitate approvals and settlements.
• Monitoring the mortgage process and following up on required items with lenders.
• Providing post‑settlement support and exploring refinancing opportunities.

Formazione

Diploma in Finance

Descrizione del lavoro

Salary $85,000–$90,000 per annum + superannuation

About the Role

Working as a Finance Broker with PURELEND, you will be joining a diverse team of brokers in an experienced Asset Finance Brokerage. In this role, you will be assisting customers from your established network of introducers, referrals & direct customers inquiries, to obtain finance from our extensive panel of lenders. You will have a customer-centric approach to sales, servicing dynamic finance inquiries including property, vehicles, leisure, equipment, personal loans and more.

Duties and Responsibilities

The Finance Broker is responsible for assessing clients’ financial circumstances and lending needs, providing professional mortgage and finance advice, recommending suitable loan products, managing loan applications from enquiry to settlement, liaising with lenders and other stakeholders, and ensuring all services are delivered in compliance with relevant legislation, industry standards, and responsible lending obligations.

What We Offer

• Competitive base salary of $85,000–$90,000 plus superannuation.
• A supportive and multicultural working environment.
• Long-term professional development and career progression opportunities.

The primary duties of this position include, but are not limited to, the following:

• Assessing clients’ financial circumstances, borrowing capacity, and lending objectives to identify suitable finance solutions.
• Determining clients’ mortgage and finance requirements by reviewing their financial information, credit history, and available loan products.
• Researching, comparing, and recommending appropriate home loan and finance products from an approved panel of lenders to meet clients’ individual needs and objectives.

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Key Responsibilities

• Meeting with clients to explain loan products, lending policies, interest rates, repayment options, fees, risks, and the advantages of different finance solutions.
• Preparing and reviewing loan applications and supporting documentation to ensure accuracy, completeness, and compliance with lender and regulatory requirements.
• Acting as an intermediary between clients and lenders throughout the loan application process, liaising with all relevant parties to facilitate timely approval and settlement.
• Monitoring and managing the end-to-end mortgage process, including following up outstanding documentation, responding to lender queries, and keeping clients informed of application progress.
• Preparing finance proposals, loan comparisons, repayment schedules, and other documentation to assist clients in making informed borrowing decisions.
• Maintaining strong relationships with lenders, referral partners, and industry stakeholders to deliver high-quality lending solutions and service outcomes.
• Generating new business through networking, referral partnerships, client referrals, and other business development activities.
• Following up on enquiries and qualified leads, conducting client consultations, and converting opportunities into successful loan settlements.
• Providing ongoing post-settlement support by reviewing clients’ lending needs and identifying opportunities for refinancing or additional finance products as their circumstances change.

Skill & Experience

Skills and Experience Required

A minimum Diploma in Finance or a related field

At least three years of relevant experience