Lending Specialist [Mortgage Broker]

Sociable Tech Pty Ltd; Melbourne; On-site; AUD 80,000 - 82,000; Full time

Job summary

F1 Financial Services in Australia is seeking a Lending Specialist to assess clients’ finances and tailor loan solutions. You will interview prospective clients, explain terms, risks, and rates, and use in-house software to compare products.

You will independently arrange home loans and related finance through banks and lenders, reviewing products to fit client needs and preparing complete loan documentation.

Qualifications

• Tertiary qualification in Finance or Accounting.
• Minimum 1 year experience as finance broker or similar field.
• Experience working with Australian lenders.

Responsibilities

• Assess clients’ financial status and discuss available financial options.
• Arrange home loans and other finance through banks, lenders, financiers, and insurers.
• Prepare documentation outlining finance conditions, repayment structures, and loan periods.
• Operate as an independent agent in financial negotiations on behalf of clients.

Skills

Financial analysis

Client interviewing

Mortgage brokerage

Education

Tertiary qualification in Finance or Accounting

Tools

In-house lending software

Job description

Job Type: Permanent position | Full time position

Job Description

Visa2land Pty Ltd F1 Mortgage is seeking a dynamic professional to join the team and help clients navigate their financial journey with tailored loan solutions. The role involves assessing clients’ financial circumstances, analysing their needs and objectives, and recommending suitable finance options and loan combinations. It requires interviewing prospective clients to explain loan terms, policy conditions, risks, interest rates, repayment structures and associated benefits, while using in-house lending software to evaluate and compare available financial products.

The position operates independently in negotiating and arranging home loans, mortgages and other finance facilities on behalf of clients through banks, lenders, financiers and insurance companies. Responsibilities also include reviewing lending products to ensure they meet individual client requirements and preparing and coordinating documentation outlining loan conditions, repayment arrangements and finance periods.

Work The above position is open only to applicants who have a current right to work in Australia. Applicants who do not have a current right to work In Australia will unfortunately not be considered and are respectfully asked not to apply.

If you are passionate about helping clients achieve their financial goals and thrive in a dynamic environment, we want to hear from you!

Benefits

Work with a reputable and growing financial solutions provider. Supportive and collaborative team environment. Opportunity for professional growth and career advancement.

Task & responsibilities Analyze clients’ financial status and discuss available financial options to develop effective financial strategies. Operate as an independent agent in financial negotiations, arranging loans on behalf of clients. Use in-house lending software systems Recommend loan combinations that best suit clients' needs and circumstances.

Interview prospective clients to explain policy conditions, risks covered, premium rates, and benefits. Arrange home loan mortgages and other types of finance through banks, lenders, financiers, and insurance companies. Prepare documentation outlining finance conditions, repayment structures, and loan periods.

Review available finance products to ensure they meet clients' unique requirements.

Qualification & experience Tertiary qualification in Finance or Accounting Minimum 1 years experience as finance broker or similar field Experience working with Australian lenders About Company F1 Financial Services is an accredited lending and financial solutions provider specializing in: Home Loans Commercial Loans Development Finance Asset Finance SMSF Loans

Our team of customer-centric experts is dedicated to delivering tailored financial solutions for both individuals and businesses.

Salary: $80000-82000 Job Publish: 23-10-2026 Job Expire: 22-11-2026 Lending Specialist [Mortgage Broker]