Mortgage Broker

ES Finance; Canberra; On-site; AUD 90,000 - 140,000; Full time

Job summary

ES Finance is hiring a Mortgage Broker in Canberra. You will meet clients to assess needs, explain lending options, and propose tailored mortgage solutions. You’ll gather documents, prepare loan applications, and coordinate with lenders to settlement.

You will also support refinancing, debt consolidation, and maintain compliance records while growing local referral networks and contributing to a professional client-focused office environment.

Qualifications

• Strong mortgage brokerage experience and a record of success in advisory roles.
• Solid knowledge of lending policies and loan structuring.
• Experience with debt consolidation, refinancing strategies and cash flow.
• Ability to build referral networks and market locally.
• Excellent communication, interpersonal and client-relations skills.
• Excellent attention to detail and ability to manage multiple deadlines.
• Comfort working on-site in Canberra and maintaining confidentiality.

Responsibilities

• Meet with clients to assess financial needs and explain lending products.
• Recommend mortgage and finance solutions tailored to client goals.
• Gather, verify and organise documentation for loan applications.
• Liaise with lenders and track applications through to settlement.
• Follow up with existing clients and assist with refinancing.
• Maintain regulatory records and support office processes.
• Contribute to local marketing initiatives and referral networks.

Skills

Mortgage brokerage experience

Loan structuring

Credit policy knowledge

Debt consolidation

Referral network development

Client communication

Attention to detail

On-site Canberra

Education

Finance/business degree; mortgage broking accreditation

Job description

Company Description

ES Finance provides tailored finance solutions for home buyers, property investors, and businesses seeking strategic lending options. The company focuses on understanding individual client goals to structure mortgages and finance packages that support long-term financial wellbeing. ES Finance combines market expertise with a client-first approach to deliver clear, accessible guidance through complex lending processes. Team members collaborate closely with clients and lenders to ensure smooth transactions and positive outcomes. The firm values integrity, transparency, and personalized service across all interactions.

Role Description

The Mortgage Broker role at ES Finance is a full-time, on-site position based in Canberra. The role involves meeting with clients to assess their financial needs, explaining available lending products, and recommending appropriate mortgage and finance solutions. Daily responsibilities include gathering and verifying documentation, preparing loan applications, liaising with lenders, and tracking applications through to settlement. The Mortgage Broker will also follow up with existing clients, assist with refinancing and debt consolidation, and maintain accurate records in line with regulatory requirements. The role includes contributing to local marketing initiatives, building referral networks, and supporting a professional, client-focused office environment.

Qualifications

• Strong knowledge of mortgage brokerage and experience working as a Mortgage Broker or in a similar lending advisory role


• Skills in brokerage operations and finance, including loan structuring, cash flow analysis, and understanding of credit policies


• Experience with debt consolidation solutions and refinancing strategies to support client financial goals


• Ability to support mortgage marketing activities, such as client outreach, relationship building with referral partners, and local market promotion


• Relevant qualifications in finance, business, or a related field; mortgage broking accreditation and compliance with local licensing requirements


• Excellent communication and interpersonal skills, with the ability to explain complex information clearly and build trust with diverse clients


• Strong attention to detail, organizational skills, and the ability to manage multiple applications and deadlines


• Comfort working on-site in Canberra, collaborating with team members and maintaining professional standards of conduct and confidentiality