Mortgage Broker

Halidon Hill Finance; City of Melbourne; On-site; AUD 70,000 - 100,000; Full time

Job summary

Halidon Hill Finance is seeking a Mortgage Broking professional to manage residential and commercial loan applications from enquiry to settlement. You will work from our St Kilda Road office, interfacing with clients, lenders and accountants.

The role requires 1–3 years in mortgage lending, a Certificate IV in Finance & Mortgage Broking, and a proactive, detail-oriented mindset. You will use AI-enhanced processes to support a growing broker team.

Qualifications

• 1–3 years mortgage broker or client-fronting lending experience.
• Certificate IV in Finance & Mortgage Broking is mandatory.
• Experience in home or commercial loan lending.
• Strong attention to detail and ability to manage multiple transactions.
• Proficiency with Microsoft Office; familiarity with CRM platforms is a plus.
• Willingness to embrace AI in daily operations.

Responsibilities

• Manage client finance applications end-to-end from enquiry through to settlement.
• Maintain accurate records in CRM and financier portals ensuring lender compliance.
• Build and maintain relationships with clients, financiers, referral sources and accountants.
• Apply fintech knowledge to structure transactions with the broker team for optimal outcomes.
• Contribute to process improvements as the team grows.

Skills

Client-facing

Attention to detail

Communication skills

MS Office

CRM platforms

AI readiness

Education

Certificate IV in Finance & Mortgage Broking

Tools

CRM portals

Job description

Halidon Hill Finance is an exciting and dynamic place to work - and a genuine launchpad for your career. You'll get more breadth, more client exposure, and far more opportunity to learn and grow than a typical institutional or broker role can offer.

Our team is small but industry leading. You’ll be working shoulder-to-shoulder with some of the best commercial finance brokers in the country. We actively invest in the development of every team member, and your role will grow as quickly as you do.

About Halidon Hill Finance

Halidon Hill Finance is one of Australia’s leading commercial finance broking firms. We partner with more than 40 financiers to deliver tailored solutions across Asset Finance, Commercial Property Finance and Working Capital - serving businesses of all sizes, nationwide. We continue to grow, and we’re looking for sharp, commercially-minded people to grow with us.

We are now adding Mortgage Broking capabilities to complement our market-leading commercial finance offering to our customers.

We are looking for the right person to help us build our residential mortgage and commercial property portfolio.

What You’ll Do

Manage client finance applications end-to-end, including handling the initial enquiry, information gathering, documentation, lender submissions, and settlement coordination.

Maintain accurate records across our CRM and financier portals, ensuring compliance with lender requirements at every stage.

Help build and maintain strong relationships with clients, financiers, referral sources and accountants.

Apply your finance knowledge to help structure transactions and work with our broker team to deliver the best outcomes for clients.

Contribute to process improvement as the team continues to grow.

About You

You bring at least 1-3 years of experience in a mortgage broker role or direct client-fronting lending role and you’re ready for a role with more breadth, more client exposure, and more opportunity to learn. You’ll also have:

Experience in home or commercial loan lending.

A good understanding of compliance in consumer and commercial finance.

Strong attention to detail and a track record of managing multiple transactions or priorities.

Confident communication skills and the ability to manage relationships across clients, lenders, and internal stakeholders.

Proficiency in Microsoft Office; experience with CRM platforms or financier portals is a plus.

A willingness to embrace AI. We’ve incorporated AI into every part of the business and need the right people to help us continue the journey.

A proactive, solutions-oriented mindset.

Certificate IV in Finance & Mortgage Broking (mandatory).

Work Arrangements

This role is predominantly office-based in our St Kilda Road office for the first year. The reason is simple: it’s the fastest way to learn. You’ll get maximum exposure to the team you’ll learn from, and the day-to-day rhythm of live deals.

High performers can deepen their expertise in all areas of finance broking. We provide structured support and genuine investment in your development.

Requirements

Australian citizenship or permanent residency (full work rights required).

Police Check to be completed prior to commencement.

Base plus incentive plus Super, based on experience.