Perks & Benefits
Job Description
Position Purpose
To provide tailored lending solutions to clients by assessing their financial position, structuring
suitable loan options, and managing the end-to-end mortgage process from initial consultation through to settlement.
The Mortgage Broker plays a key role in driving business growth, maintaining strong client
relationships, and ensuring high-quality loan submissions with strong approval outcomes.
Team / Department
Sales / Operations
Reports To
Head of Operations / Director / Senior Broker
Direct Reports
Loan Processors / Credit Analysts (if applicable)
Hours of Work and Employment
• Full-time / Part-time / Commission-based (as applicable)• Hybrid flexibility based on performance
Award and Remuneration
• Salary + Commission
• Performance-based incentives
Role Objective
To generate new business, convert leads into settled loans, and deliver exceptional client experience
while ensuring compliance with lending regulations and internal processes.
Culture & Benefits
At Finconnex Financials, we offer:
• High-growth environment
• Strong support team (Credit + Processing)
• Access to multiple lenders and products
• Performance-based incentives
• Career progression opportunities
Diversity & Inclusion
We are committed to creating an inclusive workplace and encourage applications from diverse
backgrounds.
Key Responsibilities
• Generate new leads through referrals, networking, and marketing channels
• Conduct client consultations to understand financial goals and borrowing needs
• Build and maintain long-term client relationships
• Provide ongoing support and retention strategies
• Assess client financial position including income, liabilities, and assets
• Recommend suitable loan products across multiple lenders
• Provide clear loan comparisons and recommendations
• Collect and verify client documentation• Prepare and submit loan applications via lender portals (AOL, etc.)
• Ensure high-quality submissions to reduce lender queries (MIRs)
• Liaise with lenders, BDMs, and credit teams
• Manage applications from submission through to settlement
• Handle lender conditions and additional information requests
• Coordinate with solicitors, valuers, and stakeholders
• Ensure adherence to NCCP and responsible lending obligations
• Conduct accurate fact finds and verify client information
• Maintain compliance documentation and audit trails
• Follow internal policies and regulatory requirements
• Develop relationships with referral partners (agents, accountants, etc.)
• Participate in marketing campaigns and business initiatives
• Contribute to revenue and settlement targets
Qualifications & ExperienceQualifications
• Diploma of Finance and Mortgage Broking Management (preferred)
Skill & Experience
Experience
• Minimum 1–3+ years in mortgage broking / banking / finance
• Experience with residential and investment lending
• Exposure to SMSF lending (preferred)
Technical Skills
• Strong knowledge of Australian lending policies
• Experience with Apply Online, lender portals, and CRM systems
• Understanding of servicing calculators
• Strong documentation and submission skills
Core Competencies
• Strong communication and client management skills
• Sales-driven with target-oriented mindset
• High attention to detail
• Problem-solving and structuring ability
• Time management and ability to handle multiple files
Performance Expectations
• Number of loans settled per month
• Conversion rate from lead to settlement
• Quality of submissions (low MIR rate)
• Client satisfaction and retention
• Revenue and commission targetsSelection Criteria
Applicants must demonstrate:
1. 2. 3. 4. 5. Strong understanding of lending products and policies
Proven ability to generate and convert leads
Excellent communication and relationship-building skills
Knowledge of compliance and responsible lending
Ability to manage end-to-end loan process
Job Location
Finconnex Financial Services
Founded since:
2020
Industry:
Banking & Financial Services, Mortgages
Location:
Suite 23, Level 3 301 Castlereagh St
Jobs:
1 open position
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