19 Jul
St Trinity Property Group
New South Wales
1 month ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Liviti Property is Australia's premier investment advisory, renowned for pairing bespoke property strategies with best-in-market finance solutions. Our Finance Brokers empower investors to secure optimal lending structures and streamline the path to portfolio growth.
The Role
About Liviti
Liviti Property is Australia's premier investment advisory, renowned for pairing bespoke property strategies with best-in-market finance solutions. Our Finance Brokers empower investors to secure optimal lending structures and streamline the path to portfolio growth.
The Role
As a Finance Broker at Liviti,
you'll be the specialist who translates property portfolio plans into tailored lending strategies. Working alongside our Sales and Customer Success teams, you'll source, negotiate, and lodge finance applications ensuring members access competitive rates, efficient approvals, and seamless settlements.
Key Responsibilities
Conduct one-on-one and Zoom consultations to assess members' borrowing capacity, goals, and risk profiles
Research and recommend suitable lenders and loan products
Prepare and submit compliant loan applications, liaising with banks, aggregators, and solicitors to drive timely approvals
Manage the end-to-end finance process: credit assessment, valuation instructions, pre-approval, firm approval, and settlement
Keep members informed at every stage, proactively resolving queries and ensuring a high-touch experience
Maintain accurate records in our CRM, track application pipelines, and follow up on outstanding documentation
Cultivate relationships with lender BDMs, aggregators, and other finance partners to expand product access
About You
Minimum of 2 years' experience as a Finance Broker or Mortgage Specialist, ideally focused on property investment lending
Deep understanding of lender policies, serviceability calculators, and debt-to-income ratios
Strong negotiation skills with a track record of achieving competitive lending outcomes
Exceptional verbal and written communication, able to simplify complex finance concepts for clients
Highly organised, with the ability to manage multiple applications and deadlines simultaneously
Tech-savvy: proficient with CRM platforms
What We Offer
Market-leading commission on settled loans
Daily stream of qualified finance leads focus on advisory, not prospecting
Fast-track progression into senior broking or leadership roles for high performers
Direct mentorship from Liviti's senior investment and finance specialists
Collaborative,
customer-centric culture with social events and ongoing training
Performance Metrics
Settlements: Minimum of 4 funded loans per month
Pipeline Management: 100% CRM application tracking and follow-up within 24 hours
Approval Rate: Maintain = 85% conditional approval to settlement ratio
Client Satisfaction: Achieve = 90% positive feedback via post-settlement surveys
Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance Referrals increase your chances of interviewing at St Trinity Property Group by 2x
Get notified about new Finance Broker jobs in North Strathfield, New South Wales, Australia .
Rooty Hill, New South Wales, Australia 4 weeks ago
North Strathfield, New South Wales, Australia 1 month ago
Liverpool, New South Wales, Australia 1 month ago
Granville,
New South Wales, Australia 4 weeks ago
Bankstown, New South Wales, Australia 1 month ago
Parramatta, New South Wales, Australia 1 month ago
Baulkham Hills, New South Wales, Australia 1 month ago
Fairfield, New South Wales, Australia 1 month ago
Wetherill Park, New South Wales, Australia 1 month ago
Blacktown, New South Wales, Australia 1 month ago
Doonside, New South Wales, Australia 4 weeks ago
Penrith, New South Wales, Australia 1 month ago
Campbelltown, New South Wales, Australia 1 month ago
Strathfield, New South Wales, Australia 3 days ago
Castle Hill, New South Wales, Australia 1 month ago
Asset Management, Australia and New Zealand Institutional Client Advisor, Vice President North Strathfield, New South Wales, Australia 4 days ago
Sydney, New South Wales,
Australia A$80,000.00-A$140,000.00 3 days ago
Sydney, New South Wales, Australia A$135,000.00-A$175,000.00 3 weeks ago
Sydney, New South Wales, Australia 4 weeks ago
Sydney, New South Wales, Australia 4 days ago
Sydney, New South Wales, Australia 2 weeks ago
Director - Debt and Capital Advisory - Sydney or Melbourne Sydney, New South Wales, Australia 3 days ago
Asset Finance Broker - Self Employed / Commission only Baulkham Hills, New South Wales, Australia 2 weeks ago
Sydney, New South Wales, Australia $75,000.00-$90,000.00 3 weeks ago
Sydney, New South Wales, Australia 23 hours ago
Sydney, New South Wales, Australia 2 weeks ago
Head of Commercial & Development Lending Sydney, New South Wales, Australia 3 days ago
Sydney, New South Wales, Australia 4 weeks ago
Sydney, New South Wales, Australia 1 month ago
Sydney, New South Wales,
Australia 3 weeks ago
Senior Analyst/Associate - Debt Advisory - Independent Capital Advisory Firm Sydney, New South Wales, Australia 2 weeks ago
Deals - Transaction Services, Associate Director/Manager Sydney, New South Wales, Australia 2 weeks ago
We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.