Finance Broker - Investments - [Y-204]

Finance Broker - Investments - [Y-204]

3 weeks ago Be among the first 25 applicants

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

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The original job offer can be found in Kit Job:
https://www.kitjobau.com/job/137403196/finance-broker-investments-y-204-new-south-wales/?utm_source=html