(DPO502) - Finance Broker - Investments

(DPO502) - Finance Broker - Investments

18 Jul
|
Tideri Jobbörse
|
New South Wales

18 Jul

Tideri Jobbörse

New South Wales

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 RoleAs 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 levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinanceReferrals 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.
Auburn, New South Wales, Australia 1 day ago
Guildford, New South Wales, Australia 1 day ago
Smithfield, New South Wales, Australia 1 day ago
Rouse Hill, New South Wales, Australia 1 day ago
Mount Druitt, New South Wales, Australia 1 day ago
Granville,



New South Wales, Australia 3 weeks ago
St Marys, New South Wales, Australia 1 day ago
Bankstown, New South Wales, Australia 3 weeks ago
Windsor, New South Wales, Australia 1 day ago
Narellan, New South Wales, Australia 1 day ago
Fairfield, New South Wales, Australia 3 weeks ago
North Strathfield, New South Wales, Australia 3 weeks ago
Blacktown, New South Wales, Australia 3 weeks ago
Baulkham Hills, New South Wales, Australia 3 weeks ago
Camden, New South Wales, Australia 1 day ago
Castle Hill, New South Wales, Australia 3 weeks ago
Wetherill Park, New South Wales, Australia 3 weeks ago
Parramatta, New South Wales, Australia 3 weeks ago
Campbelltown, New South Wales, Australia 3 weeks ago
Penrith, New South Wales, Australia 3 weeks ago
Rooty Hill, New South Wales, Australia 3 weeks ago
Liverpool,



New South Wales, Australia 3 weeks ago
Graduate Finance Broker (Mandarin Speaker) @ Valiant FinanceSurry Hills, New South Wales, Australia 1 month ago
Sydney, New South Wales, Australia 1 hour ago
Head of Commercial Broker - Flint DirectorSydney, New South Wales, Australia 4 weeks ago
North Strathfield, New South Wales, Australia 3 weeks ago
Asset Finance Broker – Broker Channel (Full-time & PAYG)Chatswood, New South Wales, Australia 2 days ago
Global Advisory & Markets, Corporate Advisory, ECM, Associate, SydneySydney, New South Wales, Australia 2 weeks ago
Prime Brokerage Specialists - Looking for a team of 2Sydney, New South Wales, Australia 2 days ago
Sydney, New South Wales, Australia 1 day ago
Sydney, New South Wales, Australia 1 day ago
Sydney, New South Wales, Australia 3 weeks ago
Sydney, New South Wales,



Australia A$80,000.00-A$140,000.00 1 month ago
Sydney, New South Wales, Australia 6 days ago
Sydney, New South Wales, Australia 2 months 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

The original job offer can be found in Kit Job:
https://www.kitjobau.com/job/137626199/dpo502-finance-broker-investments-new-south-wales/?utm_source=html

Subscribe to this job alert:
Enter Your E-mail address to receive the latest job offers for: (dpo502) - finance broker - investments

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:
Enter Your E-mail address to receive the latest job offers for: (dpo502) - finance broker - investments