Who are we?
LMG is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Proudly family-owned and led, LMG supports businesses operating under their own brand, or the Loan Market brand, and partners with over 70 banks and lenders. The business has grown rapidly, with LMG brokers in both countries helping over 330,000 customers settle over $126 billion worth of loans in FY24.
We're not a conventional company with a lot of rules and hierarchy, and we don't intend to become one. We live our values in everything we do: Compassion for our customers, doing what we say, being curious and thinking openly, going further together, and staying hungry but humble. We're a large company with a start-up attitude. Our success is driven by hiring outstanding people and accepting nothing less than being the best at what we do.
We are proud to be named Australian Financial Review BOSS Best Place to Work - Banking, Superannuation and Financial Services & in ****!
About the role:
The Equipment Finance Broker role will convert referral applications for clients of LMG Asset and its related entities in a rapid, efficient and accurate manner whilst maintaining elite customer service and communication.
Activity:
Service Delivery:
Responding to customer inquiries in a fast and efficient manner
Speaking to customers over the phone to find out their needs and requirements
Reviewing credit applications submitted to us for creditworthiness
Accurately and efficiently assess credit applications we receive and determine: The most appropriate lender suitable to the client's needs and requirements; or The lender selected by the partner is suitable based on the application received
Sell the services of LMG Asset Finance to its clients, including finance and insurance products, within the set regulatory guidelines
Maintain a high standard of professionalism at all times with all clients, lenders, insurers, and colleagues.




Maintain a high standard of customer service at all times and keep partners and clients up to date at every turn
Accessing lender systems to: Submit and/or update applications for credit on behalf of the client, Upload application supporting documents, Check for updates on the approval status of submitted applications, Generate loan contracts, Submit loan contracts for settlement or Check for updates on the status of contracts which have been sent for settlement
Contacting vendors to arrange invoices where required
Provide general advice to clients in relation to insurance products they may qualify for
Generate loan contracts
Achieve required KPI's for individual daily productivity
Any other responsibilities in line with the level of the position as assigned by the Supervisor and/or the Company.
Be proactive in work chats to assist in staff questions and scenarios
Risk:
Ensure all lender and insurer policies and guidelines are followed at all times
Reviewing Anti-money Laundering compliance documents for accuracy and possible fraud, including Certified ID, in line with lender, ASIC, and AML/CTF guidelines
Reviewing vendor invoices for accuracy and compliance
Ensure all work practices are conducted in accordance with all finance compliance requirements
Identify and report instances of non-compliance appropriately.
Understand and maintain compliance with the National Consumer Credit Protection Act at all times
Efficiency:
Check for updates on the status of contracts which have been sent for settlement
Contacting the client and/or partner to provide updates on the settlement process
Accurately input client data into Salesforce and any other system you operate
Maintain a high level of knowledge of products and policies for all lenders and insurers that LMG Asset Finance is accredited
Ensure all work is completed in a fast, efficient, and accurate manner
Maintain a high level of attention to detail in all aspects of the role
Follow all reasonable management directions
Experience:
12+ months experience in commercial or asset finance

📌 Equipment Finance Broker (Adelaide)
🏢 Nameless
📍 Adelaide