Are you an experienced mortgage broker who loves solving complex lending scenarios, building trust quickly, and helping clients make confident financial decisions?

Do you enjoy working with warm leads rather than having to generate every opportunity yourself?

Are you the kind of broker who is proactive, responsive, commercially sharp, and serious about writing strong volumes while still maintaining excellent compliance standards?

If so, this could be the role for you.

We are looking for a Mortgage and Finance Broker to join our broking team and help manage, nurture, advise and execute residential lending opportunities generated through the business.

This role is suited to someone who can take a quality lead, understand the client’s goals, analyse their position, prepare the right lending strategy, manage the application process, and see the deal through to settlement.

Please read this ad in full to secure an interview.

What’s in it for you?

This is a strong opportunity for the right broker.

You will receive:

- Access to quality residential lending leads provided by the business
- Support from a broker support team
- The ability to focus on advice, strategy, client outcomes and settlement
- A clear pathway to write meaningful volume
- A team environment with structure, support and accountability
- The chance to build deeper client, referral partner and provider relationships
- A business that values compliance, process and client experience
- The opportunity to work alongside an experienced broking team

The role

Your purpose is to advise clients, analyse their goals and financial position, prepare and present lending solutions, manage applications through to settlement,



and ensure the client experience is handled with care and professionalism.

In this role, you will:

- Undertake credit analysis and simulations for leads in the pipeline
- Understand client goals, needs and financial position
- Find suitable lending solutions
- Prepare applications and advice for lodgement
- Submit applications and manage them from approval to unconditional
- Ensure loans settle
- Manage client communication throughout the process
- Build trust quickly with clients and referral partners
- Maintain accurate, compliant and well-documented files
- Complete weekly scorecards
- Participate in weekly broker meetings and company activities
- Identify reciprocal referral opportunities with referral partners

Exciting opportunities and unique challenges

This is not a role for someone who wants to sit back and wait.

You will be working with warm opportunities, but it will still require urgency, ownership and care.

The opportunity is to take company-generated leads and turn them into strong client outcomes, settled loans, deeper relationships and further referrals.

The challenge is that you will need to combine your lending wizardry with excellent relationship management and strong process discipline.

You will need to be good with people, good with numbers,



good with compliance, and good at following through.

You are

You are:

- Proactive, not reactive
- Highly responsive to leads and clients
- Commercially sharp
- Trustworthy and professional
- Confident working within a team workflow
- Serious about compliance
- Able to create solutions, not just process applications
- Committed to delivering great client outcomes

You have a service-first approach and understand that excellent broking is not just about lodging loans. It is about helping people make good decisions, protecting relationships, and creating confidence through the entire lending process.

What we’re looking for

The ideal candidate will have:

- Minimum 3 years’ mortgage broking experience
- Ideally written or be building toward $60 million+ per annum in settled loans
- Diploma of Finance and Mortgage Broking
- MFAA or FBAA membership
- Strong understanding of NCCP and Best Interests Duty
- Proven ability to convert warm leads into solutions and lodgements
- Proven ability to navigate lender options and find suitable solutions
- Strong client, referral partner and provider relationship skills
- Ability to work within systems, processes and a team workflow
- Aggregation software experience, well regarded

This role is not for you if

This role is not for you if you need to be chased, reminded or managed closely.

It is not for you if you are loose with compliance, slow to respond to clients, or uncomfortable working inside a structured team environment.

It is also not for you if you only want to process loans and do not enjoy building trust,

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📌 Mortgage and Finance Broker (New South Wales)
🏢 Equilibria Finance
📍 New South Wales