Junior Finance Broker/Lending Strategist

Trustee for the O'Sullivan Family Trust – Double Bay NSW

We are an established Australian mortgage and finance brokerage providing tailored lending solutions across residential, commercial, asset and investment finance. Our business prides itself on delivering strategic lending advice and exceptional customer outcomes through strong lender relationships and industry expertise.

Due to continued growth, we are seeking a motivated Junior Finance Broker / Lending Strategist to join our team. Working under the guidance of experienced Finance Brokers, you will develop the knowledge and practical skills required to build a successful career in finance broking.

About Us

We are an established Australian mortgage and finance brokerage providing tailored lending solutions across residential, commercial, asset and investment finance. Our business prides itself on delivering strategic lending advice and exceptional customer outcomes through strong lender relationships and industry expertise.

Due to continued growth, we are seeking a motivated Junior Finance Broker / Lending Strategist to join our team. Working under the guidance of experienced Finance Brokers, you will develop the knowledge and practical skills required to build a successful career in finance broking.

About the Role

The Junior Finance Broker / Lending Strategist assists in analysing clients' financial circumstances, identifying suitable lending solutions, preparing finance applications, and coordinating the loan approval process with banks and financial institutions.





The role involves progressively developing expertise in finance product research, credit assessment, lending strategy, compliance, and client relationship management while working under appropriate supervision.

Key Responsibilities

- Consult with clients to understand their financial objectives and borrowing requirements.
- Analyse clients' financial position, income, liabilities, assets and borrowing capacity.
- Research and compare lending products across a panel of banks and financial institutions.
- Develop lending strategies appropriate to clients' financial goals.
- Prepare and coordinate residential, commercial and asset finance applications.
- Liaise with lenders, credit assessors, solicitors, conveyancers, valuers and other stakeholders throughout the application process.
- Negotiate with lenders regarding loan structures, pricing and approval outcomes.
- Prepare finance documentation and ensure compliance with lending policies and regulatory requirements.
- Monitor loan applications through to formal approval and settlement.
- Maintain accurate client records and provide ongoing relationship management and post-settlement support.
- Keep current with lending policies,



finance products and regulatory changes.

Skills & Experience

To be successful you will demonstrate:

- Strong analytical and problem-solving abilities.
- Excellent written and verbal communication skills.
- High attention to detail.
- Strong organisational and time management skills.
- Ability to build professional client relationships.
- Commercial awareness and interest in finance and property.
- Ability to interpret financial information and apply lending principles.
- Commitment to providing exceptional customer service.

Qualifications

Essential:

- Bachelor's degree in Business, Commerce, Finance, Accounting or a related discipline; or
- Diploma in Finance and Mortgage Broking

Desirable:

- Previous experience in banking, finance, lending, mortgage processing, customer service or financial services.
- Knowledge of Australian lending practices.
- Experience using CRM systems and Microsoft Office.

What We Offer

- Structured mentoring from experienced Finance Brokers.
- Professional development and ongoing technical training.
- Exposure to residential, commercial, investment and asset finance.
- Career progression towards an independent Finance Broker role.
- Supportive and cooperative team environment.
- Competitive remuneration with performance incentives.

If you are passionate about finance, enjoy building client relationships and are looking to establish a long-term career in the lending industry, we encourage you to apply.

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📌 Junior Finance Broker/Lending Strategist (Woollahra)
🏢 Trustee for the O'Sullivan Family Trust
📍 Woollahra