If you’re looking for a role where you can bring your strong background in (complex) mortgage lending and launch a long and rewarding career working in a excellent team whilst being led by an elite Head Broker, then this Broker Associate role is for you. Our client is looking for a Broker Associate who will play a vital role in the client(s) lending experience by being responsible for evaluating creditworthiness and assessing risk/borrowing capacity for potential home loan borrowers.

You will analyse financial data, review credit reports, and perform comprehensive risk assessments to make informed decisions about extending credit. You will collaborate with various stakeholders, such as loan officers, underwriters, and clients to gather and analyse relevant information to support credit decision-making. You will also provide recommendations and ensure compliance with regulations.

What you will do

Client analysis and loan structuring

- Review and analyse client financial data provided by the Broker.
- Conduct serviceability calculations and determine borrowing capacity.
- Research lender policies to identify suitable options based on client goals and criteria.
- Assist clients in completing data forms and gathering required documents.
- Prepare loan scenarios, funding positions, and pricing requests.




- Recommend suitable loan structures to brokers based on client needs and credit analysis.

Application packaging and submission

- Prepare complete lender application packs including all compliance and lodgment documentation.
- Order valuations, draft comprehensive lender notes, and ensure accuracy across systems.
- Submit applications via aggregator/lender platforms.
- Address credit queries and exceptions relating to income, servicing, or structure.

Pipeline and stakeholder management

- Proactively manage application progress from submission through to formal approval.
- Communicate with clients, lenders, referral partners, and conveyancers to maintain momentum.
- Monitor deadlines (finance, settlement) and resolve issues that may cause delays.
- Support the broker with inbox management and client communications as needed.

Settlement support, compliance & administration

- Handover approved applications to the settlement team with complete documentation and context.
- Liaise with internal teams to ensure settlement is achieved on time and without error.
- Assist with aggregator audits and ensure compliance with lender and internal policy.
- Perform ad hoc admin tasks & contribute to continuous improvement of lending operations.

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📌 Associate Broker (Banyule City)
🏢 Finsure
📍 Banyule City