Company Description Cred Financial Services (Mortgage Brokers) is a premium finance broking and mortgage advisory firm focused on delivering customized lending solutions that meet each client’s unique needs. The team acts as a trusted portfolio advisor, developing comprehensive plans that support clients through every stage of their lending journey and broader financial goals. With access to over 60 product providers, the firm offers competitive and tailored options across residential, investment, and commercial lending.

Backed by more than a century of collective industry experience, Cred Financial Services provides informed guidance on home loans, refinancing, investment properties, commercial finance, and asset lending. The firm is committed to helping clients save, grow, invest, and protect their financial resources effectively.

Role Description This contract Mortgage Broker role is based in Sydney, NSW, in a hybrid work arrangement that combines time in the office with work-from-home flexibility.

The Mortgage

Broker will consult with clients to assess their financial situation, goals, and risk profile, and recommend appropriate lending products and structures. Day-to-day responsibilities include preparing and submitting loan applications, liaising with lenders and other stakeholders,



and managing the end-to-end loan process from initial inquiry to settlement. The role involves maintaining up-to-date knowledge of lending policies, product offerings, and regulatory requirements, while ensuring compliant, accurate documentation and high-quality client communication.

The Mortgage

Broker will also contribute to business development activities, build referral networks, and support marketing initiatives to grow the client portfolio.

Qualifications

Candidates should possess strong mortgage broking skills, including experience as Mortgage Brokers and in Brokerage.

Candidates should possess finance-focused skills, including Finance expertise and experience in Debt Consolidation solutions.

Candidates should possess client acquisition and promotion skills, including Mortgage Marketing and relationship-building with referral partners.

Relevant qualifications such as Certificate IV in Finance and Mortgage Broking (or equivalent) and compliance with regulatory licensing requirements.

Demonstrated knowledge of residential and investment lending, credit assessment, and lender policies.

Strong analytical, communication, and negotiation skills, with a client-centric and ethical approach.

Experience working in a hybrid setting, with the ability to manage workloads independently and collaboratively.

📌 Mortgage Broker (Sydney)
🏢 CRED Financial Services (Mortgage Brokers)
📍 Sydney