Rhombus Enterprises is a leading Professional Services provider in Australia's financial services landscape, headquartered in Sydney with a proud national footprint.

We operate across three key business lines: AFS Licensing, mortgage broking and asset management. Collectively, we support ~500 self‑employed financial advice professionals, provide institutional licensing services to Australia's largest Wealth Management business, and manage over $1b of assets for clients across Australia.

What we offer

A Close‑Knit Team Environment : Enjoy a more personal and supportive work atmosphere where team members support each other.

Greater Responsibility : Chance to take on a variety of tasks and responsibilities, enhancing your skills and experience.

Direct Access to Leadership : Flat business structure, allowing for direct communication with the Executive Leadership Team.

Flexibility : Adaptable environment and hybrid working to allow a good work‑life balance.

About the job

Reporting to the Senior Manager, Strategic & Governance Program, you will undertake a hybrid role combining essential mortgage broker support activities with active mortgage broking duties. This dual focus is structured to accelerate your development and transition into a fully qualified Mortgage Broker.

Key responsibilities

- Client Engagement & Advice
- Client Communication : Managing client enquiries via phone and email, ensuring a timely and professional response.
- Client Consultations : Leading or shadowing initial client discovery meetings to understand their goals, objectives, and lifestyle needs.
- Post‑Settlement Care : Providing administrative support to help engage and retain an existing client base, conducting annual loan reviews, and proactively identifying refinancing or debt‑consolidation opportunities.

- Credit Analysis & Loan Processing

- Credit Assessment : Assessing and analysing credit and borrowing capacity, reviewing documentation,



and aligning clients with suitable lending products.
- Structuring Loan Proposals : Preparing and presenting lending advice and explaining complex loan structures to clients.
- Loan Administration : Requesting, collecting, preparing, and uploading documents for loan submissions, alongside completing data entry and administrative tasks for electronic loan lodgement.

- Stakeholder Management & Compliance

- Lender Negotiation : Liaising directly with BDMs and credit assessors to negotiate pricing, request policy exceptions, and advocate for complex client applications.
- Compliance & Best Practice : Ensuring all loan recommendations and client files strictly adhere to the Best Interests Duty (BID), NCCP requirements, and internal compliance frameworks.
- Team & Service Excellence : Collaborating effectively within a team to achieve shared goals, while maintaining high service standards with exceptional attention to detail.

What you will bring

- Strong ability to support multiple Mortgage Brokers in achieving success.
- A proactive, client‑focused approach with a commitment to delivering exceptional service.
- Outstanding relationship‑building skills, with the ability to manage multiple clients while providing a personalised experience.
- Excellent communication skills, both verbal and written, with a professional and friendly attitude.
- Certificate IV in Finance and Mortgage Broking.

How to apply

Submit your CV & cover letter detailing your interest and suitability for the job before COB 5 July 2026. Sponsorship is not available for this role; valid Australian working rights are required on application.

Job queries contact

Ashley Carroll, HR Business Partner

Rhombus Enterprises is committed to equity diversity and inclusion. Applications from women, people of culturally and linguistically diverse backgrounds, those living with disabilities, members of the LGBTIQ+ community, and people of Aboriginal and Torres Strait Islander descent are encouraged to apply.

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📌 Mortgage Broker Associate (City of Sydney)
🏢 Rhombus Advisory
📍 City of Sydney