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 aMortgage and Finance Brokerto 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,



valuable 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 great 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
Solid 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 workplace.
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