Mortgage Broker Assistant / Para Broker - Graduate Role

The Mortgage Broker Assistant / Para Broker works alongside an experienced broker, supporting clients through every stage of their finance journey. This role provides exposure to all aspects of lending from credit analysis through to settlement while building the skills and knowledge needed to progress into a Mortgage Broker role.

Key responsibilities
Respond to client needs throughout the loan process and provide timely and accurate updates to clients and brokers
Review loan scenarios and conduct credit analysis
Collect, verify, and manage supporting client documentation
Prepare and package applications with detailed commentary
Submit applications via aggregator systems and monitor progress
Liaise with lenders, solicitors, conveyancers, accountants, and other stakeholders
Manage valuations, conditions of approval, and document execution
Oversee the full settlement process, ensuring timely completion
Provide post-settlement support, including loan amendments and client queries
Maintain accurate and compliant records in CRM/aggregator systems

About you
Degree in Finance, Commerce, Business,



or related discipline (preferred)
Certificate IV in Finance and Mortgage Broking (desirable – or willingness to complete)
Diploma of Finance and Mortgage Broking Management (advantageous – or working toward)
Current Driver's Licence (preferred)
Robust analytical and problem-solving ability
Ability to review financial data and credit scenarios
Proficiency with Microsoft Office; exposure to aggregator/CRM systems (advantageous)
Robust written and verbal communication skills
Attention to detail and ability to manage multiple tasks
Qualified, approachable, and client-first mindset with proactive and team-oriented approach

About us

Bayland Finance is a multi-award-winning mortgage and finance brokerage based on the Mornington Peninsula. With over a decade of success, our experienced brokers specialise in residential, commercial, business, asset, and SMSF lending. Led by David Fraser, a Chartered Accountant and Senior Mortgage Broker, we take pride in delivering qualified, personable, and trusted client outcomes.
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📌 Mortgage Broker Assistant / Para Broker Graduate Role Mornington
🏢 Bayland Finance
📍 Mornington