Job Description
Rhombus Enterprises is a leading Professional Services provider in Australia's financial services landscape, headquartered in Sydney with a proud national footprint.
n
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.
n
What we offer
n
A Close‐Knit Team Environment: Enjoy a more personal and supportive work atmosphere where team members support each other.
n
Greater Responsibility: Opportunity to take on a variety of tasks and responsibilities, enhancing your skills and experience.
n
Direct Access to Leadership: Flat business structure, allowing for direct communication with the Executive Leadership Team.
n
Flexibility: Adaptable environment and hybrid working to allow a good work‐life balance.
n
About the job
n
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.
n
Key responsibilities
n
n
Client Engagement & Advice
n
n
Client Communication: Managing client enquiries via phone and email, ensuring a timely and professional response.
n
Client Consultations: Leading or shadowing initial client discovery meetings to understand their goals, objectives, and lifestyle needs.
n
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.
n
n
Credit Analysis & Loan Processing
n
n
Credit Assessment: Assessing and analysing credit and borrowing capacity, reviewing documentation,



and aligning clients with suitable lending products.
n
Structuring Loan Proposals: Preparing and presenting lending advice and explaining complex loan structures to clients.
n
Loan Administration: Requesting, collecting, preparing, and uploading documents for loan submissions, alongside completing data entry and administrative tasks for electronic loan lodgement.
n
n
Stakeholder Management & Compliance
n
n
Lender Negotiation: Liaising directly with BDMs and credit assessors to negotiate pricing, request policy exceptions, and advocate for complex client applications.
n
Compliance & Best Practice: Ensuring all loan recommendations and client files strictly adhere to the Best Interests Duty (BID), NCCP requirements, and internal compliance frameworks.
n
Team & Service Excellence: Collaborating effectively within a team to achieve shared goals, while maintaining high service standards with exceptional attention to detail.
n
n
n
What you will bring
n
n
Robust ability to support multiple Mortgage Brokers in achieving success.
n
A proactive, client‐focused approach with a commitment to delivering exceptional service.
n
Outstanding relationship‐building skills, with the ability to manage multiple clients while providing a personalised experience.
n
Excellent communication skills, both verbal and written, with a professional and friendly attitude.
n
Certificate IV in Finance and Mortgage Broking.
n
n
How to apply
n
Submit your CV & cover letter detailing your interest and suitability for the job before COB 5 July ****. Sponsorship is not available for this role; valid Australian working rights are required on application.
n
Job queries contact
n
Ashley Carroll, HR Business Partner
n
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.
#J-*****-Ljbffr

📌 Mortgage Broker Associate (New South Wales)
🏢 Rhombus Advisory
📍 New South Wales