12 Sep
|
Finconnex Financial Services
|
Sydney
12 Sep
Finconnex Financial Services
Sydney
Company Description
Finconnex Financial Services is a mortgage broking firm dedicated to supporting individuals at every stage of their financial journey. The company focuses on providing personalized service and building long-term client relationships by making the finance process more efficient through the use of modern technology. Finconnex aims to be recognized across Australia as a trusted and reliable provider of mortgage solutions. The firm's vision is driven by a commitment to educate, empower, and encourage people to take meaningful steps toward a better financial future.
Role Description
The Commercial Mortgage Broker will work full time on-site in the Greater Sydney Area, supporting commercial clients with tailored lending solutions. Day-to-day responsibilities include meeting with business clients to understand their financing needs, assessing financial information and creditworthiness, and researching suitable commercial loan products across multiple lenders. The role involves preparing and submitting loan applications, negotiating terms with lenders, and guiding clients through the approval and settlement process. The Commercial Mortgage Broker will also maintain ongoing client relationships, provide regular updates, ensure compliance with relevant regulations and company policies,
and contribute to business development through networking and referral management.
Qualifications
Solid knowledge of commercial lending, mortgage products, and the Australian financial services landscape, including regulatory and compliance requirements.
Proficiency in financial analysis, including interpreting financial statements, cash flow, and serviceability assessments for commercial clients.
Effective client relationship skills, with the ability to communicate complex financial concepts clearly and build long-term partnerships.
Solid organizational and time-management abilities to handle multiple loan applications, deadlines, and stakeholder expectations.
Comfort with digital tools and mortgage broking platforms, and openness to using new technology to streamline processes.
Relevant accreditation or registration (e.g., Certificate IV in Finance and Mortgage Broking or equivalent, membership with an industry association) or willingness to obtain these credentials.
Previous experience in mortgage broking, commercial banking, or a related financial services role is highly beneficial.
Demonstrated ethical judgment, attention to detail, and commitment to delivering client-focused, compliant financial solutions.
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📌 Commercial Mortgage Broker (Sydney)
🏢 Finconnex Financial Services
📍 Sydney