About the Role

Acclime is seeking an ambitious and relationship-focused Finance Broker to join our growing Debt Advisory service line.

In this role, you will act as a trusted adviser, building long-term client relationships and deliver tailored finance solutions to support our clients with their personal and business goals. Your client portfolio will span from first-home buyers and experienced investors through to SMEs, high-net-worth individuals, property developers and established businesses across industries such as professional services, healthcare, manufacturing, construction, real estate and agribusiness.

Whether you’re an established broker looking for a stronger platform or an experienced banker wanting to transition into broking, this is an opportunity to accelerate your career with a business committed to long-term growth.

Key Responsibilities

Client Advisory & Relationship Management

- Build trusted long-term relationships with new and existing clients.
- Conduct comprehensive fact-finds to understand clients’ financial objectives and lending requirements.
- Provide strategic lending advice tailored to each client’s personal and commercial circumstances.
- Deliver exceptional customer service throughout every stage of the lending journey.
- Become a trusted adviser for clients’ ongoing finance needs.

Lending & Credit Solutions
- Structure and arrange residential, commercial and business lending facilities.
- Analyse financial statements, cash flow and supporting documentation to assess borrowing capacity.
- Prepare high-quality credit submissions and finance proposals.
- Present funding recommendations clearly and professionally.
- Manage complex lending scenarios across multiple lenders and funding sources.




- Coordinate settlements and oversee the end-to-end application process.

Lender & Stakeholder Management
- Develop strong relationships with banks, non-bank lenders and private funders.
- Negotiate competitive lending outcomes on behalf of clients.
- Liaise with accountants, solicitors, financial advisers, buyers’ agents and other referral partners.
- Maintain a strong understanding of lender policy, credit appetite and market trends.

Business Development

- Generate new business opportunities through referrals, networking and strategic partnerships.
- Develop referral relationships with accountants, solicitors, real estate professionals and other trusted advisers.
- Represent Acclime at networking events and industry functions.
- Identify opportunities to expand existing client relationships through additional finance solutions.

Compliance & Professional Standards
- Ensure all recommendations comply with responsible lending obligations and industry regulations.
- Maintain accurate client records and documentation.
- Adhere to compliance requirements, lender policies and internal quality standards.
- Participate in ongoing professional development to maintain industry knowledge and accreditation.

About You

You’ll bring

- Previous experience in commercial banking, business banking, relationship management,



mortgage broking or commercial finance.
- Strong knowledge of residential and/or commercial lending products.
- Excellent communication and relationship-building skills.
- A consultative, solutions-focused approach.
- Strong analytical and credit assessment capability.
- High attention to detail and exceptional organisational skills.
- The ability to manage multiple transactions simultaneously.
- A proactive attitude with a genuine desire to grow your client base.
- Professional presentation and strong commercial acumen.

Qualifications

Essential

- Experience in commercial or residential finance, banking or mortgage broking.

Highly Desirable

- Certificate IV in Finance and Mortgage Broking (FNS40821).
- Diploma of Finance and Mortgage Broking Management (FNS50622).
- Established referral network.

Why join Acclime?

Following a recent acquisition, this is a unique and exciting opportunity to be part of a growing Debt Advisory team. We offer:

- Access to a strong pipeline of commercial and residential opportunities.
- The backing of Acclime and its extensive professional services network.
- Comprehensive lender panel and funding solutions.
- Ongoing mentoring and career development.
- Modern CRM and technology platforms.
- Marketing and business development support.
- Career progression opportunities.
- Collaborative, high-performing team culture.
- Competitive remuneration with uncapped earning potential.

If you’re looking to grow your career within a business entering an exciting new chapter, where trusted advice, collaboration and excellence remain at the forefront of what we do, we’d love to hear from you.

📌 Finance Broker - Commercial & Residential Lending (Sydney)
🏢 Acclime
📍 Sydney