Finconnex Financial Services – Haymarket NSW

To provide tailored lending solutions to clients by assessing their financial position, structuring

suitable loan options, and managing the end-to-end mortgage process from initial consultation through to settlement.

The Mortgage Broker plays a key role in driving business growth, maintaining strong client

relationships, and ensuring high-quality loan submissions with strong approval outcomes.

Team / Department

Reports To

Head of Operations / Director / Senior Broker

Direct Reports

Loan Processors / Credit Analysts (if applicable)

Hours of Work and Employment

- Full-time / Part-time / Commission-based (as applicable)
- Hybrid flexibility based on performance

Award and Remuneration

Salary + Commission

Performance-based incentives

Role Objective

To generate new business, convert leads into settled loans, and deliver exceptional client experience

while ensuring compliance with lending regulations and internal processes.

At Finconnex Financials, we offer:

Strong support team (Credit + Processing)

Access to multiple lenders and products

Performance-based incentives

Career progression opportunities

Diversity & Inclusion

We are committed to creating an inclusive workplace and encourage applications from diverse

backgrounds.

Key Responsibilities

Generate new leads through referrals, networking, and marketing channels

Conduct client consultations to understand financial goals and borrowing needs

Build and maintain long-term client relationships

Provide ongoing support and retention strategies

Assess client financial position including income, liabilities, and assets

Recommend suitable loan products across multiple lenders

Provide clear loan comparisons and recommendations

- Collect and verify client documentation
- Prepare and submit loan applications via lender portals (AOL, etc.)

Ensure high-quality submissions to reduce lender queries (MIRs)

Liaise with lenders, BDMs, and credit teams





Manage applications from submission through to settlement

Handle lender conditions and additional information requests

Coordinate with solicitors, valuers, and stakeholders

Ensure adherence to NCCP and responsible lending obligations

Conduct accurate fact finds and verify client information

Maintain compliance documentation and audit trails

Follow internal policies and regulatory requirements

Develop relationships with referral partners (agents, accountants, etc.)

Participate in marketing campaigns and business initiatives

Contribute to revenue and settlement targets

Qualifications & Experience Qualifications

Diploma of Finance and Mortgage Broking Management (preferred)

Experience

Minimum 1–3+ years in mortgage broking / banking / finance

Experience with residential and investment lending

Technical Skills

Strong knowledge of Australian lending policies

Experience with Apply Online, lender portals, and CRM systems

Understanding of servicing calculators

Robust documentation and submission skills

Core Competencies

Strong communication and client management skills

Sales-driven with target-oriented mindset

High attention to detail

Problem-solving and structuring ability

Time management and ability to handle multiple files

Performance Expectations

Number of loans settled per month

Conversion rate from lead to settlement

Quality of submissions (low MIR rate)

Client satisfaction and retention

Revenue and commission targetsRevenue and commission targetsSelection Criteria

Applicants must demonstrate:

1. 2. 3. 4. 5. Strong understanding of lending products and policies

Proven ability to generate and convert leads

Excellent communication and relationship-building skills

Knowledge of compliance and responsible lending

Ability to manage end-to-end loan process

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📌 Mortgage Broker (Sydney)
🏢 Finconnex Financial Services
📍 Sydney