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 Strong documentation and submission skills Core Competencies

Robust 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 Be careful - Don’t provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad .

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