Job Description

Finconnex Financial Services – Haymarket NSW

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

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

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

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

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Team / Department

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Reports To

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Head of Operations / Director / Senior Broker

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Direct Reports

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Loan Processors / Credit Analysts (if applicable)

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Hours of Work and Employment

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

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Salary + Commission

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Performance-based incentives

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Role Objective

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

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while ensuring compliance with lending regulations and internal processes.

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At Finconnex Financials, we offer:

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Strong support team (Credit + Processing)

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Access to multiple lenders and products

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Performance-based incentives

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Career progression opportunities

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Diversity & Inclusion

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

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backgrounds.

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Key Responsibilities

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Generate new leads through referrals, networking, and marketing channels

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Conduct client consultations to understand financial goals and borrowing needs

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Build and maintain long-term client relationships

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Provide ongoing support and retention strategies

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Assess client financial position including income, liabilities, and assets

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Recommend suitable loan products across multiple lenders

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Provide clear loan comparisons and recommendations

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- Collect and verify client documentation
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- Prepare and submit loan applications via lender portals (AOL, etc.)
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Ensure high-quality submissions to reduce lender queries (MIRs)

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Liaise with lenders, BDMs, and credit teams

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Manage applications from submission through to settlement

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Handle lender conditions and additional information requests

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Coordinate with solicitors, valuers, and stakeholders

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Ensure adherence to NCCP and responsible lending obligations

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Conduct accurate fact finds and verify client information

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Maintain compliance documentation and audit trails

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Follow internal policies and regulatory requirements

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

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Participate in marketing campaigns and business initiatives

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Contribute to revenue and settlement targets

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Qualifications & Experience Qualifications

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Diploma of Finance and Mortgage Broking Management (preferred)

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Experience

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

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Experience with residential and investment lending

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Technical Skills

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Strong knowledge of Australian lending policies

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Experience with Apply Online, lender portals, and CRM systems

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Understanding of servicing calculators

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Strong documentation and submission skills

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Core Competencies

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Strong communication and client management skills

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Sales-driven with target-oriented mindset

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High attention to detail

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Problem-solving and structuring ability

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Time management and ability to handle multiple files

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Performance Expectations

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Number of loans settled per month

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Conversion rate from lead to settlement

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Quality of submissions (low MIR rate)

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Client satisfaction and retention

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Revenue and commission targetsRevenue and commission targetsSelection Criteria

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Applicants must demonstrate:

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

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Proven ability to generate and convert leads

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Excellent communication and relationship-building skills

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Knowledge of compliance and responsible lending

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Ability to manage end-to-end loan process

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📌 Mortgage Broker (New South Wales)
🏢 Finconnex Financial Services
📍 New South Wales