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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Solid 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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*************. 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