09 Oct
|
Acclime
|
Sydney
Job Description
Acclime is seeking an ambitious and relationship-focused Finance Broker to join our growing Debt Advisory service line.
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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.
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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 n
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Build trusted long-term relationships with new and existing clients.
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Conduct comprehensive fact-finds to understand clients' financial objectives and lending requirements.
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Provide strategic lending advice tailored to each client's personal and commercial circumstances.
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Deliver exceptional customer service throughout every stage of the lending journey.
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Become a trusted adviser for clients' ongoing finance needs.
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Lending & Credit Solutions n
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Structure and arrange residential, commercial and business lending facilities.
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Analyse financial statements, cash flow and supporting documentation to assess borrowing capacity.
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Prepare high-quality credit submissions and finance proposals.
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Present funding recommendations clearly and professionally.
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Manage complex lending scenarios across multiple lenders and funding sources.
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Coordinate settlements and oversee the end-to-end application process.
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Develop strong relationships with banks, non-bank lenders and private funders.
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Negotiate competitive lending outcomes on behalf of clients.
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Liaise with accountants, solicitors, financial advisers, buyers' agents and other referral partners.
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Maintain a strong understanding of lender policy, credit appetite and market trends.
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Business Development n
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Generate new business opportunities through referrals, networking and strategic partnerships.
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Develop referral relationships with accountants, solicitors, real estate professionals and other trusted advisers.
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Represent Acclime at networking events and industry functions.
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Identify opportunities to expand existing client relationships through additional finance solutions.
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Compliance & Professional Standards n
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Ensure all recommendations comply with responsible lending obligations and industry regulations.
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Maintain accurate client records and documentation.
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Adhere to compliance requirements, lender policies and internal quality standards.
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Participate in ongoing professional development to maintain industry knowledge and accreditation.
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About You You'll bring: n
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Previous experience in commercial banking, business banking, relationship management,
mortgage broking or commercial finance.
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Strong knowledge of residential and/or commercial lending products.
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Excellent communication and relationship-building skills.
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A consultative, solutions-focused approach.
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Strong analytical and credit assessment capability.
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High attention to detail and exceptional organisational skills.
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The ability to manage multiple transactions simultaneously.
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A proactive attitude with a genuine desire to grow your client base.
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Professional presentation and strong commercial acumen.
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Qualifications n
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Experience in commercial or residential finance, banking or mortgage broking.
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Highly Desirable: n
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Certificate IV in Finance and Mortgage Broking (FNS*****).
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Diploma of Finance and Mortgage Broking Management (FNS*****).
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Following a recent acquisition, this is a unique and exciting opportunity to be part of a growing Debt Advisory team. We offer:
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Access to a strong pipeline of commercial and residential opportunities.
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The backing of Acclime and its extensive professional services network.
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Comprehensive lender panel and funding solutions.
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Ongoing mentoring and professional development.
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Contemporary CRM and technology platforms.
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Marketing and business development support.
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Career progression opportunities.
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Collaborative, high-performing team culture.
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Competitive remuneration with uncapped earning potential.
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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.
#J-*****-Ljbffr
📌 Finance Broker - Commercial & Residential Lending (Sydney)
🏢 Acclime
📍 Sydney