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 nn
- 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 nn
- 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 nn
- 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: nn
- 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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- Robust 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 nn
- Experience in commercial or residential finance, banking or mortgage broking.
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Highly Desirable: nn
- Certificate IV in Finance and Mortgage Broking (FNS40821).
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- Diploma of Finance and Mortgage Broking Management (FNS50622).
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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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- Modern 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.

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📌 Finance Broker - Commercial & Residential Lending (Surry Hills)
🏢 Acclime
📍 Surry Hills