We are seeking an experienced, motivated Mortgage Broker to join our high-performing team in Melbourne. This role is perfect for a driven individual who thrives in a fast-paced environment and enjoys structuring deals to meet clients' unique needs. As a Mortgage Broker, you will be responsible for assessing client needs, structuring loan solutions, and managing applications from initial consultation through to settlement. You will work closely with a wide network of lenders and help clients find the best lending options for their circumstances. <h3>Benefits</h3><ul><li style="margin-left:0px;">Work with a reputable panel of lenders and handle a diverse flow of deals&nbsp;&nbsp;</li><li style="margin-left:0px;">Exposure to a broad range of residential, commercial, and asset finance opportunities&nbsp;&nbsp;</li><li style="margin-left:0px;">Be part of a supportive team environment with clear growth opportunities&nbsp;&nbsp;</li><li style="margin-left:0px;">Performance-driven culture with significant earning potential&nbsp;&nbsp;</li><li style="margin-left:0px;">Opportunity to develop your skills and advance your career in a dynamic industry&nbsp;&nbsp;</li></ul> <h3>Task & responsibilities</h3><ul style="list-style-type:disc;"><li style="margin-left:0px;">Meet with clients to understand their financial position, goals, and borrowing needs&nbsp;&nbsp;</li><li style="margin-left:0px;">Analyse financial documents (income statements, tax returns, liabilities, business financials)&nbsp;&nbsp;</li><li style="margin-left:0px;">Assess borrowing capacity and recommend tailored loan solutions&nbsp;&nbsp;</li><li style="margin-left:0px;">Compare loan options from a panel of banks and lenders&nbsp;&nbsp;</li><li style="margin-left:0px;">Prepare and submit loan applications with complete and accurate documentation&nbsp;&nbsp;</li><li style="margin-left:0px;">Liaise with lenders, valuers, solicitors, and other stakeholders to drive approvals&nbsp;&nbsp;</li><li style="margin-left:0px;">Negotiate competitive loan terms and pricing for clients&nbsp;&nbsp;</li><li style="margin-left:0px;">Manage the end-to-end loan process, ensuring seamless settlement&nbsp;&nbsp;</li><li style="margin-left:0px;">Ensure compliance with all lending regulations and internal processes&nbsp;&nbsp;</li><li style="margin-left:0px;">Build and maintain strong relationships with clients and lenders&nbsp;&nbsp;</li><li style="margin-left:0px;">Provide ongoing support, including refinancing and portfolio reviews&nbsp;&nbsp;</li></ul> <h3>Qualification & experience</h3><ul style="list-style-type:disc;"><li style="margin-left:0px;">1–3 years of experience in mortgage broking, banking, or finance (preferred)&nbsp;&nbsp;</li><li style="margin-left:0px;">Strong understanding of lending products and credit assessment processes&nbsp;&nbsp;</li><li style="margin-left:0px;">Ability to confidently read and interpret financial documents&nbsp;&nbsp;</li><li style="margin-left:0px;">Excellent communication skills with a strong ability to build client relationships&nbsp;&nbsp;</li><li style="margin-left:0px;">High attention to detail and a compliance-focused mindset&nbsp;&nbsp;</li><li style="margin-left:0px;">Self-motivated, with the ability to manage multiple deals simultaneously&nbsp;&nbsp;</li><li style="margin-left:0px;">Diploma or degree in Finance or Mortgage Broking (preferred)&nbsp;&nbsp;</li></ul>

Banking & Financial Services

Annual

We’re seeking a driven Mortgage Broker to join our high-performing Melbourne team. You’ll assess client needs, structure tailored loan solutions, and

Mortgage Broker

Full time

Join a high-growth brokerage where your focus remains on what you do best: settling loans and building client relationships. <h3>Benefits</h3>Term:&nbsp;&nbsp;&nbsp;Permanent/Full TimeSalary:&nbsp;$80,000 plus 12% super ($89,600) p.a.Ongoing professional and access to industry training <h3>Task & responsibilities</h3>Managing client – establishing and maintaining strong client relationshipsProviding solutions – understand clients’ needs and objectives and research available finance product to provide best lending solutions.Managing the process – from initial enquiry to final settlement and on-going support thereafter.Stay informed and updated – on all rules and regulatory standards. <h3>Qualification & experience</h3>Certificate IV in Mortgage &amp; Finance BrokingDiploma or above qualification in Finance or 3 years of relevant experience in lieu. While a degree is not essential, applicants wish such qualification would be favourably considered.Experience in residential mortgage and consumer and business lending.Active membership with the AFCA membership and the ability to be appointed under our Australian Credit Licence.Communication and People skillsEager to commit to on-going learning and professional developmentunderstanding consumer credit rules and regulations

Join a high-growth brokerage where your focus remains on what you do best: settling loans and building client relationships.

Finance/Mortgage Broker

RDL Financial Services is seeking a motivated and detail-oriented Mortgage Broker to join our Melbourne-based team. This is a full-time position where you will be responsible for assessing client financial needs and providing tailored lending solutions across residential, commercial, and investment finance. We would be flexible with the work-arrangements of this position.&nbsp;You will play a key role in managing the end-to-end lending process, from initial client consultation through to loan settlement, while maintaining strong relationships with lenders and ensuring compliance with industry standards and regulatory requirements. This candidate will be closely working with the company management for future company growth and working towards clients-acquisition and expansion.&nbsp; <h3>Benefits</h3><ul><li>Opportunity to work with a well-established and growing financial services firm</li><li>Access to a network of over 50 lenders and diverse lending products</li><li>Supportive and professional team environment</li><li>Ongoing learning and development in mortgage broking and financial services</li><li>Exposure to residential, commercial, SMSF, and asset finance lending</li><li>Opportunity for long-term career growth within the organisation</li><li>Stable full-time position with consistent workflow, and flexible work arrangements&nbsp;</li><li>Salary offered as per the industry trends and market rate $75000 - $85000 + superannuation&nbsp;</li></ul> <h3>Task & responsibilities</h3><ul><li>Assess clients’ financial circumstances, borrowing capacity, and lending requirements</li><li>Provide tailored mortgage broking and financial lending advice</li><li>Recommend suitable loan structures and lending products based on client needs</li><li>Liaise with banks, lenders, and financial institutions to arrange finance</li><li>Prepare, review, and submit loan applications and supporting documentation</li><li>Monitor loan applications and ensure timely progression through to settlement</li><li>Ensure compliance with lending regulations, policies, and industry requirements</li><li>Maintain accurate client records and documentation</li><li>Build and maintain strong client relationships through ongoing support and communication</li></ul> <h3>Qualification & experience</h3><ul><li>Relevant qualification in finance, business, accounting, or a related field</li><li>Experience in mortgage broking, lending, or financial services is highly desirable</li><li>Sound knowledge of lending products, financial markets, and credit assessment processes</li><li>Strong understanding of mortgage broking practices and client advisory services</li><li>Excellent communication and client relationship management skills</li><li>Ability to manage multiple applications and meet deadlines</li><li>High level of attention to detail and organisational skills</li><li>Ability to work independently as well as part of a team</li></ul>

Do you have experience in mortgage broking or financial services?

Do you hold a relevant qualification in finance, business, or a related field?

Are you currently based in Australia and available to work full-time?

Join a growing financial services firm with access to 50+ lenders and build your career in mortgage broking and lending advisory.

Mortgage Broker/Specialist

Typical duties for the role include:<ul><li>Analytical, due diligence and transactional support on transactions and business development</li><li>Assisting with the development of strategies and plans for client transactions</li><li>Developing and reviewing financial models, conducting research and analysing data</li><li>Review and interpretation of financial statements and other financial data</li><li>Project management including client contact and managing the project team</li><li>Developing more junior team members, acting as mentor to individuals and teams</li></ul>About you:<ul><li>At least 5 years’ experience with M&amp;A transaction workstreams, including company and sector analysis, developing valuation models, transaction/trading comparables, and due diligence processes</li><li>Ability to analyse, interpret, reconcile and communicate financial information</li><li>Excellent attention to detail and commitment to accuracy</li><li>A strong work ethic and a desire to succeed in corporate advisory</li><li>Excellent organisational, analytical and problem-solving skills allied to practical judgement</li><li>Strong communication skills</li><li>Deep experience with MS Excel, MS Word and MS Powerpoint</li><li>Bachelor degree or higher qualification with a Finance or Commerce major</li><li>Higher qualifications (such as an MBA) are also highly desirable&nbsp;</li></ul>

We are seeking applications from candidates with 5-10 years M&A / advisory experience that align with our values and culture, and that are interested

Associate Director

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4 available jobs

Mortgage Broker

Finance/Mortgage Broker

Mortgage Broker/Specialist

Associate Director