Finance Broker

2 weeks ago

City Of Canada Bay Council, Australia Liviti Full time
North Strathfield, Australia | Posted on 04/29/2025 Liviti Property is Australia's premier investment advisory, renowned for pairing bespoke property strategies with best-in-market finance solutions.
Our Finance Brokers empower investors to secure optimal lending structures and streamline the path to portfolio growth.
The Role As a Finance Broker at Liviti, you'll be the specialist who translates property portfolio plans into tailored lending strategies.
Working alongside our Sales and Customer Success teams, you'll source, negotiate, and lodge finance applications ensuring members access competitive rates, efficient approvals, and seamless settlements.
Key Responsibilities Conduct one-on-one and Zoom consultations to assess members' borrowing capacity, goals, and risk profiles Research and recommend suitable lenders and loan products Prepare and submit compliant loan applications, liaising with banks, aggregators, and solicitors to drive timely approvals Manage the end-to-end finance process: credit assessment, valuation instructions, pre-approval, firm approval, and settlement Keep members informed at every stage, proactively resolving queries and ensuring a high-touch experience Maintain accurate records in our CRM, track application pipelines, and follow up on outstanding documentation Cultivate relationships with lender BDMs, aggregators, and other finance partners to expand product access About You Minimum of 2 years' experience as a Finance Broker or Mortgage Specialist, ideally focused on property investment lending Deep understanding of lender policies, serviceability calculators, and debt-to-income ratios Strong negotiation skills with a track record of achieving competitive lending outcomes Exceptional verbal and written communication, able to simplify complex finance concepts for clients Highly organised, with the ability to manage multiple applications and deadlines simultaneously Tech-savvy: proficient with CRM platforms What We Offer Market-leading commission on settled loans Daily stream of qualified finance leads focus on advisory, not prospecting Fast-track progression into senior broking or leadership roles for high performers Direct mentorship from Liviti's senior investment and finance specialists Collaborative, customer-centric culture with social events and ongoing training Performance Metrics Settlements: Minimum of 4 funded loans per month Pipeline Management: 100% CRM application tracking and follow-up within 24 hours
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