
Broker Support
3 days ago
Broker Support – Infinity Group Australia, Wollongong, NSW. Full-time, on-site, Monday – Friday, 9am–5pm (Occasional weekend availability required).
Base pay rangeA$90,000.00/yr - A$120,000.00/yr
The RoleAs a Broker Support Officer, you'll be a key operational partner to our Finance Brokers, managing the end-to-end loan process with precision and strategic insight. You'll assess client financials, structure loan scenarios, and ensure applications are submitted accurately and efficiently. This role requires a strong grasp of lending policy, compliance, and client service, with the ability to coordinate multiple stakeholders and maintain momentum across complex applications.
Key Responsibilities- Loan Processing & Compliance - Prepare and lodge loan applications via ApplyOnline, ensuring documentation is complete, accurate, and compliant with NCCP, AML/CTF, and lender-specific requirements. Maintain audit-ready records in CRM systems.
- Client Financial Assessment - Review PAYG and self-employed income, liabilities, credit reports, and asset positions. Assist brokers with serviceability calculations and loan structuring aligned to client goals and lender policy.
- Stakeholder Management - Liaise with lenders, conveyancers, real estate agents, accountants, and valuers to drive timely settlements. Escalate issues proactively and manage expectations across all parties.
- Client Experience & Broker Support - Act as the primary client contact throughout the loan journey. Provide updates, request documentation, and support brokers with loan sign-ups, annual reviews, and strategic initiatives like equity release or investment purchases.
- Data Integrity & Opportunity Identification - Maintain clean, consistent CRM records. Identify cross-sell opportunities and flag leads for brokers and relationship managers.
- Experience & Knowledge - 2–3 years in mortgage broking, lending operations, or financial services. Exposure to residential, investment, and construction lending is highly valued.
- Technical Skills - Proficient in ApplyOnline, SalesTrekker, CRM systems, and Microsoft Office. Confident using lender calculators and interpreting financial documents.
- Qualifications - Cert IV in Finance and Mortgage Broking (preferred). FBAA/MFAA accreditation (preferred but not essential). Must meet CPD and compliance standards.
- Professional Standards - Clear Police & Credit Report (mandatory). High attention to detail, strong communication skills, and a proactive, client-first mindset.
- Availability - Full working rights in Australia. Willingness to work weekends when required.
At Infinity, we don't just change our clients' lives, we change the lives of our people too. Here's what joining our team means for you and your family:
- Financial Empowerment – Free access to become an Infinity client, including support from our mortgage brokers, advisers, strategists, and relationship managers.
- Career Growth – Infinity has grown rapidly and we're only getting started. With rapid growth comes rapid opportunity.
- Competitive Remuneration – We hire the best, and we reward the best.
- First-Class Onboarding – Includes an all-expenses-paid trip to our Real Estate Mastery (REM) event, plus a company iPhone and laptop.
Infinity is committed to giving back. Through initiatives like the Kmart Wishing Tree Appeal, our team helped raise significant funds to support families in need.
Ready to Join Us?If you're looking for more than just a role, want to transform your own financial future, grow your career with one of Australia's fastest-scaling companies, and make a real impact for clients and community, then Infinity is the place for you. Submit your application today, or contact Lachlan Baldwin – Talent Manager at Infinity Group via LinkedIn with any questions.
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