Finance Broker

3 weeks ago

Brisbane Central Business District, Australia BDO Full time

As a Finance Broker, you will manage the lending needs of clients from initial interview through to settlement and beyond. You will have the benefit of quality leads from a broad client base. You will also be comfortable developing new client relationships and sourcing referrals through your own network. You will work closely with clients, lenders, accountants, valuers, solicitors and other stakeholders to ensure a smooth process. You will gather and analyse all the required information and take the time to understand client preferences, needs and objectives to tailor a finance solution to suit the client.

In the role you will:

- Maintain and develop client relationships, becoming a trusted adviser
- Interview clients to gather information on their financial situation and determine their finance needs
- Analyse information such as credit reports, income, financial statements and bank statements to determine their ability to qualify for a loan
- Complete pricing discretion requests and servicing calculations
- Research and provide clients with guidance on various loan options that best fit their needs
- Act as a conduit between the client and the lender to ensure positive client outcomes
- Provide exceptional service throughout the finance process
- Maintain accurate records for compliance and audit purposes
- Participate in regular training and development for industry updates and compliance needs
- Understand and stay current with lender policy, industry regulations, laws, and guidelines to ensure compliance
- Maintain accreditation and relationships with a panel of lenders
- Proactively identify future finance opportunities

**What you will bring**
- A good understanding of residential lending guidelines, credit policy and regulations
- High level of attention to detail and adherence to lending obligations and compliance
- Exceptional written, verbal, and interpersonal communication skills
- Ability to build strong rapport and develop long-lasting relationships with clients
- A people person who loves finding solutions and working closely with clients
- Proficient computer skills including competency in Microsoft Office (especially Excel)
- Excellent time management skills and the ability to multi-task and prioritise
- A highly motivated, self-starter with the capability to work autonomously and independently
- Financial acumen and understanding of the current lending market
- Certificate 4 of Finance and Mortgage Broking or Diploma of Finance and Mortgage Broking Management desirable, however not essential as we will support the successful applicant in obtaining this qualification, together with obtaining lender accreditations

**About BDO**

BDO is a trusted adviser to clients looking for audit, tax and advisory services. As one of the world’s leading audit and accounting organisations, we have clients of all types and sizes across an array of industry sectors.

Our values are at the core of who we are and how we work with each other and with our clients. These values are the foundation of what we deliver, IDEAS | PEOPLE | TRUST. This is about delivering ideas and advice that create value; quality-driven people who are motivated by providing exceptional client service; and being trusted to get the job done.

**IDEAS | PEOPLE | TRUST**

**#BDOCareers

  • Asset Finance Broker

    2 weeks ago

    Brisbane, Queensland, Australia Ausloans Finance Group Full time

    Accelerate Your Career: Join Ausloans as an Asset Finance Broker Are you eager to embark on a career in finance with cutting-edge technology and abundant growth opportunities? Ausloans Finance, a leading FinTech and the fastest-growing brokerage in Australia, is seeking energetic and enthusiastic individuals to join our team About Us: Ausloans Finance is at...

  • Asset Finance Broker

    2 weeks ago

    Brisbane, Australia Ausloans Finance Group Full time

    Accelerate Your Career: Join Ausloans as an Asset Finance Broker! Are you eager to embark on a career in finance with cutting-edge technology and abundant growth opportunities? Ausloans Finance, a leading FinTech and the fastest-growing brokerage in Australia, is seeking energetic and enthusiastic individuals to join our team! About Us:...

  • Commercial Finance Broker

    2 weeks ago

    Sydney Central Business District, Australia Fuse Recruitment Full time

    Commercial Finance Broker - **Location**: - Sydney CBD - New South Wales - **Work Type**: - Full Time - **Salary**: - AU$70000 - AU$75000 per annum + plus super and commission - **Reference**: - 23733 - We are looking for a keen individual to join a key client of mine in the Commercial Broking space as a Commercial Finance Broker! **Who will you be...

  • Finance Broker

    2 weeks ago

    Brisbane central business district, Queensland, Australia BDO Full time

    As a Finance Broker, you will manage the lending needs of clients from initial interview through to settlement and beyond. You will have the benefit of quality leads from a broad client base. You will also be comfortable developing new client relationships and sourcing referrals through your own network. You will work closely with clients, lenders,...

  • Finance Sales Consultant

    2 weeks ago

    Brisbane, Queensland, Australia Stratton Finance Pty Full time

    No previous experienced required - we provide full training Just bring your drive to succeed in this customer centric sales role 22nd April, 2024 About Stratton FinanceWe may be a finance company, but we are not one of those old-school finance companies. No boring bankers, no bean-counters, and no corporate bureaucracy. With over 25 years of proven...

  • Finance Broker

    2 weeks ago

    Brisbane, Australia AUTOrecruit Full time

    **Quick, Easy, Competitive Car Finance.** Our client is a fast-growing Finance and Mortgage Brokerage firm. Their customer-focused approach to finance has allowed them to help thousands of clients achieve what they desire to experience their life to the fullest. They are now seeking experienced Finance Brokers to join their team in south-western...

  • Asset Finance Loan Writer

    7 days ago

    Norwest Business Park, Australia SB Finance (aust) Pty Ltd Full time

    **Role Description** SB Finance Australia is looking for a Loan Writer/Admin Assistant role to join our asset finance team. This is a part-time role with on-site work required in Baulkham Hills, NSW. The Loan Writer/Admin Assistant will: - Learn specialised industry software - Understanding clients’ goals, needs and loan borrowing capacity - Building...

  • Mortgage Broker

    2 weeks ago

    Brisbane central business district, Queensland, Australia BDO Full time

    As a Mortgage Broker, you will manage the lending needs of clients from initial interview through to settlement and beyond. You will have the benefit of quality leads from a broad client base. You will also be comfortable developing new client relationships and sourcing referrals through your own network. You will work closely with clients, lenders,...

  • Mortgage Broker

    2 months ago

    Norwest Business Park, Australia DOMAINE HOMES Full time

    **ABOUT US** If you’re looking for an opportunity to expand your career as a successful mortgage broker, come and join our team at Loan Market Elevate. We are a very successful mortgage broking business that specialises in construction finance supporting 2 major home builders in NSW - Clarendon Homes and Domaine Homes. Our team has over 75 years of...

  • Mortgage Broker

    9 hours ago

    Norwest Business Park, Australia DOMAINE HOMES Full time

    **ABOUT US** If you’re looking for an opportunity to expand your career as a successful mortgage broker, come and join our team at Loan Market Elevate. We are a very successful mortgage broking business that specialises in construction finance supporting 2 major home builders in NSW - Clarendon Homes and Domaine Homes. Our team has over 75 years of...

  • Asset Finance Broker Financial Services Brisbane Cbd

    6 days ago

    Brisbane, Australia Robert Half Full time

    Join a rapidly growing broker business based in Brisbane CBD | OTE Monthly Commissions + Flexible/Hybrid Working - Asset Finance Broker - $75,000 - $85,000 + Super + Monthly Commission - CBD & inner suburbs The Company A rapidly growing broker business based in the heart of Brisbane CBD, this firm provide a range of lending services across both the...

  • Asset Finance Broker

    2 weeks ago

    Brisbane, Queensland, Australia Fundd Full time

    About Us: Fundd is a thriving finance company committed to delivering innovative financial solutions. With a team of 16 professionals and growing, we take pride in our supportive and flexible work environment. Our leadership prioritizes well-being and a positive mindset, ensuring a harmonious and rewarding work atmosphere.Position Overview: We are in search...

  • Mortgage Broker

    3 weeks ago

    Brisbane, Australia Fuse Recruitment Full time

    Mortgage Broker - **Location**: - Brisbane - Queensland - **Work Type**: - Permanent - **Salary**: - AU$80000 - AU$90000 per annum + super + commissions - **Reference**: - 22525 - **If you are an experienced Mortgage Broker and have been seeking a new career opportunity and rewarding role, this is the role for you!** We are looking for an experienced...

  • Mortgage Broker and Asset Finance Specialist

    2 weeks ago

    Brisbane, Australia Coronis Full time

    Coronis Mortgage & Finance’s unique online platform and digital experience means you'll be speaking to more customers and efficiently converting more deals. There really is no better time to join! By leveraging off our dynamic technology platform you'll be effectively connecting with customers, providing lending advice to clients while focusing on...

  • Mortgage Broker

    2 weeks ago

    Norwest Business Park, Australia DOMAINE HOMES Full time

    ABOUT USIf you're looking for an opportunity to expand your career as a successful mortgage broker, come and join our team at Loan Market Elevate. We are a very successful mortgage broking business that specialises in construction finance supporting 2 major home builders in NSW - Clarendon Homes and Domaine Homes. Our team has over 75 years of combined...

  • Mortgage Broker

    3 weeks ago

    Brisbane, Australia Fuse Recruitment Full time

    Mortgage Broker - **Location**: - Brisbane - Queensland - **Work Type**: - Permanent - **Salary**: - AU$80000 - AU$100000 per annum + super + commissions + leads - **Reference**: - 20773 - **If you have a background in Banking, Lending, Broking or Sales and are eager to start or continue your career as a Mortgage Broker, this role is for you!** One of...

  • Asset Broker

    2 months ago

    Brisbane, Australia Fuse Recruitment Full time

    Asset Broker - **Location**: - Brisbane - Queensland - **Work Type**: - Permanent - **Salary**: - AU$60000 - AU$80000 per annum + super + high commissions - **Reference**: - 24049 - **If you are a Finance/Mortgage Broker OR have a strong lending background and have been looking for an opportunity to join an existing brokerage, this is the role for...

  • Asset Broker

    3 days ago

    Brisbane, Australia Fuse Recruitment Full time

    Asset Broker - **Location**: - Brisbane - Queensland - **Work Type**: - Permanent - **Salary**: - AU$60000 - AU$80000 per annum + super + high commissions - **Reference**: - 24049 - **If you are a Finance/Mortgage Broker OR have a strong lending background and have been looking for an opportunity to join an existing brokerage, this is the role for...

  • Mortgage Broker

    4 weeks ago

    Brisbane, Australia Fuse Recruitment Full time

    Mortgage Broker - **Location**: - Brisbane - Queensland - **Work Type**: - Permanent - **Salary**: - AU$80000 - AU$120000 per annum + + leads + training + commissions - **Reference**: - 20395 - If you have a Banking, Lending, Broking or Sales background, this role is for you! One of Australia's leading home loan providers is looking to increase their...

  • Mortgage Broker

    3 weeks ago

    Brisbane, Australia Fuse Recruitment Full time

    Mortgage Broker - **Location**: - Brisbane - Queensland - **Work Type**: - Permanent - **Salary**: - AU$80000 - AU$120000 per annum + + leads + training + commissions - **Reference**: - 20395 - **If you have a Banking, Lending, Broking or Sales background, this role is for you!** One of Australia's leading home loan providers is looking to increase...