Broker Onboarding Specialist

2 weeks ago

Melbourne, Victoria, Australia Connective Broker Services Full time $80,000 - $120,000 per year
  • Broker Onboarding Specialist
  • Permanent full-time opportunity
  • A strong and high performing culture
  • Hybrid working arrangements

About us

Connective is Australia's largest and most innovative mortgage and asset finance aggregator and the preferred choice for leading brokers. Our customers are mortgage and asset finance brokers and we are driven to be the business partner they can't imagine doing business without.

With a strong and vibrant culture, we are the employer of choice for exceptional and dynamic professionals.

The Role

Our Broker Onboarding Specialist is responsible for providing operational and administrative support to our national sales team with a specific focus on ensuring new broker members are onboarded efficiently and professionally. Working in a small, collaborative team you will be responsible for:

  • Processing onboarding applications and agreements for brokers joining Connective
  • Providing exceptional customer service to brokers as the first point of contact in their customer journey with Connective
  • Ensuring compliance in line with regulatory and business requirements
  • Ensuring the CRM database is accurately maintained

About you

Your exceptional customer service skills, as well as your dynamic and enthusiastic approach, will see you excel in this role. You are inquisitive, results focused with meticulous attention to detail and can manage a variety of competing tasks and your time accordingly.

You will also have:

  • At least 1-2 years' relevant experience in a customer support/processing role
  • Experience within the mortgage broking, third party banking or finance industry is advantageous but not essential
  • Sound knowledge of Microsoft Office Suite / CRM and database systems
  • Strong verbal and written communication skills
  • Strong stakeholder management skills
  • Excellent attention to detail

The Benefits

As a valued Connective team member, you will be rewarded with:

  • A dynamic and supportive team culture
  • Progressive leave policies including birthday leave
  • An awesome new office space with views of the city and lunchtime table tennis
  • The opportunity to develop your career with an industry leader.

To Apply

Please copy and paste the following link and click on the Apply now button in the top right corner.

Please include a resume and a short video explaining your suitability for this position. To record your video, click on the Record your video now button.

All applications will be handled with strict confidentiality. For further information, please visit

Email us at for the Position Description or for any further assistance.

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