
Commercial Finance Broker
1 week ago
Location:
Bella Vista, NSW 2153
Reports To:
Director
Employment Type:
Full-Time
About Us:
Broc Finance is a leading commercial finance brokerage dedicated to helping businesses access tailored financial solutions. Our focus is on delivering expert guidance and building long-term client relationships, ensuring businesses receive the right financial solutions at every stage of growth.
Role Overview:
We are seeking a
Client-Focused Commercial Finance Broker
to manage the full client journey – from initial consultation and onboarding to ongoing relationship management. This role is ideal for someone with strong interpersonal skills, a consultative approach, and the ability to provide expert financial guidance.
Key Responsibilities:
- Conduct initial consultations with new clients to understand their business needs and financial objectives.
- Guide clients through the finance application and onboarding process efficiently and professionally.
- Build and maintain long-term relationships with clients, providing ongoing support and advice.
- Act as the primary point of contact for clients, addressing inquiries and resolving issues promptly.
- Monitor client portfolios and proactively identify opportunities for additional finance solutions.
- Collaborate with lenders and internal teams to ensure smooth processing of finance applications.
- Keep accurate records of client interactions, applications, and progress in CRM systems.
- Stay informed on commercial finance products, market trends, and lender requirements.
- Represent Broc Finance at client meetings, networking events, and industry forums.
Key Requirements:
- No prior experience necessary however candidates with some prior experience in commercial finance or a related industry would be preferred.
- Strong client-facing, consultative, and relationship management skills.
- Candidates with knowledge of commercial lending, asset finance, and business financial solutions would be preferred.
- Excellent communication, problem-solving, and organizational skills.
- Ability to manage multiple clients and tasks while maintaining high service standards.
- Self-motivated, professional, and goal-oriented.
- Relevant qualifications in finance, business, or accounting are an advantage.
What We Offer:
- Competitive base salary with performance-based incentives.
- Opportunity to work in a supportive, client-focused environment.
- Professional development and training in commercial finance solutions.
- Career growth opportunities within a reputable finance brokerage.
How to Apply:
Please submit your resume and a cover letter outlining your experience in client consultation, onboarding, and relationship management directly or sending an email to [].
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