Mortgage Broker in South Yarra

7 days ago

Melbourne, Victoria, Australia HTA Full time $80,000 - $120,000 per year

EMPLOYMENT STATUS : Full Time

LOCATION: South Yarra MELBOURNE 3141

REPORTS TO: Finance Broker

Are you looking to build on your existing skills and experience in Mortgage Broking? Look no further HTA is a leading public practice accounting firm based in South Yarra. We are looking for an experienced and driven Mortgage Broker to join our growing team and help our clients achieve their property and finance goals.

About us:

At HTA, we proudly serve a diverse clientele spanning across various industries, meaning that our team has invaluable experience and exposure to various sectors. Our commitment to excellence and innovation has established us as a trusted partner for businesses seeking comprehensive accounting and advisory solutions.

The Role:

As a key member of our finance team, you will:

  • Consult with our accounting firm clients to understand their financial and borrowing needs.
  • Provide tailored lending solutions across residential, investment, SMSF, commercial and asset finance.
  • Manage the entire lending process—from client interviews and loan applications to settlement—while ensuring compliance and responsible lending standards.
  • Work closely with our accountants and advisors to align lending strategies with broader financial plans.
  • Build long-term relationships through post-settlement reviews and proactively identify refinancing and new business opportunities.

What We're Looking For

You are a professional mortgage broker with:

  • Diploma in Finance and Mortgage Broking.
  • Minimum 2 years' experience as a mortgage broker or lender.
  • Current MFAA or FBAA membership and lender accreditations.
  • Strong knowledge of credit policy, servicing calculators, and loan structuring.
  • Proficiency in tools such as ApplyOnline, Broker CRM systems, and bank platforms.
  • Excellent communication, negotiation and problem-solving skills.
  • A proactive, client-focused approach with strong attention to detail and the ability to work under pressure.

Why Join HTA?

At HTA, we value collaboration, professionalism, and a positive team culture. You'll work in a supportive environment that encourages professional growth, continuous learning, and a genuine focus on client care.

We offer:

  • A dynamic and forward-thinking workplace.
  • Opportunities to work alongside leading accountants and advisors.
  • A culture that rewards initiative and high performance.

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