Lending Associate

We are a lending advisory team — not processors — focused on structure, clarity and long-term outcomes for clients.

If you want to build real lending capability, work on meaningful client strategies and be part of a high-performance environment, this role is designed for you.

We provide lending solutions across home loans, investment lending, commercial lending, personal loans and asset finance.

Our work is analytical, client-centric and grounded in strategic decision-making — not just pushing applications forward.

This is an ideal role for someone who enjoys writing loans, working with financial data, and speaking with clients — with a clear pathway to become a Broker and eventually own a portfolio.

As a Lending Associate, you'll work alongside senior brokers to analyse client situations, review financials, assess servicing, and workshop lending structures. You'll then prepare and manage applications through to settlement while ensuring a professional and seamless experience for clients.

This role involves more than processing paperwork — you will be actively involved in:

• Scenario modelling
• Policy comparison
• Structuring recommendations
• Client guidance

You'll learn how to think through lending strategy, not just how to lodge files.

• Lead elements of client communication and relationship support
• Conduct borrowing capacity & servicing analysis across multiple lenders
• Review financial statements, tax records and income documentation

• Prepare and lodge applications for:

• Home & Investment Loans

• Personal Loans
• Asset Finance
• Small Business Lending
• Manage applications through credit, approval and settlement
• Research lender policy to determine the strongest structure and fit
• Maintain CRM accuracy and compliance standards

• 2+ years experience in mortgage broking, lending support, banking or credit analysis
• Degree in Finance, Accounting, Commerce, Economics or Business
• Ability to interpret income documents and financial statements
• Strong communication and professional presence
• High attention to detail and structured workflow habits
• A growth mindset — driven to improve and take on responsibility

• Clear pathway to Broker with training and mentorship
• Exposure to intermediate and complex lending strategy
• Opportunity to build and own your portfolio within the firm
• High-performance culture with accountability and support
• Flexibility available once established in the role

If you want to become a high-calibre broker who can structure lending for investors, business owners and strategic borrowers — this is where that capability is developed.

Send your resume and a brief response to:

What interests you most about lending strategy and scenario work?

No lengthy cover letter needed — just clarity.