Finance Broker

Location: Remote

Job Description:

We are seeking an experienced Finance Broker with a strong background in residential and commercial mortgage lending to support an Australian-based boutique mortgage brokerage. This role requires hands-on experience managing loan files from initial enquiry through to post-settlement, with exposure to both residential and development/commercial transactions.

The ideal candidate will have at least 2 years of experience in credit analysis, mortgage broking support, or financial services, with the ability to assess financial documentation, assist in structuring loan applications, and liaise with lenders and clients throughout the full loan lifecycle. Experience working with high-net-worth individuals, self-employed clients, developers, and investors will be highly regarded.

Responsibilities:

• Manage loan applications from initial enquiry through to settlement and post-settlement follow-up.
• Draft and manage client communications, including information requests and status updates.
• Collate, review, and input supporting documentation into CRM and workflow systems (e.g., Asana, Dropbox, MyCRM).
• Review and analyze financial documents, including tax returns, income statements, balance sheets, and credit reports.
• Assist with residential servicing assessments and preliminary credit analysis.
• Support mortgage brokers in structuring loan applications and preparing lender-ready submissions.
• Provide deal lodgement support via platforms such as ApplyOnline.
• Liaise with lenders, clients, solicitors, valuers, and other stakeholders to ensure a smooth process from lodgement to settlement.
• Assist in managing and reviewing the existing loan book, including retention strategies and client reviews.
• Maintain accurate records and ensure compliance with Australian lending regulations and credit policies.

Requirements

• Minimum 2 years of experience in mortgage broking support, credit analysis, banking, or financial services.
• Experience with Australian residential lending is essential; exposure to commercial or development finance is highly desirable (or strong willingness to learn).
• Strong understanding of financial documents and the ability to assess borrowing capacity, particularly for self-employed clients.
• High attention to detail and strong analytical and numerical skills.
• Excellent written and verbal communication skills.
• Ability to work independently in a remote environment while collaborating with brokers and internal stakeholders.
• Proficiency in Microsoft Office (Excel, Word, Outlook) is essential.
• Experience with Asana, Dropbox, MyCRM, Quickli, or ApplyOnline is highly advantageous.

Benefits

• Remote work flexibility with a competitive compensation package.
• Access to industry-leading tools and resources to support app optimization and promotion.
• Opportunities for professional development, including training in app analytics and marketing.
• Impactful role in enhancing user experiences and driving app engagement.

Join our team and play a key role in facilitating financial solutions for our clients. If you are ready to bring your expertise in finance brokerage to a dynamic, supportive environment, we encourage you to apply!

Note: Only shortlisted candidates will be contacted for further discussions.

Teams Squared is a proud equal opportunity employer. We value diversity and are consistently committed to creating an inclusive environment for all team members.