Broker Support Officer

MA Financial Group is a global alternative asset manager specializing in private credit, real estate, and hospitality investments. We deliver tailored lending solutions across the property, corporate, and specialty finance sectors, supported by a full suite of corporate advisory services.

In this role, you’ll work closely with Finsure—one of Australia’s fastest‑growing and most reputable mortgage groups.

At Finsure, you become a trusted partner to high-performing Australian mortgage brokers. The organization is recognized for its strong operational processes, long-standing broker relationships, and clear career pathways for offshore mortgage professionals.

Position Summary

The purpose of this role is to support the broker on boarding stages when the mortgage broker is joining the business the role also requires ongoing support and assistance to our mortgage brokers, internal and external stakeholders.

Detailed Description

• First line of support for our brokers, providing friendly and effective customer service
  Completing administrative duties with accuracy
• Assist with monthly reviews on Accreditations that are pending or are at training with broker and ensure that there is a manageable number of ‘At Bank Accreditations’ with regular follow up
• Maintain all broker contact information, lender codes, and broker business information in CRM
• Responding to queries via Freshdesk, email or phone in a timely manner
• Communicate and manage relationships with internal and external business units on business and broker related queries
• Processing broker business restructures & broker termination
  Processing new and existing broker contract agreements and their accreditations with Lenders
• Quality assurance monthly review
• Broker Accreditations and general administration activity
• Broker Onboarding assistance and delegation of work where this is required
• Setting up and completion of Broker Application form
• Conduct and assist with annual lender attestation
• Address membership certificate updates and assist with internal annual membership renewal processes
• Assisting with ad hoc office related projects and initiatives where this is required
• You will also be required to undertake other tasks as reasonably requested by Management

Required Skills, Knowledge and Experience:

• Strong interpersonal skills – both verbal and written
• Able to work effectively and efficiently towards goals in a complex/diverse environment with multiple and changing demands
• High level of organizational skills
• Experience with service delivery, support and assistance in a contact center environment particularly from a technical perspective
• Previous experience in Administration and/or from a CRM technical capacity
• Previous exposure to the Financial or Banking Industry with a strong understanding of all third-party lending channels
• Proven track record in building relationships with both internal and external stakeholder
• Working knowledge of regulatory and operational risk requirements affecting the Financial Services Industry
• Thorough knowledge if industry compliance requirements
• Experience in a similar role within the financial services industry, particularly in Mortgage Broking and/or an Aggregation capacity
• A positive can-do attitude, you work in a proactive manner and you have immense passion towards providing an incredible service offering
• Strong computer literacy and ability to learn new internal systems in a timely efficient manner
• Genuinely motivated and willing to contribute towards the growth and success of our organization and culture