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Excel Finance and Advisory

10 months ago

Mortgage Broker

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Company information

Company
Excel Finance and Advisory
Location
Australia, New South Wales, Sydney Region, Western Sydney, Camden Area, Narellan Australia
Posted
10 months ago
View all jobs at Excel Finance and Advisory

Job description

About the Role

We’re seeking an experienced and motivated Mortgage Broker to join our growing finance team in Narellan Southwest Sydney office. In this role, you will manage end-to-end lending applications, support clients throughout the borrowing process, and work closely with lenders to achieve successful outcomes. This is an excellent opportunity for someone who is client-focused, detail-oriented, and ready to build a rewarding career in lending and finance.

Key Responsibilities

• Assess client needs and recommend suitable lending products

• Prepare, lodge, and manage loan applications from start to settlement

• Liaise with clients, lenders, and internal teams to ensure smooth processing

• Conduct preliminary credit assessments and verify documentation

• Provide exceptional customer service and maintain long-term client relationships

• Stay up to date with lender policies, compliance requirements, and market changes

About You

• Relevant Diploma in Finance/Commerce/Mortgage Broking or higher qualification

with at least one-year relevant experience as a Loan Writer, Mortgage Broker Assistant, or similar role

• Strong understanding of Australian lending products and lender policies

• Excellent communication and client relationship skills

• High level of accuracy, organisation, and attention to detail

• Ability to work independently and manage multiple applications at once

• Experience using loan CRM or lodgement platforms (e.g., ApplyOnline, Broker Portal) is an advantage

Why Join Us?

• Supportive and collaborative team environment

• Competitive salary + generous commission structure

• Opportunities for professional development and industry accreditation

• Modern Narellan office with hybrid work options

• Strong pipeline of inbound client enquiries — no cold calling required

Job Type: Full-time

Benefits:

  • Travel reimbursement
  • Visa sponsorship
  • Work from home

Work Location: Hybrid remote in Smeaton Grange NSW 2567

Required skills

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