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Invictus Finance Solutions is a universal brokerage provider specializing in commercial, residential, investment, and private banking activities. We strive to build lasting relationships with clients and lenders by understanding their evolving finance needs. Our expertise allows us to adapt to changing market conditions and offer quality financial products through convenient means.
Role Description
This is a full-time Broker Associate role located on-site in Balwyn North, VIC. The Broker Associate will engage in commercial, residential, investment, and private banking activities on behalf of clients. Responsibilities include:
• Prepare residential & commercial recommendations for the review & approval of broker within expected turnaround times
• Discuss loan options with client
• Ensure responsible lending is followed & NCCP compliance is followed and recorded in a timely manner
• Complete loan applications & submit to relevant lender for approval
• Satisfy any conditions relevant to the loan application
• Maintain & keep up to date concise client file notes for easy transfer amongst team i.e. settlement team
• Monitor deal status to formal approval – notify clients of unconditional approval
Qualifications
• 3-4 years relevant work experience with a financial brokering firm
• Residential & Commercial report writing skills
• Financial analysis (individual & commercial) skills
• Well-developed loan processing skills
• Demonstrate ability to complete multiple tasks and meet deadlines
• A high level of attention to detail and accuracy is vital
• Strong problem-solving skills
• Be a self-starter and gets the job done
• LoanMarket CRM Experience (MyCRM/ApplyOnline/LoanApp/Simpology)
• Cert IV & or Diploma in finance/mortgage brokeri
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
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