About Us
My Finance Agent is an award-winning mortgage brokerage dedicated to helping Australians secure smarter home, investment, and business loan solutions.
With offices in Sydney and Bathurst and clients across the country, we provide tailored advice and ongoing support to empower clients in achieving financial freedom and building generational wealth.
We specialise in working with property investors, family-oriented clients, and financially savvy Australians who want a broker they can trust—not just for one loan, but for life.
The company prides itself on a family-oriented culture that emphasizes trust, service, and education.
The team enjoys a supportive environment where collaboration and long-term client relationships are prioritized over one-off transactions.
The highlight for staff at My Finance Agent is the company retreat each year, where the bonds and camaraderie among team members are strengthened.
This annual event enables staff to relax, connect, and build stronger relationships, fostering a supportive and collaborative work environment.
About the Role
We're looking for a motivated and client-centric Mortgage Broker to join our growing team in NSW.
Your role will be focused on the central west of NSW and be based from our Bathurst office, with the ability to work in the Sydney office as well.
As part of a highly supportive environment, you'll work alongside experienced brokers, customer service officer's, marketing specialists, and lending associates who are committed to your success.
You'll provide expert lending advice, from home and investment loans to complex refinance and SMSF lending.
Our focus is on long-term client relationships, not one-off transactions—so if you enjoy educating clients, delivering value, and working collaboratively, we want to hear from you.
Your Key Responsibilities
Conduct client consultations via video, phone or in-person to assess financial goals and recommend tailored loan solutions
Prepare and submit home loan applications through platforms like Apply Online
Compare and negotiate loan products across a broad panel of lenders
Manage communications between clients, lenders, solicitors, and agents
Collaborate with internal stakeholders to ensure a seamless application process through to settlement
Provide regular updates to clients during the loan lifecycle, including post-settlement and annual reviews
Retain and grow client relationships by offering ongoing financial insights and product reviews
Educate clients on refinancing strategies, debt consolidation, equity access, and investment lending
Identify opportunities to support clients with additional lending needs (e.g.
asset finance, car loans, business loans)
Build and maintain strong relationships with key stakeholders and referral partners in the Central West region.
This includes identifying potential partners, establishing mutually beneficial collaborations, and ensuring ongoing communication and support to enhance business growth and client satisfaction
What You'll Bring
Minimum 2 years' experience in mortgage broking, banking, or finance (brokerage experience highly regarded)
Minimum Cert IV in Finance and Mortgage Broking (Diploma preferred)
Exceptional communication and stakeholder management skills
A proactive, self-driven mindset with a genuine desire to help clients succeed
Strong attention to detail, compliance, and ethical standards
Sound understanding of loan structures, policies, and lending markets
Passion for property, investment, and financial literacy
Why Join My Finance Agent
Professional mentoring with over 30 years' experience
Dedicated loan processing and settlements team
Access to in-house marketing support and industry-leading tech
High-quality leads, client referrals, and long-term relationships
Annual Home Loan Health Checks for every client (you're part of their financial journey for life)
Modern tools like File Invite, Illion, and our secure digital Fact Find
Transparent commission structure: lender-paid post-settlement + trail
Values-led culture focused on trust, service, and education
Ready to Make a Difference?
If you're ready to join a brokerage that values people over process, clients over commission, and community over competition—apply today.
Click here to apply https://forms.gle/dw5 Cagfqy5 AGn KQW7
Learn more at www.myfinanceagent.com.au