North Strathfield, Australia | Posted on 04/29/2025
Liviti Property is Australia's premier investment advisory, renowned for pairing bespoke property strategies with best-in-market finance solutions. Our Finance Brokers empower investors to secure optimal lending structures and streamline the path to portfolio growth.
The Role
As a Finance Broker at Liviti, you'll be the specialist who translates property portfolio plans into tailored lending strategies. Working alongside our Sales and Customer Success teams, you'll source, negotiate, and lodge finance applications ensuring members access competitive rates, efficient approvals, and seamless settlements.
Key Responsibilities
Conduct one-on-one and Zoom consultations to assess members' borrowing capacity, goals, and risk profiles
Research and recommend suitable lenders and loan products
Prepare and submit compliant loan applications, liaising with banks, aggregators, and solicitors to drive timely approvals
Manage the end-to-end finance process: credit assessment, valuation instructions, pre-approval, firm approval, and settlement
Keep members informed at every stage, proactively resolving queries and ensuring a high-touch experience
Maintain accurate records in our CRM, track application pipelines, and follow up on outstanding documentation
Cultivate relationships with lender BDMs, aggregators, and other finance partners to expand product access
About You
Minimum of 2 years' experience as a Finance Broker or Mortgage Specialist, ideally focused on property investment lending
Deep understanding of lender policies, serviceability calculators, and debt-to-income ratios
Strong negotiation skills with a track record of achieving competitive lending outcomes
Exceptional verbal and written communication, able to simplify complex finance concepts for clients
Highly organised, with the ability to manage multiple applications and deadlines simultaneously
Tech-savvy: proficient with CRM platforms
What We Offer
Market-leading commission on settled loans
Daily stream of qualified finance leads focus on advisory, not prospecting
Fast-track progression into senior broking or leadership roles for high performers
Direct mentorship from Liviti's senior investment and finance specialists
Collaborative, customer-centric culture with social events and ongoing training
Performance Metrics
Settlements: Minimum of 4 funded loans per month
Pipeline Management: 100% CRM application tracking and follow-up within 24 hours
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