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Finance broker - investments

Sydney
St Trinity Property Group
Broker
Posted: 17h ago
Offer description

1 month ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.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 RoleAbout LivitiLiviti 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 RoleAs 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 ResponsibilitiesConduct one-on-one and Zoom consultations to assess members’ borrowing capacity, goals, and risk profilesResearch and recommend suitable lenders and loan productsPrepare and submit compliant loan applications, liaising with banks, aggregators, and solicitors to drive timely approvalsManage the end-to-end finance process: credit assessment, valuation instructions, pre-approval, firm approval, and settlementKeep members informed at every stage, proactively resolving queries and ensuring a high-touch experienceMaintain accurate records in our CRM, track application pipelines, and follow up on outstanding documentationCultivate relationships with lender BDMs, aggregators, and other finance partners to expand product accessAbout YouMinimum of 2 years’ experience as a Finance Broker or Mortgage Specialist, ideally focused on property investment lendingDeep understanding of lender policies, serviceability calculators, and debt-to-income ratiosStrong negotiation skills with a track record of achieving competitive lending outcomesExceptional verbal and written communication, able to simplify complex finance concepts for clientsHighly organised, with the ability to manage multiple applications and deadlines simultaneouslyTech-savvy: proficient with CRM platformsWhat We OfferMarket-leading commission on settled loansDaily stream of qualified finance leads focus on advisory, not prospectingFast-track progression into senior broking or leadership roles for high performersDirect mentorship from Liviti’s senior investment and finance specialistsCollaborative, customer-centric culture with social events and ongoing trainingPerformance MetricsSettlements: Minimum of 4 funded loans per monthPipeline Management: 100% CRM application tracking and follow-up within 24 hoursApproval Rate: Maintain ≥ 85% conditional approval to settlement ratioClient Satisfaction: Achieve ≥ 90% positive feedback via post-settlement surveysSeniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinanceReferrals increase your chances of interviewing at St Trinity Property Group by 2xGet notified about new Finance Broker jobs in North Strathfield, New South Wales, Australia.Rooty Hill, New South Wales, Australia 4 weeks agoNorth Strathfield, New South Wales, Australia 1 month agoLiverpool, New South Wales, Australia 1 month agoGranville, New South Wales, Australia 4 weeks agoBankstown, New South Wales, Australia 1 month agoParramatta, New South Wales, Australia 1 month agoBaulkham Hills, New South Wales, Australia 1 month agoFairfield, New South Wales, Australia 1 month agoWetherill Park, New South Wales, Australia 1 month agoBlacktown, New South Wales, Australia 1 month agoDoonside, New South Wales, Australia 4 weeks agoPenrith, New South Wales, Australia 1 month agoCampbelltown, New South Wales, Australia 1 month agoStrathfield, New South Wales, Australia 3 days agoCastle Hill, New South Wales, Australia 1 month agoAsset Management, Australia and New Zealand Institutional Client Advisor, Vice PresidentNorth Strathfield, New South Wales, Australia 4 days agoSydney, New South Wales, Australia A$80,000.00-A$140,000.00 3 days agoSydney, New South Wales, Australia A$135,000.00-A$175,000.00 3 weeks agoSydney, New South Wales, Australia 4 weeks agoSydney, New South Wales, Australia 4 days agoSydney, New South Wales, Australia 2 weeks agoDirector - Debt and Capital Advisory - Sydney or MelbourneSydney, New South Wales, Australia 3 days agoAsset Finance Broker - Self Employed / Commission onlyBaulkham Hills, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia $75,000.00-$90,000.00 3 weeks agoSydney, New South Wales, Australia 23 hours agoSydney, New South Wales, Australia 2 weeks agoHead of Commercial & Development LendingSydney, New South Wales, Australia 3 days agoSydney, New South Wales, Australia 4 weeks agoSydney, New South Wales, Australia 1 month agoSydney, New South Wales, Australia 3 weeks agoSenior Analyst/Associate - Debt Advisory - Independent Capital Advisory FirmSydney, New South Wales, Australia 2 weeks agoDeals - Transaction Services, Associate Director/ManagerSydney, New South Wales, Australia 2 weeks agoWe’re unlocking community knowledge in a new way. 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