Neo Finance Group is a fast-growing mortgage brokerage built on long-term relationships and consistent client results. We help clients with home loans, investment lending, refinancing, equity release, and debt recycling strategies. Our focus is clear: deliver exceptional outcomes through personal service and smart financial solutions.
Why join Neo Finance Group?
• Our business is built purely on referrals and repeat clients. You'll work with pre-qualified, engaged customers who value your expertise.
• You'll work directly with our Director, gaining exposure to high-volume, high-quality deals.
• We're growing fast and committed to helping our team grow with us.
• We're a tight, collaborative team that embraces technology, continuous improvement, and high standards in everything we do.
This role suits a driven and detail-focused professional who wants a long-term career in finance. You might be an experienced analyst, an ex-banker, or a sharp operator ready to step up.
Your day-to-day:
• Communicate with clients to collect and verify required documents
• Assess client goals, financial data, and borrowing capacity
• Structure loan applications with accuracy and attention to compliance
• Manage loan submissions through to settlement
• Maintain strong communication with clients before and after approval
• Collaborate with brokers, clients, and lenders to ensure a seamless process
• Identify and improve internal processes to lift speed and accuracy
You'll thrive here if you:
• Have at least 2 years' experience as a Credit Analyst or Loan Processor
• Hold a Cert IV or Diploma in Finance and Mortgage Broking
• Understand complex financials and can structure deals effectively
• Have excellent communication and prioritisation skills
• Work well under pressure while maintaining precision
• Are proactive, curious, and take ownership of outcomes
The rewards:
• Competitive salary package based on experience
• Performance-based bonuses for hitting key metrics
• Genuine career development with mentorship and progression pathways
If you're ready to take the next step and grow within a high-performing team that values accuracy, client care, and opportunity, we'd like to meet you.