At a Glance
- Tasks: Help clients secure finance for property, vehicles, and more while providing expert advice.
- Company: Join PURELEND, a diverse and supportive asset finance brokerage.
- Benefits: Earn a competitive salary of $85,000–$90,000 plus superannuation and enjoy career growth.
- Other info: Dynamic work environment with opportunities for professional development.
- Why this job: Make a real difference in people's financial journeys and build lasting relationships.
- Qualifications: Diploma in Finance and three years of relevant experience required.
Salary $85,000–$90,000 per annum + superannuation
Working as a Finance Broker with PURELEND, you will be joining a diverse team of brokers in an experienced Asset Finance Brokerage. In this role, you will be assisting customers from your established network of introducers, referrals & direct customer inquiries, to obtain finance from our extensive panel of lenders. You will have a customer-centric approach to sales, servicing dynamic finance inquiries including property, vehicles, leisure, equipment, personal loans and more.
Duties and Responsibilities
The Finance Broker is responsible for assessing clients’ financial circumstances and lending needs, providing professional mortgage and finance advice, recommending suitable loan products, managing loan applications from enquiry to settlement, liaising with lenders and other stakeholders, and ensuring all services are delivered in compliance with relevant legislation, industry standards, and responsible lending obligations.
What We Offer
- Competitive base salary of $85,000–$90,000 plus superannuation.
- A supportive and multicultural working environment.
- Long-term professional development and career progression opportunities.
Key Responsibilities
- Assessing clients’ financial circumstances, borrowing capacity, and lending objectives to identify suitable finance solutions.
- Determining clients’ mortgage and finance requirements by reviewing their financial information, credit history, and available loan products.
- Researching, comparing, and recommending appropriate home loan and finance products from an approved panel of lenders to meet clients’ individual needs and objectives.
- Meeting with clients to explain loan products, lending policies, interest rates, repayment options, fees, risks, and the advantages of different finance solutions.
- Preparing and reviewing loan applications and supporting documentation to ensure accuracy, completeness, and compliance with lender and regulatory requirements.
- Acting as an intermediary between clients and lenders throughout the loan application process, liaising with all relevant parties to facilitate timely approval and settlement.
- Monitoring and managing the end-to-end mortgage process, including following up outstanding documentation, responding to lender queries, and keeping clients informed of application progress.
- Preparing finance proposals, loan comparisons, repayment schedules, and other documentation to assist clients in making informed borrowing decisions.
- Maintaining strong relationships with lenders, referral partners, and industry stakeholders to deliver high-quality lending solutions and service outcomes.
- Generating new business through networking, referral partnerships, client referrals, and other business development activities.
- Following up on enquiries and qualified leads, conducting client consultations, and converting opportunities into successful loan settlements.
- Providing ongoing post-settlement support by reviewing clients’ lending needs and identifying opportunities for refinancing or additional finance products as their circumstances change.
Skills and Experience Required
- A minimum Diploma in Finance or a related field.
- At least three years of relevant experience.
Finance Broker employer: Business Nest
LT Fresh Produce Pty Ltd, trading as Midwest Vegetables, is an exceptional employer located in the vibrant Geraldton region of Western Australia. With a strong commitment to employee growth and development, we offer competitive salaries, comprehensive benefits, and a supportive work culture that values teamwork and innovation. Join us to be part of a large-scale vegetable farming operation that prioritises sustainability and efficiency, while providing you with the opportunity to enhance your skills in modern agricultural practices.
