Finance Broker
teamsquared · Posted Feb 2, 2026
- Remote, Australia
- Remote
- Full-time
- 2+ years
Support Australian-based boutique mortgage brokerage as a Finance Broker, managing loan files from enquiry to settlement and post-settlement follow-up.
Compensation
Remote work flexibility with a competitive compensation package.
Responsibilities
- Manage loan applications from initial enquiry through to settlement and post-settlement follow-up
- Draft and manage client communications, including information requests and status updates
- Collate, review, and input supporting documentation into CRM and workflow systems (e.g., Asana, Dropbox, MyCRM)
- Review and analyze financial documents, including tax returns, income statements, balance sheets, and credit reports
- Assist with residential servicing assessments and preliminary credit analysis