Lending Adviser
Core
Manage clients from initial discovery through to settlement, providing strategic credit advice and building trusted long-term relationships.
Role type
Senior Lending Adviser / Mortgage Broker
Builds
Residential, investment, and refinancing loan products for individual and business clients
Domain
Australian Financial Services / Mortgage Broking
Deliverable
client delivery
Required skills
complex deal structuring, credit assessment, regulatory compliance, product research, loan submission preparation, stakeholder coordination, commercial judgement
Preferred skills
MyCRM experience, SMSF lending experience, self-employed client experience
Technologies
MyCRM
Responsibilities
Assess clients' financial positions and borrowing capacity, research and compare lender products, prepare loan submissions and verify documents, maintain communication with lenders and settlement agents, meet responsible lending obligations, collaborate with accounting and wealth teams
Seniority
Mid-Senior, hands-on IC