Job Title

Add expected salary to your profile for insightsMy Finance Agent is an award-winning mortgage brokerage dedicated to helping Australians secure smarter home, investment, and business loan solutions. With offices in Sydney and Bathurst and clients across the country, we provide tailored advice and ongoing support to empower clients in achieving financial freedom and building generational wealth.We specialise in working with property investors, family-oriented clients, and financially savvy Australians who want a broker they can trustnot just for one loan, but for life.The company prides itself on a family-oriented culture that emphasizes trust, service, and education. The team enjoys a supportive environment where collaboration and long-term client relationships are prioritized over one-off transactions. The highlight for staff at My Finance Agent is the company retreat each year, where the bonds and camaraderie among team members are strengthened. This annual event enables staff to relax, connect, and build stronger relationships, fostering a supportive and collaborative work environment.About the RoleWe''re looking for a motivated and client-centric Mortgage Broker to join our growing team in NSW. Your role will be focused on the central west of NSW and be based from our Bathurst office, with the ability to work in the Sydney office as well.As part of a highly supportive environment, youll work alongside experienced brokers, customer service officers, marketing specialists, and lending associates who are committed to your success.Youll provide expert lending advice, from home and investment loans to complex refinance and SMSF lending. Our focus is on long-term client relationships, not one-off transactionsso if you enjoy educating clients, delivering value, and working collaboratively, we want to hear from you.Your Key ResponsibilitiesConduct client consultations via video, phone or in-person to assess financial goals and recommend tailored loan solutionsPrepare and submit home loan applications through platforms like Apply OnlineCompare and negotiate loan products across a broad panel of lendersManage communications between clients, lenders, solicitors, and agentsCollaborate with internal stakeholders to ensure a seamless application process through to settlementProvide regular updates to clients during the loan lifecycle, including post-settlement and annual reviewsRetain and grow client relationships by offering ongoing financial insights and product reviewsEducate clients on refinancing strategies, debt consolidation, equity access, and investment lendingIdentify opportunities to support clients with additional lending needs (e.g. asset finance, car loans, business loans)Build and maintain strong relationships with key stakeholders and referral partners in the Central West region.What Youll BringMinimum 2 years experience in mortgage broking, banking, or finance (brokerage experience highly regarded)Minimum Cert IV in Finance and Mortgage Broking (Diploma preferred)Exceptional communication and stakeholder management skillsA proactive, self-driven mindset with a genuine desire to help clients succeedStrong attention to detail, compliance, and ethical standardsSound understanding of loan structures, policies, and lending marketsPassion for property, investment, and financial literacyWhy Join My Finance AgentProfessional mentoring with over 30 years experienceDedicated loan processing and settlements teamAccess to in-house marketing support and industry-leading techHigh-quality leads, client referrals, and long-term relationshipsAnnual Home Loan Health Checks for every client (youre part of their financial journey for life)Modern tools like FileInvite, Illion, and our secure digital Fact FindValues-led culture focused on trust, service, and educationReady to Make a Difference?If you''re ready to join a brokerage that values people over process, clients over commission, and community over competitionapply today.Learn more at www.myfinanceagent.com.au #J-18808-Ljbffr