Finance Broker - Investments

North Strathfield, Australia | Posted on 04 / 29 / 2025

Liviti Property is Australia’s premier investment advisory, renowned for pairing bespoke property strategies with best-in-market finance solutions. Our Finance Brokers empower investors to secure optimal lending structures and streamline the path to portfolio growth.

The Role

As a Finance Broker at Liviti, you’ll be the specialist who translates property portfolio plans into tailored lending strategies. Working alongside our Sales and Customer Success teams, you’ll source, negotiate, and lodge finance applications ensuring members access competitive rates, efficient approvals, and seamless settlements.

Key Responsibilities

Conduct one-on-one and Zoom consultations to assess members’ borrowing capacity, goals, and risk profiles

Research and recommend suitable lenders and loan products

Prepare and submit compliant loan applications, liaising with banks, aggregators, and solicitors to drive timely approvals

Manage the end-to-end finance process : credit assessment, valuation instructions, pre-approval, firm approval, and settlement

Keep members informed at every stage, proactively resolving queries and ensuring a high-touch experience

Maintain accurate records in our CRM, track application pipelines, and follow up on outstanding documentation

Cultivate relationships with lender BDMs, aggregators, and other finance partners to expand product access

About You

Minimum of 2 years’ experience as a Finance Broker or Mortgage Specialist, ideally focused on property investment lending

Deep understanding of lender policies, serviceability calculators, and debt-to-income ratios

Strong negotiation skills with a track record of achieving competitive lending outcomes

Exceptional verbal and written communication, able to simplify complex finance concepts for clients

Highly organised, with the ability to manage multiple applications and deadlines simultaneously

Tech-savvy : proficient with CRM platforms

What We Offer

Market-leading commission on settled loans

Daily stream of qualified finance leads focus on advisory, not prospecting

Fast-track progression into senior broking or leadership roles for high performers

Direct mentorship from Liviti’s senior investment and finance specialists

Collaborative, customer-centric culture with social events and ongoing training

Performance Metrics

Settlements : Minimum of 4 funded loans per month

Pipeline Management : 100% CRM application tracking and follow-up within 24 hours

J-18808-Ljbffr