Finance Broker

Company Description CoreLend is a customer-focused finance brokerage committed to making lending simple, clear, and less stressful for clients. The team takes time to understand individual goals and designs loan solutions that fit real-life needs, not just the numbers. With access to a broad network of lenders and deep expertise in the Australian lending market, CoreLend manages the complexity of home buying, refinancing, and investment lending. The company builds long-term relationships through honest advice, personal service, and tailored lending strategies. CoreLend’s mission is to deliver smarter lending solutions and ongoing support at every stage of a client’s financial journey.
Role Description The Finance Broker will work in a contract, remote role, helping clients identify and secure suitable lending solutions across residential, investment, and commercial finance products. Day-to-day responsibilities include assessing client financial situations, clarifying goals, and recommending appropriate loan options based on risk profile, affordability, and long-term objectives. The role involves preparing and submitting loan applications, coordinating documentation, and liaising with lenders, insurers, and other stakeholders to ensure timely approvals and smooth settlements. The Finance Broker will provide clear, transparent explanations of products, fees, and conditions, while maintaining regulatory compliance and accurate records. Ongoing duties include monitoring client portfolios, identifying opportunities for refinancing or restructuring, and delivering proactive follow-up and service.
Qualifications
Strong knowledge and practical experience in Finance and Financial Services, including lending products and credit assessment.
Competence in Financial Planning, with the ability to understand client objectives and align lending solutions with broader financial goals.
Experience in Commercial Finance, including business lending, equipment finance, or commercial property loans.
Understanding of Insurance as it relates to lending, such as mortgage protection, income protection, and risk mitigation strategies.
Relevant industry accreditation or license (e.g., mortgage/finance broker accreditation, compliance with local regulatory requirements).
Excellent analytical, numerical, and negotiation skills, with strong attention to detail and documentation accuracy.
Clear, professional communication skills, with the ability to explain complex products in simple terms and build trust-based client relationships.
Self-motivated and organized, able to manage a remote workload, meet deadlines, and handle multiple client files concurrently.

Work arrangement
Yes