Mortgage Broker

🚀 WE’RE HIRING IN 2027 | EXPERIENCED MORTGAGE BROKER
Location: Hamilton, Newcastle NSW
Position: Experienced Mortgage Broker
Experience: Minimum 3 years
Commencement: Early 2027
Employment: Full-time
Neo Finance Group is seeking expressions of interest from experienced mortgage brokers looking for their next career opportunity in 2027.
With some exciting changes ahead, we’re looking for someone who brings experience, ambition and personality to our growing team.
A LITTLE ABOUT US
Neo Finance Group is an award-winning mortgage brokerage based in Hamilton, Newcastle.
We specialise in residential lending, property investment, portfolio growth and strategic loan structuring.
Our approach is simple. We don’t believe mortgage broking should be about finding the cheapest interest rate and calling it a day.
We focus on understanding our clients’ goals, developing lending strategies and helping Australians build long-term wealth through property.
We’ve built a business around strong relationships, exceptional client experiences and a culture where people genuinely enjoy coming to work.
We’re ambitious, we’re growing, and we don’t take ourselves too seriously. 😂
THE ROLE
We’re looking for an experienced mortgage broker who is confident managing clients, developing lending strategies and working collaboratively with our credit and support team.
Your responsibilities will include:
🏡 Managing residential and investment lending enquiries from initial consultation through to settlement.
🏡 Conducting client discovery meetings and understanding short-term and long-term financial goals.
🏡 Developing tailored lending strategies, including refinancing, equity releases, investment purchases and portfolio structuring.
🏡 Assessing borrowing capacity, lender suitability and credit policy requirements.
🏡 Presenting recommendations and guiding clients through their lending journey.
🏡 Building and maintaining strong relationships with clients, referral partners and industry professionals.
🏡 Working closely with our credit analysts and client services team to deliver an exceptional client experience.
🏡 Identifying opportunities to help existing clients achieve their next property goals.
WHAT WE’RE LOOKING FOR
✅ Minimum 3 years’ experience as a mortgage broker.
✅ Certificate IV in Finance and Mortgage Broking as a minimum, with a Diploma highly regarded.
✅ Strong knowledge of residential lending, investment lending and lender credit policies.
✅ Experience with complex lending scenarios, self-employed borrowers and investment loan structures.
✅ Excellent communication, relationship management and presentation skills.
✅ Ability to manage your own workload and take ownership of client outcomes.
✅ Strong attention to detail and commitment to compliance.
✅ A genuine interest in property, finance and helping clients build wealth.
Experience with Mercury Nexus and Connective would be advantageous.
WHAT YOU’LL GET
🔥 An established, award-winning brokerage with a growing client base and strong referral network.
🔥 Access to an experienced credit and administration support team.
🔥 Opportunities to work on interesting lending scenarios beyond standard owner-occupied purchases.
🔥 A collaborative environment where your ideas and experience are valued.
🔥 Opportunities for professional development and career progression.
🔥 A business with genuine growth ambitions heading into 2027.
🔥 A workplace where professionalism and personality go hand in hand.
THE PERSON WE WANT
Experience matters, but personality and attitude matter just as much.
We’re looking for someone who’s confident without having an ego, ambitious without needing constant supervision and professional without being boring.
Someone who enjoys building relationships, solving problems and being part of a team.
We’re not looking for someone to simply fill a desk.
We’re looking for someone who wants to play a part in where Neo goes next.
INTERESTED?
We’re accepting confidential expressions of interest now, with an anticipated commencement in early 2027.
If you’re an experienced mortgage broker considering a change, I’d love to hear from you.
Send me a private message on LinkedIn to arrange a confidential conversation.
And if you know someone who sounds like the right fit, please share this opportunity with them.
2027 is shaping up to be a big year for Neo. Let’s find the right people to build it with. 🚀
Evan Reid
Director | Neo Finance Group

Work arrangement
Yes