
Credit Analyst - HNW Clients
Platinum People Group
Posted 18 hours ago
Your Next Role
Join a high-performing boutique brokerage that specializes in delivering innovative, first class financial solutions tailored to clients’ unique needs. This firm thrives on excellence, collaboration, and long-term success—not just for their clients but for their people too.
As a Credit Analyst, you’ll master the complexities of mortgage lending, build expertise in high-value investment deals, and work directly with an experienced mentor who will equip you with the skills to advance into a Mortgage Broker role.
What You’ll Be Doing:
- Manage 3-5 complex loan applications per week, working with self-employed professionals, trusts, and investment portfolios.
- Collaborate with high-net-worth clients—including doctors, dentists, and business owners—to structure strategic lending solutions.
- Become an expert in complex financial analysis, including self-employed financials, trusts, and tax structures.
- Work hands-on with cutting-edge mortgage tools such as ApplyOnline, Infinity, and proprietary finance platforms.
- Be mentored by a senior mortgage broker and successful property investor (28+ properties across Australia) with a track record of closing high-value, multi-million-dollar deals.
This is an opportunity to fast-track your career in a business that invests in you, values your growth, and provides a clear, structured pathway to becoming a successful Mortgage Broker.
Why This Role?
- Rapid Growth & Career Progression: This firm doesn’t just hire employees—they develop future industry leaders. With their “Growth Commitment Program,” they provide structured training, support, and financial assistance to help you complete your Cert IV and Diploma in Mortgage Broking & Finance.
- A Dynamic, High-Performance Culture: The team loves what they do and celebrates success. Their supportive culture ensures you’ll always feel valued, mentored, and empowered to reach new heights.
- Strong Reputation & High-Value Deals: They work with a premium clientele and deliver elite financial solutions.
- Ongoing Coaching & Training: Work with experienced brokers and an industry-leading coach who will sharpen your skills in complex lending, sales, and relationship management.
- A Company That Gives Back: They believe in positive impact—for their clients, team, and community. Expect team trips, client networking events, and charity initiatives that make your work even more rewarding.
What You Bring:
- 2-3 years of experience in residential lending (commercial lending is a bonus!).
- Strong understanding of financial statements, tax returns, and trusts.
- Confidence working with self-employed and high-net-worth clients.
- Polished communication and client engagement skills.
- Genuine interest in property investing and wealth creation.
If you’re passionate about finance, thrive in a fast-paced environment, and want a clear path within mortgage broking, this is your chance to join a company that truly invests in your future.
Ready to make an impact? - APPLY!
If you’re ready to take the next step in your career and join a team dedicated to empowering clients and fostering professional growth, we want to hear from you!
Contact Vitalii Lukianchuk at 0403 651 015 or send your CV to [email protected] to discuss this exciting opportunity.
About Platinum People Group
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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