
Finance Strategist (Broker) Support
Infinity Group Coaching
Posted 25 days ago
We make finance fun — and we’re damn good at it.
At Infinity Group, we’re flipping the script on what it means to build wealth. Backed by visionary leadership, a legacy of industry-shaking strategies, and a team that knows how to win, we’re here to empower Australians to achieve financial freedom — faster, smarter, and better. Just check out our enormous list of industry awards.
Now, we’re looking for more detail-driven Broker Support team members to join us and become the powerhouse behind our Strategists — ensuring every strategy turns into a smooth, fast settlement.
🚀 About the Role
As Broker Support, you won’t be buried in back-office admin or following generic checklists. You’ll be a central part of the client journey, making sure every loan is lodged perfectly, every doc is collected on time, and no ball is ever dropped.
You’ll be the operational engine room — helping our Finance Strategists shine, and our clients settle their loans with confidence and clarity.
Expect high energy, high accountability, and high-impact work that truly matters.
💥 Key Responsibilities
Collect supporting docs and lodge loan applications through ApplyOnline
Stay in close contact with lenders to push deals through quickly and cleanly
Keep clients informed throughout the process, delivering regular updates and clear next steps
Chase missing info, spot inconsistencies, and ensure every deal is compliant
Order valuations, manage pre-approvals, top-ups, and variations
Maintain CRM accuracy and log every client touchpoint
Communicate with third parties — real estate agents, conveyancers, developers, valuers
Identify review opportunities and help book clients back in with their Strategist
Deliver industry-beating customer service from start to finish
Hit and exceed key KPIs:
12 loan lodgements/month
$0–$7M settlements/month (after 3-month grace)
90%+ compliance audit pass rate
Zero at-fault complaints
✅ Required Qualifications
Cert IV in Finance & Mortgage Broking (preferred, not essential)
FBAA or MFAA accreditation (bonus)
Clear Police & Credit Check (mandatory)
1–2 years in loan processing, broking support, or a similar financial services role
Confidence with CRM systems and loan portals (like ApplyOnline)
🌟 Why Join Us?
Endless growth opportunities; we’re growing fast, and we promote from within
Ongoing professional training
Work alongside some of Australia’s top finance and property strategists
A fun, high-performance culture where innovation is celebrated
If you’re sharp, client-focused, and ready to build a meaningful career — one where we back you at every turn to make sure you win — this could be the move that changes everything.
About Infinity Group Coaching
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.
Finance Broker (Strategist)
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