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Broker Associate

Woods & Co
Melbourne, VIC
A$75,000-$90,000 p/a + Super
Banking & Financial Services → Mortgages
Full-time
Hybrid

Posted 2 days ago


Woods & Co Recruitment have partnered with a high-performing finance business on the hunt for an experienced Broker Associate to join their team.

You’ll be managing the client journey from post-strategy to settlement, acting as the key point of contact for both clients and lenders, and owning credit-critical tasks. You’ll work alongside experienced brokers and international team members to ensure a seamless experience for every client, from first-home buyers to seasoned investors.

What’s in it for you?

  • $75,000 - $90,000 + Super
  • Work with a high-performing, values-led team that genuinely cares about client outcomes.
  • Step up into a more autonomous and technical role with lots of scope for growth.
  • Hybrid working arrangements
  • Ongoing support, training, and career development pathways.

What you’ll do:

  • Manage a large pipeline while maintaining strong communication and service levels.
  • Oversee all credit-critical tasks including income verification, servicing, valuations, pricing, and loan submission.
  • Liaise directly with clients, lenders, conveyancers, and referral partners to progress applications and resolve issues.
  • Guide clients through the post-submission and settlement stages with confidence and professionalism.
  • Coach and support international Broker Assistants and Client Service Managers on complex loan scenarios.
  • Maintain accurate records across systems like BrokerEngine, ApplyOnline, HubSpot, and internal workflow tools.

What you’ll need:

  • 2–3+ years’ experience in a loan processing, broking or client service role.
  • Strong technical knowledge in borrowing capacity, income verification, lender policy, and credit requirements.
  • Excellent communication and stakeholder management skills — you love guiding clients through the loan process.
  • Experience with ApplyOnline, FLEX/BrokerEngine, HubSpot or similar platforms.
  • Certificate IV in Mortgage Broking (required).

About Woods & Co

Mulgrave, VIC, Australia

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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