Job Summary

Marl Finance is seeking an experienced Mortgage & Finance Consultant to join our growing team.

This is a client-facing role responsible for managing lending applications from submission through to settlement while delivering an exceptional customer experience. You will work closely with clients, lenders, and internal teams to drive residential, commercial, and business finance transactions to successful outcomes.

We are looking for someone with a minimum of 3 years' experience in the mortgage and lending industry who enjoys building relationships, managing transactions, and helping clients achieve their financial goals.

Why Join Marl Finance?

The Marl Ecosystem

At Marl Finance, we're building more than a finance brokerage.

Through the Marl Ecosystem, we provide clients with access to a comprehensive range of services that support their finance, property, and business goals. This enables our team to deliver greater value, build deeper client relationships, and create opportunities beyond a single transaction.

What We Offer

Competitive salary package plus performance incentives

Opportunity to work across residential, commercial, and business finance

Exposure to a diverse range of clients and lending scenarios

Career progression opportunities within a growing business

Modern systems and streamlined processes

Supportive and collaborative team culture

Access to the broader Marl Ecosystem and referral opportunities

Opportunity to make a genuine impact on client outcomes and business growth

Job Description

Client Relationship Management

Act as the primary point of contact for clients throughout the application process

Build strong client relationships through proactive and professional communication

Provide timely updates, guidance, and support

Manage client expectations and deliver an outstanding customer experience

Application & Transaction Management

Manage and progress lending applications efficiently

Liaise with clients, lenders, solicitors, valuers, and internal stakeholders

Monitor application pipelines and proactively address delays

Ensure all documentation and information requirements are completed accurately and promptly

Maintain accurate records and transaction status updates

Deal Execution & Settlement

Drive transactions through to approval and settlement

Maintain momentum across active applications

Resolve issues and obstacles quickly and effectively

Support strong conversion and settlement outcomes

Team Collaboration

Work closely with Relationship Managers, Credit Analysts, and Operations staff

Support process improvements and operational efficiency initiatives

Contribute positively to a high-performance and collaborative culture

About You

To be successful in this role, you will have:

Essential Requirements

Minimum 3 years' experience within the mortgage, lending, banking, or finance industry

Proven client-facing experience with strong relationship management skills

Excellent verbal and written communication skills

Strong customer service mindset and ability to build trust with clients

High attention to detail and organisational skills

Ability to manage multiple transactions simultaneously

Strong problem-solving and time management capabilities

A proactive, accountable, and solution-focused approach

Highly Regarded

Mortgage broking experience

Residential and commercial lending experience

Experience in retail, business, or commercial banking

Credit analysis or loan processing experience

Experience managing applications from submission through to settlement

Understanding of lender policies, credit requirements, and lending structures

Apply Now

If you're an experienced finance professional who enjoys working directly with clients and managing transactions from application through to settlement, we'd love to hear from you.

Apply now with your resume and a brief cover letter outlining your experience and suitability for the role.