Asset Finance / Commercial Broker

• Award winning financial services firm with huge growth potential
• New role -lead rich database & your contacts will set yourself up for success
• Base + Super + Comms + Bonus + Regular Travel (open to structure)

The Company

We are an Australian mortgage brokerage providing tailored finance solutions for a diverse client base including home buyers, investors, self-employed borrowers, and commercial clients.

Established in 2002 and based in Melbourne, the company has built a reputation for simplifying the lending process and delivering personalised financial guidance across residential and commercial lending solutions.

Working with an extensive panel of bank and non-bank lenders, they support clients across a wide range of lending scenarios and structures, allowing brokers to deliver competitive and flexible funding solutions aligned with client objectives.

The business is recognised for its client-centric approach, strong lender relationships, and commitment to delivering a high-quality service experience.

The Role

A new opportunity exists to join a growing finance business launching a dedicated commercial broking division in Cheltenham, Melbourne.

Joining the business during an exciting growth phase, you will play a key role in building the commercial lending function. Backed by an established brokerage platform, strong lender relationships, and operational support, the role allows you to focus on relationship development, deal origination, and delivering tailored funding solutions.

Working across asset finance and commercial lending, you will partner with SME clients, investors, and referral networks to structure funding solutions aligned to business growth objectives. You will manage transactions end-to-end, from origination and credit structuring through to settlement, while leveraging an established lender panel and market presence.

Suited to a commercially minded broker or banking professional, the role offers autonomy, strong earning potential, and the opportunity to build a sustainable client portfolio within a supportive, growth-focused environment.
Both salaried and commission-only structures will be considered.

Key Responsibilities

• Originate and manage asset finance and commercial lending opportunities across SME and business clients
• Develop strong referral relationships with accountants, business advisers, vehicle and equipment suppliers, and other professional networks
• Structure and present high-quality finance submissions to bank and non-bank lenders
• Manage transactions end-to-end from initial enquiry through to settlement
• Provide tailored funding solutions aligned to client growth and operational requirements
• Maintain strong lender relationships to achieve competitive commercial outcomes
• Manage pipeline activity and maintain accurate CRM records
• Ensure all activities are conducted in line with compliance and regulatory obligations
• Contribute to the ongoing growth and establishment of the commercial broking division

Skills and Qualifications

Experience

• Demonstrated experience in asset finance, commercial broking, business banking, or commercial lending
• Demonstrated experience structuring and managing complex lending applications
• Proven track record of managing client relationships and achieving lending outcomes
• Established referral networks or demonstrated ability to generate new business

Qualifications

• Diploma of Finance and Mortgage Broking Management (or equivalent)
• Relevant industry accreditation and licensing required to operate as a mortgage broker
  • o MFAA or FBAA accreditation preferred
  • o RG146 qualifications or equivalent highly regarded
• Membership with a recognised industry body preferred
• Proficiency in MS Office products including Outlook, SharePoint, Teams, Word, Excel, Online Exchange and PowerPoint.

Business Development

• Ability to generate new business opportunities and maintain referral networks
• Strong understanding of asset finance and commercial lending products
• Strong relationship-building and business development capability

Personal Attributes

• Self-motivated and results-driven and ability to work autonomously
• Strong organisational and time management skills
• Ability to manage multiple transactions concurrently
• High level of integrity and professionalism
• Excellent communication and stakeholder management skills
• Commercially minded with strong problem-solving ability
• Strong organisational skills with the ability to manage multiple transactions concurrently

Remuneration and Benefits

You will also be rewarded with an attractive remuneration package commensurate with your experience, any training needs, a career path progression plan to focus on personal development activities.

This role is based in Cheltenham, Melbourne and it has excellent vehicle and public transport access.

All employees work in the office for team culture success, but this role will also require travel so a driver’s licence and vehicle are key to the success of the position.

All applicants must have the right to live and work in Australia.

This company is proud of creating a safe and supportive culture, and we welcome candidates from LGBTQIA+ communities to join the team along with encouraging and supporting disability workers to apply and we also encourage Aboriginal and Torres Strait Islander people to also apply.

If this sparks your interest, and aligns to your skills, we would like to know more about you, please apply via the link.

For further information about this exciting opportunity, please confidentially apply to the link below or head to our website to apply directly at www.theprojectdiary.com