Join a leading financial services firm dedicated to helping clients achieve their goals. Are you passionate about finance and customer success? Do you thrive in a supportive, high-performance environment where your skills and ambition are rewarded? Our firm is seeking a motivated Associate Lending Specialist to join our dynamic team in Melbourne. About the Role as an Associate Lending Specialist, you’ll work closely with experienced brokers and finance professionals to deliver exceptional lending solutions to our clients. You’ll support the end-to-end lending process - from client discovery and documentation to loan submission and settlement - ensuring a seamless client experience. This role offers hands-on learning, professional development, and clear pathways to advance into a fully accredited Lending Specialist or Broker position. Key Responsibilities Assist clients with loan applications, gathering documentation, and managing settlements Work alongside senior brokers to prepare lending proposals and recommendations Liaise with lenders, clients, and internal stakeholders to ensure smooth transactions Maintain accurate client records and compliance documentation Stay informed on lending policies, rates, and product updates About You Previous experience in a Brokerage is preferred Strong communication and relationship-building skills Detail-oriented with excellent time management Eager to learn and grow within the finance industry Residential Lending, Investment Lending, SMSF and Self Employed loan structure experience desirable Commercial Lending experience highly desirable Why Join Us Supportive and professional team culture Access to industry-leading training and mentoring Career progression opportunities within a respected firm Competitive remuneration and performance incentives Modern office environment with flexible working options If you’re looking to take the next step in your finance career and join a firm that values your growth and success - we’d love to hear from you.
