Broker at BlueRock

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

14 Jan, 26

Salary

0.0

Posted On

16 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Building, Proactive Advice, Client Management, Lending Strategies, Regulatory Compliance, Networking, CRM Management, Team Collaboration

Industry

Financial Services

Description

Do things you 💙 with people you care about and good things happen. We’re an entrepreneurial multi-disciplinary firm that is changing the way people and clients view professional services. BlueRock was created to be different to other firms – a disruptor by nature. From day one, that has been a central element that has attracted both clients and people to it. That difference, together with the entrepreneurial drive provided by its founder, Peter Lalor, has enabled BlueRock to grow incredibly quickly. With services across Accounting, Law, Finance, Wealth, General Insurance and Marketing we provide a seamless experience to clients as they grow their business and invest in their future. Not only that, we put our people first, in 2025 our BlueRockers said… 82% of our people are proud to work for BlueRock 88% feel they can arrange time out from work when needed 93% feel their leader genuinely cares about their wellbeing and 84% feel someone in management has shown a genuine interest in my career aspirations 90% feel they are part of a team and that there’s two-way open and honest communication Join our growing Finance team and work alongside other awesome and commercial professionals. This permanent full-time opportunity is perfect for someone looking for a flexible, fun and empowering workplace to expand their skills and grow their own portfolio. BlueRock Finance is looking for someone who prides themselves on building and maintaining relationships, cemented by sound and proactive advice on all things finance. What you’ll be doing Maintain, develop and grow an existing client portfolio with recurring business and referrals from happy clients being the end goal. Manage both the residential and commercial lending application process from enquiry through to settlement. Maintaining organization through different online CRM platforms, such as MyCrm to monitor client interactions, inquiries, and application progress. Presenting lending strategies and other tailored advice to clients. Nurture and grow a network of both internal and external contacts, including collaborating with Directors / Leaders from other BlueRock divisions to develop relationships and further cement your referral base. Understand and operate within relevant Regulatory and Compliance legislation, working through any compliance issues About BlueRock Finance BlueRock Finance is a team of enthusiastic finance experts who really know their stuff. Always hungry and thinking ahead, we help our wonderful clients make the most of every opportunity while helping them achieve their business and personal goals. Whether it’s a first home or a commercial lease, our close-knit and friendly teamwork together diligently to make it happen! We want to hear from people who: Have a Certificate IV in Mortgage Broking. Have a minimum of 2 years experience in a similar Broker role. Prior Business Banking experience is beneficial. Feel passionate about property, people and finance. Embrace change and thrive in a fast-paced environment. Our people love to work for us, here’s why! We believe in work-life integration this approach allows our people to find the balance that works best for them, accommodating their individual needs and day-to-day flexibility whilst also recognising the value of connecting in our amazing office. We have our very own BlueRock public holidays to give our people the day off, on us! Free weekly lunches, awesome social events (including a social club – winery tours to museum tours), and an amazing headquarters in the CBD. Access to 24/7 wellbeing, medical and safety support through our partner Sonder. Receive mentoring and coaching from industry leaders We are known for creating plenty of opportunities for growth and promotion. An inclusive and diverse workplace culture centred on meaningful work, wellbeing and fun. For more amazing perks of working at BlueRock and employee benefits – head to our careers page! Or check us out on our socials and TikTok, @BeBlueRock 😎 How to apply: If this sounds like you, then please click on the "Apply" button and follow the prompts. If you think you have what it takes, but don’t necessarily meet every single point on the job description – please still apply. We’d love to see if you could be a great fit and we can't wait to meet you! For any questions regarding this opportunity or if you require adjustments to participate in the recruitment process, please reach out to John O’Hare at john.ohare@thebluerock.com.au or Lee Kelly at lee.kelly@thebluerock.com.au Please be advised that BlueRock or any of its related or controlled entities do not accept unsolicited contact or resumes from Recruitment Agencies. Even in 2024, it needs to be said, BlueRock is a workplace committed to equal employment opportunities regardless of age, citizenship, colour, disability, gender and gender identity, marital status, nationality, race, sexual orientation, or veteran status.

Responsibilities

Maintain and grow an existing client portfolio while managing the lending application process from enquiry to settlement. Present tailored lending strategies and nurture a network of contacts to enhance referral opportunities.