Relationship Officer

• EARN: $70,000 - $90,000 PA + Performance Incentives | Negotiable Based on Experience
• Join a Fast-Growing, Broker-Focused Business at a Pivotal Point in the Industry's Evolution
• 6-Month View to Perm | Remote-Friendly + Travel Support | Leadership Influence | MFAA & PD

About The Company

Our client is a fast-growing mortgage mentorship and aggregation business supporting new and experienced brokers to build sustainable, compliant, and high-performing broking practices across Australia. With broker market share at record highs — now accounting for 77.6% of all new residential lending, our client is perfectly positioned to capitalise on the industry's momentum. Known for their genuine, broker-first approach, the business offers a full suite of tools, lender relationships, training programs, and mentorship support to help brokers scale with confidence.

About The Opportunity

The primary purpose of this position is to serve as the primary point of contact for our broker network — driving broker engagement, performance, recruitment, and retention while helping brokers scale their businesses across Australia.

Reporting directly to the Principal/Director, some of your responsibilities will include:

• Managing a portfolio of active brokers through structured monthly business reviews and regular check-ins (in-person, phone, and virtual)
• Identifying, engaging, and converting prospective brokers — including career changers, existing brokers seeking better support, and banking professionals transitioning to broking
• Monitoring broker activity, submission rates, and settlement volumes; proactively supporting underperforming brokers before disengagement occurs
• Maintaining a live CRM pipeline of broker prospects, tracking all touchpoints, follow-ups, and conversion stages
• Guiding prospective brokers through MFAA/FBAA compliance pathways, ACL/credit representative onboarding, and mentorship program
• Supporting the rollout of AI-assisted lead generation tools and CRM platforms to drive technology adoption across the broker network
• Building referral relationships with industry partners including accountants, financial planners, real estate agents, and lender BDMs
• Attending MFAA, FBAA, and aggregator industry events to raise our profile and expand your broker network
• Providing weekly recruitment pipeline reports and monthly broker performance summaries to leadership

About You

The successful candidate will have:

• Minimum 2–3 years' experience in the Australian mortgage broking, aggregation, or lending industry
• Demonstrated experience in a relationship manager, account manager, or broker-facing role
• Strong understanding of the Australian mortgage broking landscape — MFAA/FBAA membership, ACL obligations, credit representative structures, and ASIC compliance requirements
• Proven track record of meeting or exceeding recruitment, retention, or sales targets
• Outstanding interpersonal, communication, and presentation skills — equally effective one-on-one and in group settings
• Confidence using CRM systems to maintain a structured pipeline and prioritise broker outreach with data
• Ability to work independently, manage a large broker portfolio, and prioritise without close supervision
• Ideally, experience at an aggregator (e.g. Connective, FAST, AFG, Finsure, Outsource) or as a lender BDM
• A self-directed, commercially driven mindset with genuine passion for the mortgage broking industry

What's in it for You?

• Great Opportunity to Earn — Competitive Base Salary + Performance Incentives tied to broker recruitment, retention, and settlement growth | Travel Allowance + Super
• 6-Month Initial Contract with a Strong View to Permanent Appointment Based on Performance
• Flexible & Remote-Friendly Working Arrangements with Travel Support for Interstate Broker Visits
• Work Directly with Leadership — Genuine Influence Over Strategy & Direction in a Growth-Stage Business
• Ongoing Professional Development — MFAA Membership, Industry Events & AI-Assisted Broking Tools

Apply today and don't miss out on starting this opportunity as soon as possible!