Who are we?

LMG is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Proudly family-owned and led, LMG supports businesses operating under their own brand, or the Loan Market brand, and partners with over 70 banks and lenders. The business has grown rapidly, with LMG brokers in both countries helping over 330,000 customers settle over $126 billion worth of loans in FY24.

We’re not a conventional company with a lot of rules and hierarchy, and we don’t intend to become one. We live our values in everything we do: Compassion for our customers, doing what we say, being curious and thinking openly, going further together, and staying hungry but humble. We’re a large company with a start-up attitude. Our success is driven by hiring outstanding people and accepting nothing less than being the best at what we do.

We are proud to be named Australian Financial Review BOSS Best Place to Work - Banking, Superannuation and Financial Services & in 2025!

About the role:

The Equipment Finance Associate role will convert referral applications for clients of LMG Asset and its related entities in a fast, efficient and accurate manner whilst maintaining elite customer service and communication.

Activity:

Service Delivery:

• Responding to customer inquiries in a fast and efficient manner
• Speaking to customers over the phone to find out their needs and requirements
• Reviewing credit applications submitted to us for creditworthiness
• Accurately and efficiently assess credit applications we receive and determine: The most appropriate lender suitable to the client's needs and requirements; or The lender selected by the partner is suitable based on the application received
• Sell the services of LMG Asset Finance to its clients, including finance and insurance products, within the set regulatory guidelines
• Maintain a high standard of professionalism at all times with all clients, lenders, insurers, and colleagues.
• Maintain a high standard of customer service at all times and keep partners and clients up to date at every turn
• Accessing lender systems to: Submit and/or update applications for credit on behalf of the client, Upload application supporting documents, Check for updates on the approval status of submitted applications, Generate loan contracts, Submit loan contracts for settlement or Check for updates on the status of contracts which have been sent for settlement
• Contacting vendors to arrange invoices where required
• Provide general advice to clients in relation to insurance products they may qualify for
• Generate loan contracts
• Achieve required KPI’s for individual daily productivity
• Any other responsibilities in line with the level of the position as assigned by the Supervisor and/or the Company.
• Be proactive in work chats to assist in staff questions and scenarios

Risk:

• Ensure all lender and insurer policies and guidelines are followed at all times
• Reviewing Anti-money Laundering compliance documents for accuracy and possible fraud, including Certified ID, in line with lender, ASIC, and AML/CTF guidelines
• Reviewing vendor invoices for accuracy and compliance
• Ensure all work practices are conducted in accordance with all finance compliance requirements
• Identify and report instances of non-compliance appropriately.
• Understand and maintain compliance with the National Consumer Credit Protection Act at all times

Efficiency:

• Check for updates on the status of contracts which have been sent for settlement
• Contacting the client and/or partner to provide updates on the settlement process
• Accurately input client data into Salesforce and any other system you operate
• Maintain a high level of knowledge of products and policies for all lenders and insurers that LMG Asset Finance is accredited
• Ensure all work is completed in a fast, efficient, and accurate manner
• Maintain a high level of attention to detail in all aspects of the role
• Follow all reasonable management directions

Experience:

12+ months experience in commercial or asset finance