Lending Specialist

Lending Specialist – Y Partners

About Us

Y Partners is a growing professional services firm based in the Adelaide CBD, delivering integrated solutions across Business Advisory, Tax & Accounting, SMSF, Wealth Management, Lending, Human Resources and Cloud Solutions. We have an established client base, strong referral networks, dedicated administrative support, and access to a wide range of lenders.

The Opportunity

We’re looking for an experienced and career-driven Lending Specialist ready to lead and grow our lending division! Supported by a strong internal referral network, referral partnerships and an established client base, you'll be responsible for driving lending outcomes, building relationships and expanding the lending portfolio. For the right person, there is a clear pathway to future equity and ownership.

This role will be primarily based in our Adelaide CBD office, with an expectation that the successful candidate will regularly work offsite meeting clients, strengthening referral relationships and building new business opportunities.

Key responsibilities

• Provide tailored residential, commercial and asset lending solutions aligned with clients' goals.
• Manage the end-to-end lending journey, from enquiry and pre-approval through to settlement.
• Ensure lending recommendations and documentation meet compliance and regulatory requirements.
• Proactively build strong client and referral partner relationships, expand professional networks, and generate sustainable lending opportunities through a strong referral pipeline.
• Maintain and strengthen existing relationships with external referral partners
• Review client portfolios and identify refinancing and lending opportunities.
• Collaborate with internal teams, support staff and external stakeholders to deliver outstanding client outcomes

About you

• Certificate IV in Finance and Mortgage Broking
• Diploma of Finance and Mortgage Broking (highly regarded)
• Minimum 5+ years experience
• Strong relationship building and stakeholder management skills
• Proven ability to generate lending opportunities through client and referral partner networks
• High attention to detail and strong organisational skills
• Ability to manage competing priorities in a fast-paced environment
• Self-motivated with the ability to work autonomously
• Current Australian Driver’s licence
• Current MFAA or FBAA membership highly regarded

Why Join Y Partners?

• Access to an established client book and referral opportunities

• Clear pathway to equity and future ownership opportunities

• Flexible working arrangements focused on outcomes, not hours

• Career development opportunities, including the chance to manage your own portion of the business and work autonomously within the business

• Wellbeing program, including EAP access

• Dress for your day approach

• Regular team and social events throughout the year

If you're an experienced Lending Specialist looking to take the next step in your career, we would love to hear from you! Please email your resume and covering letter to HR at [email protected].