Direct report to: Head of WFG
Department: WFG – Wholesale Funding Group
Location: Sydney or Melbourne
Job Purpose/Primary Objective
Wholesale Funding Group is a respected non-bank and alternative lending institution committed to delivering flexible, personalised funding solutions to individuals and businesses whose circumstances may not align with traditional banking criteria. WFG partners closely with brokers and strategic channels to support sustainable growth and strong customer outcomes.
Website: https://wholesalefunding.com.au/
Role Purpose
The Business Development Manager (BDM) is responsible for driving the growth of WFG’s mortgage and lending portfolio by managing and expanding broker and channel relationships, identifying new business opportunities, and achieving settlement and revenue targets. This role requires strong mortgage industry expertise, a deep understanding of broker-led distribution, and the ability to add value to brokers by supporting deal structuring and case progression. You will manage an established portfolio of aggregator and broker relationships while actively developing new channels to support WFG’s continued growth.
Specific Accountabilities:
Business Development
- Achieve minimum monthly settlement targets and annual settlement targets aligned with WFG’s growth strategy.
- Develop and execute effective business development and outbound sales strategies to grow WFG’s loan portfolio.
- Identify, qualify, and pursue new business opportunities through proactive outreach, cold calling, industry networking, and digital platforms.
- Maintain a strong pipeline of opportunities to ensure consistent performance against targets.
Broker & Channel Management
- Manage and grow an established portfolio of brokers and aggregator relationships.
- Build strong, long-term relationships with mortgage brokers, introducers, and strategic partners.
- Act as a trusted point of contact for brokers, supporting them with case guidance and product knowledge.
- Assist brokers in understanding WFG’s credit appetite, policies, and lending solutions to improve deal quality and conversion.
Strategic Partnerships
- Establish and strengthen strategic alliances with banks, mortgage management firms, real estate agencies, and other referral partners.
- Drive cross-industry cooperation to expand customer reach and referral opportunities.
- Represent WFG at industry events, broker forums, and networking functions to enhance brand presence.
Internal Collaboration & Market Feedback
- Coordinate with internal credit, operations, marketing, and product teams to ensure high service standards and positive broker experiences.
- Provide structured feedback on broker and customer needs to support product development and process improvement.
- Contribute to WFG’s broader business development planning, including growth initiatives, target segmentation, and execution pathways.
This position description is meant to reflect the particular attributes required at a point in time and is not meant to be definitive. The position’s duties, responsibilities, competencies and other attributes will evolve or vary depending on the company’s needs. In addition to the responsibilities specified here the position holder is to perform any other duties as reasonably requested. Specific performance targets will be negotiated as a part of Award Global’s regular performance planning and review process.
Selection Criteria (Qualifications/Skills/Experience)
Essential Experience & Qualifications
- 3–7+ years’ experience in Business Development, Account Management, or Sales within the mortgage lending, funder or non-bank lending space. OR previous experience as a Mortgage Broker (minimum 3 years).
- Strong understanding of the mortgage industry, broker channel dynamics, and end to-end lending processes.
- Comprehensive knowledge of consumer and business lending principles and practices.
- Proven experience working in a target-driven, results-oriented sales environment.
Skills & Capabilities
- Bilingual proficiency in Mandarin and English (essential).
- Strong relationship management and rapport-building skills.
- Ability to confidently present and influence a range of audiences, including brokers and senior stakeholders.
- Strong negotiation skills with the ability to adapt communication styles to different stakeholders.
Personal Attributes
- Positive, proactive, and resilient mindset with high levels of tenacity and drive.
- Clearly results-oriented, with a strong focus on best-practice outcomes.
- Comfortable working independently while collaborating effectively with internal teams.
- High degree of professionalism, integrity, and ethical standards.
