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Mortgage Broker

Robert Walters - Melbourne, VIC

Banking & Finance
Source: uWorkin


Our client is a Wealth Management firm who offers services across financial planning, accounting, property, investments, superannuation and retirement planning. Due to exciting growth are now looking for a Mortgage Broker to join their team on a six month contract with the possibility to transition to permanency.

As the successful Mortgage Broker you will be responsible for the following:

  • Liaising with clients to book appointments
  • Meet with all potential clients to assess their needs through mediums such as face-to-face, Zoom and Phone
  • Conduct loan interviews and ensure all information and supporting documentation is received
  • Direct liaising with other Mortgage Brokers on applications to be processed
  • Compiling and collating loan applications
  • Database management and updating of client files throughout the application process
  • Loan structuring and submission to lenders
  • Loan sign-ups and following/managing loans through to settlement
  • Post-settlement tasks such as updating client information and database
  • Communicating with lenders, solicitors, real-estate agents etc. to ensure deadlines are met

The preferred candidate will need to have a Finance/Brokerage background and sales experience, as well as high level of customer service and an eye for opportunities to up sell and cross-sell all products we offer.

What We Are Looking For In You
  • Immediately available
  • Excellent communication and interpersonal skills and the ability to build rapport with customers over the phone
  • Certificate IV in Finance and Mortgage Broking qualification
  • Preferred but not essential, knowledge of multiple panel of lenders and products to identify the best outcome for our customers’ needs
  • Strong organisational skills and Time Management
  • Attention to detail and ability to work autonomously
  • Enthusiastic, motivated, positive mindset to be successful

To apply please click apply. We are currently receiving high application volumes, if your application is suitable we will contact you, if it is unsuitable you will be advised by email. To discuss confidentially call Georgia Atherton on +61 3 8628 2103.