Strategic Mortgage Broker

7 months ago

Hawthorn East, Australia Property Planning Australia Full time

**About Us**:
We deliver leading-edge property planning and strategic mortgage broking advice, supported by first class service. Our mission is to educate and empower our clients to create their ideal lifestyle.

We take a strategic approach to mortgages, setting up loan structures that support our clients in money management, maximising tax deductions, offset utilisation, and risk management, as opposed to rate selling. We understand that a mortgage is so much more than an interest rate.

We pride ourselves on excellence in customer service. Our average ‘Net Promoter Score’ response from clients since 2019, based on the likelihood to refer friends and family, is 9.7 out of 10 and we are thrilled to have been recognised with dozens of awards since 2004 for the company and team.

We are looking to add another Strategic Mortgage Broker to our vibrant team.

**What we provide you**:

- Portfolio: Existing database of up to 200 clients to begin with.
- Potential for Credit Analyst (broker assistant) support once settling $20M over a six month period.
- Mortgage broking and strategy mentoring from seasoned Strategic Mortgage Broking team leader, 16 years in the business who settles $10M+ per month.
- Monthly training - covering a range of internal policies, procedures and cyber security.

**About the role**:

- Client liaison: Meet with clients (both new and existing) to understand their financial goals and assess their requirements and objectives.
- Assessment: Gather information about the client’s financial situation to provide personalised mortgage strategy advice, complete an assessment of their borrowing capacity and viable lender options, then provide a recommendation in line with the client’s requirements, objectives and best interests.
- Compliance: Comply with NCCP and ASIC Regulations on Responsible Lending and Best Interest Duty Obligations and follow internal policy and procedures to a high standard.

**What we are looking for**:

- Work Experience - 3-4 years working as a qualified mortgage broker (experience as a credit analyst will be considered).
- Qualifications - Certificate IV in Finance and Mortgage Broking & Professional Membership with either MFAA or FBAA
- Very strong with numbers & maths & lender policy knowledge
- Self-motivated and highly organised and can evidence that to this point in their career, has a good work ethic/attitude.
- Confident with humility to understand that year 1 can feel like taking a step backwards, in order to take two or three steps forward to build a good foundation and success in the long run - you will understand that learning mortgage strategy to a reasonable level will take at least a year, connecting with their client base and building a pipeline takes time (first lodgement may take 3 months, a pre-approval client may not purchase for 3 to 6 months and may not settle for 6 to 12)
- Wants to learn beyond mortgage broking - has an interest in strategy and property planning and are eager to go.
- Long term career goal is to be a successful high earning strategic mortgage broker - potential opportunity to become a future team leader, but that would be a 3 to 10 year trajectory. You want to be part of a team and does not have goals of running their own business.
- Software: proficient with Microsoft Excel and prior use with Connective Mercury CRM is advantageous

**Salary**: $70,000.08 - $90,000.00 per year

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission

Ability to commute/relocate:

- Hawthorn East, VIC 3123: Reliably commute or planning to relocate before starting work (required)

Work Authorisation:

- Australia (preferred)

Work Location: Hybrid remote in Hawthorn East, VIC 3123

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