Mortgage Associate: Pathway to Success

4 weeks ago


Sydney, New South Wales, Australia Lendi Group Full time
Role Overview

Lendi Group is seeking a highly motivated and sales-driven individual to join our team as a Mortgage Associate. In this role, you will have the opportunity to develop your skills in sales, customer service, and mortgage lending, while working towards a successful career in the finance industry.

As a Mortgage Associate, you will be responsible for handling inbound customer enquiries, making outbound contact with leads, and converting them into qualified customer appointments for our brokers. You will also have the opportunity to develop a solid foundation in sales, gain an intimate knowledge of home lending and the Australian mortgage market, and ultimately lay the building blocks for a successful future in mortgage broking or the broader finance industry.

Key Responsibilities
  • Prospecting customers over the phone and discussing their lending needs
  • Converting inbound and outbound leads into qualified customer appointments for our brokers
  • Identifying opportunities for customers to refinance their existing loans and obtain finance for new purchases
  • Leveraging your sales and relationship building skills to encourage customers to engage with our online platform prior to their appointment, where they can upload documents and provide their broker with key information
What We Offer
  • A competitive base salary and results-based bonuses paid weekly
  • Legitimate opportunities for career progression, whether that's as a broker or into another role in our wider business
  • Best-in-class sales training, a dedicated mentor, and the opportunity to learn from and enjoy healthy competition with your peers on the sales floor
  • A collaborative and supportive team environment, with regular social events and professional networking opportunities


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