Mortgage Broker

1 week ago

Malvern East, Australia Hatch Financial Services Full time

**Job Overview**:
**The role**:
In your role as a Mortgage Broker you will be required to:

- Meet with clients to discuss their financial situation, needs, and objectives
- Conduct full assessment to determine clients’ eligibility for various mortgage products. This includes reviewing credit reports, bank statements, payslips, income statements, tax returns, financial statements and other financial documents
- Provide advice on mortgage options and financial products that best meet their requirements
- Keep up to day with the latest mortgage products, interest rates etc and provide clients with information on all loan options recommended
- Ensure all activities comply with relevant laws, regulations, and company policies
- Use Nexus to complete all compliance activities
- Maintain accurate records of client interactions and transactions in Nexus
- Provide exceptional customer service
- Supporting clients post loan settlement with annual reviews and on an ad hoc needs basis
- Train the loan processing team members on all aspects of credit and how to execute the individual steps necessary for their job
- Assist create/review/update loan processing workflow templates in the CRM

**Requirements**:

- At least 5 years of experience in the Australian mortgage industry
- Certificate IV in Finance and Mortgage Broking
- Other university qualifications in Finance or Business Administration highly valued
- Extensive experience with AOL, Connective Nexus, Quickli is essential
- Ability to work effectively both independently and as part of a team
- Strong attention to detail and a client-focused approach
- Excellent time management skills
- Excellent verbal and written communication skills.

**What We Offer**:

- Competitive compensation
- Opportunities for professional development and growth
- Supportive and collaborative work environment

**How to Apply**:
Pay: $73,500.00 - $78,000.00 per year

**Education**:

- Graduate Certificate / Graduate Diploma (required)

Work Location: Hybrid remote in Malvern East, VIC 3145

  • Mortgage Broker

    9 hours ago

    Malvern VIC, Australia Aussie Full time $90,000 - $120,000 per year

    Company DescriptionFor 30+ years, Aussie has helped 1.5 million Australians achieve homeownership. Today, we're also helping them find, buy, and own — not just with loans, but with buyer's agents, conveyancing, and more.Backed by a trusted brand, award-winning support, and cutting-edge tech, we're equipping brokers to grow stronger, faster, and smarter.Job...

  • Mortgage Broker

    2 weeks ago

    East Melbourne, Australia Aussie Full time

    **Company Description** For 30+ years, Aussie has helped 1.5 million Australians achieve homeownership. Today, we’re also helping them find, buy, and own — not just with loans, but with buyer’s agents, conveyancing, and more. Backed by a trusted brand, award-winning support, and cutting-edge tech, we’re equipping brokers to grow stronger, faster,...

  • Associate

    2 weeks ago

    Doncaster East, Australia The Loan Room Full time

    **About the role** If you're looking to grow within the finance industry we will provide the in depth training for you to assist and work alongside a team of experienced and qualified mortgage brokers. This position will be a key role as The Loan Room continues to grow. You will be working with the broker, client, and our support team to manage the deal...