Mortgage Broker

4 days ago

Melbourne, Victoria, Australia FinTalent Full time
Tech‑Savvy Mortgage Broker (Lead Servicing + Strategy Focus)

Why this role is different

You're not here to chase leads. You're here to convert them.

This is a rare opportunity for a broker ready to operate at a strategic level: shaping systems, guiding clients through complex structures, and delivering value far beyond the rate.

You'll step into a role with a steady pipeline of qualified leads and be the first broker to work inside a next-gen AI CRM, purpose-built for mortgage professionals. Your input will shape how it works, how others use it, and how new brokers are trained into the ecosystem.

At the same time, you'll be the right hand to a founder scaling fast, owning client relationships, optimising systems, and helping the business grow without compromising on service or soul.


What you'll be doing
  • Own a steady stream of high-quality, inbound leads. No cold calls or hunting for prospects.
  • Manage 20–30 active deals at a time, spanning investor, SMSF, commercial, and complex structures.
  • Guide clients strategically using smart tools to advise on long-term outcomes, not just transactional wins.
  • Help build the blueprint for a brand-new CRM: shape workflows, automations, reports, and broker SOPs.
  • Test, track, and influence. Your performance will inform the onboarding process for future brokers.
  • Collaborate with a high-performing offshore admin team and help continually refine the machine.

About you
  • You're an accredited broker with 3+ years' experience, or a financial strategist or banker with the right structuring chops.
  • You're fluent in investment, SMSF, trust, and commercial lending and enjoy helping clients think long-term.
  • You embrace tech — CRMs, automations, digital tools — not just as admin relief, but as strategic leverage.
  • You have a process brain. If something's clunky, you fix it, document it, and make it repeatable.
  • You're motivated by impact, clarity, and client success — not short-term commissions.
  • You want to build something better, not just hit monthly KPIs.

Compensation, Benefits & Growth
  • Base salary from ~$90K + uncapped commissions.

    (Open to structuring differently for the right fit.)
  • Monthly volume targets from $2M+, with full operational support to scale.
  • Flexible location — work remotely, hybrid, or in-office, as long as outcomes are strong.
  • Real influence. Your feedback directly shapes a CRM being built from the ground up.
  • Visible impact. As the only broker on the system to start, your results will speak volumes.

Culture & Values
  • Autonomy is the norm, not the reward. No micromanagement, just mutual trust.
  • You'll partner closely with a founder in growth mode. Expect fast moves, clear comms, and shared ownership.
  • Low ego, high performance. Everyone contributes. Everyone improves the system.
  • Profit meets purpose. Part of every dollar goes toward global community initiatives.

What's next

If you're a broker or strategic thinker turned broker ready to work warm leads, shape smarter systems, and grow without the grind, we'd love to hear from you.

Apply now with your CV and a quick note about how you've used strategy, tech, or process to deliver results that matter.

Let's build something smarter together.

scr-joe-shephard

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