Mortgage Broker

About 360 Financial Strategists Pty Ltd

At 360 Financial Strategists, we're more than just financial advisors, planners, mortgage brokers and accountants – we're experts in helping our clients to reach their life goals. We're an energetic, vibrant team of experienced finance professionals who provide a well-rounded, 360-degree vision on our clients' finances.

Founded in 2012 by business partners Mish Blecher and Billy Amiridis, 360 Financial Strategists is a full-service financial solutions provider, bringing one strategy to three areas of expertise – financial planning, mortgage broking and accounting and tax solutions.

Priding ourselves on our professionalism, reliability and communication, we're driven to go above and beyond for our clients. We're passionate about demystifying finance and providing smart, easy-to-follow advice for our clients to increase their wealth and create healthy money habits. We are looking for an experienced Mortgage Broker to join our team.

Job Tasks and Responsibilities

As the Mortgage Broker, your role will include but not limited to the following:

· Gathering clients' financial requirements

· Assessing clients' financial standing and borrowing power

· Recommending suitable home loans based on the clients' requirements and financial status

· Making arrangements for home loan mortgages via banks and lenders

· Providing documents that shows home loan details (including but not limited to: conditions, repayments, and loan periods)

· Making arrangements and ensuring the completion of loan application documents

· Providing updates on clients' loan application

· Working with lenders to reduce loan settlements delay

· Being an efficient and productive team player

· Liaising with the Directors to meet company goals and objectives

Skills and Qualification:

· Strong interpersonal and communication skills with a client-centric approach

· Proven knowledge of mortgage lending, financial products, and regulatory requirements (NCCP, BID)

· Analytical ability to assess client financials and interpret lending scenarios

· Experience with self-employed income, trust structures, and complex credit cases is advantageous

· Ability to prioritise tasks, manage multiple clients, and meet deadlines

· Competency with CRM systems, lending tools (e.g. Quickli), and lender portals

· Relevant qualifications in mortgage broking (e.g. Certificate IV in Finance and Mortgage Broking)

· Positive and upbeat communication style and attitude

· Exceptional attention to detail and thoroughness in task completion

· Proven accuracy and attention to detail in handling complex information

· Familiarity with self-employed income analysis, trust structures, and credit risk assessment

· Strong organisational and time management skills

· Ability to work independently and as part of a team to meet business objectives

Job Type: Full-time, Permanent

Job Type: Full-time

Pay: $75,000.00 – $85,000.00 per year

Work Location: In person