Mortgage Broker

2 weeks ago

Osborne Park, Australia house & home loans Full time $47,334 per year

Full job description

About The Role
You'll be working as mortgage specialist at House and Home Loans, collaborating with our local team to deliver exceptional service to clients. Your responsibilities will include:

Sales and Client Advisory:

  • Handle warm, fully-qualified leads passed directly to you.
  • Generate your own leads
  • Provide expert credit advice and guide clients through their mortgage journey from initial inquiry to submission.
  • Offer tailored solutions for expat and non-resident clients based overseas. Leveraging your expertise in expatriate credit policies.
  • Meet KPI objectives, such as:
  • # of meetings taken and the meeting outcomes
  • # of fact-finds done on call
  • # of document collection portal sent
  • # of application forms signed
  • # of application submissions
  • And the conversion rates (%) throughout
  • We measure performance to know where to improve, as a team and on an individual level.

Collaboration:

  • Work closely with support teams in Perth and Queensland to process loans efficiently.
  • Maintain open communication via email, and video calls.
  • There are daily sales huddles, weekly broker meetings, and monthly / quarterly company meetings held online.
  • Be able to follow existing process and procedure.

· A major part of the role will be how you collaborate with existing team members. We have a very unique corporate culture that utilizes individual skills to further the business.

Relationship Management:

  • Build trust and rapport with clients over phone, video call, text and email, ensuring their needs are met.
  • Deliver a white-glove experience for high-net-worth clients, meeting their expectations for clarity, speed, and professionalism.

Compliance & Documentation:

  • Accurately document client interactions and maintain a clear pipeline in our CRM -
  • Stay updated on Australian mortgage regulations, Australian property market, and lender requirements.

Requirements

Experience:

  • At least 3-5 years of experience in Australian mortgage broking, lending, or finance.
  • Has worked with high-net-worth individuals.
  • Previous exposure to expat, foreign income or non-resident lending is a bonus (not required).

Skills:

  • Strong numerical and analytical skills to provide accurate credit & finance advice.
  • Excellent communication and interpersonal skills, particularly over phone, video calls, text and email.
  • Excellent sales skills, and proven ability to close.
  • Strong technical mortgage knowledge regarding product, policy, and processes.
  • High degree of self-motivation, resourcefulness, discipline, and accountability to work autonomously.
  • Multi-lingual is an additional benefit

Qualifications:

  • Diploma in Mortgage and Finance Broking.

Job Type: Full-time

Pay: From $47,334.76 per year

Work Location: In person

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