Mortgage Broker

3 days ago

Perth, Western Australia House & Home Loans Full time

**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
- 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.
- 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**:

- 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 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.

Pay: From $47,334.76 per year

Work Location: In person

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