In-store Mortgage Broker - Heidelberg
Core
In-store mortgage broker helping customers find, buy, and own homes through a connected ecosystem including loans, buyer's agents, and conveyancing.
Role type
retail mortgage broker
Builds
home loan deals, buyer's agent referrals, and conveyancing services
Domain
financial services / real estate
Deliverable
client delivery
Required skills
sales, customer service, mortgage broking, community marketing, relationship building
Preferred skills
finance certification, tech adoption, growth mindset
Technologies
Aussie App, AI tools, smart automation, 24/7 chat support
Responsibilities
manage walk-ins and appointments, guide customers through home loan journey, submit deals to processing team, contribute to local marketing initiatives, leverage expanded offerings for referral income
Seniority
individual contributor
