Mortgage Broker - Melbourne
Core
Source suitable lending solutions for professionals, business owners, and investors by assessing financial needs and managing the loan process from enquiry to settlement.
Role type
Mortgage Broker
Builds
Loan products for high-quality clients
Domain
Financial Services / Mortgage Broking
Deliverable
client delivery
Required skills
Lending policy expertise, financial analysis, regulatory compliance, stakeholder liaison, CRM proficiency
Preferred skills
MFAA accreditation, Diploma in Financial Services, lender accreditation
Technologies
Loan-lodgement platforms, CRM systems
Responsibilities
Assess client financial needs and borrowing capacity, research and compare loan products, prepare and lodge loan applications, liaise with lenders and conveyancers, maintain accurate documentation, stay current with lending policies and market trends
Seniority
Mid-level, hands-on IC