Finance Broker
Core
Provide credit assistance and manage loan files for new residential and off-the-plan property buyers while ensuring client best interests.
Role type
Finance Broker (Mortgage Broking)
Builds
Loan approvals and client outcomes for new residential and off-the-plan properties
Domain
Real Estate / Financial Services
Deliverable
client delivery
Required skills
credit assistance, loan file management, financial analysis, credit standards, compliance, sales pipeline management, client relationship management, lender policy knowledge
Preferred skills
mortgage broking experience, lender accreditation, Certificate IV or Diploma in Finance and Mortgage Broking
Responsibilities
Provide credit assistance while ensuring client best interests, Comply with ASIC regulations, NCCP, and Best Interests Duty, Manage a high volume of loan files from simple to complex, Maintain strong client relationships with proactive updates, Understand St Trinity's developments to drive optimal client outcomes, Efficiently manage the sales pipeline and meet sales targets, Build strong relationships with key bank and lender contacts