Mortgage Broker – Warm Leads, Investment Lending Focus
Core
Mortgage Broker managing warm leads to secure residential investment property loans for members.
Role type
Mortgage Broker (Investment Lending)
Builds
Residential investment property loans (off-the-plan, land, construction, SMSF)
Domain
Real Estate / Mortgage Lending
Deliverable
client delivery
Required skills
Loan application management, credit report interpretation, lender pricing negotiation, NCCP compliance, CRM proficiency, financial goal assessment
Preferred skills
Active investor status, deep knowledge of residential investment market
Responsibilities
Run structured finance sessions to review member goals, provide borrowing capacity assessments, manage loan applications end-to-end via CRM, liaise with banks and internal teams to push applications to settlement, maintain NCCP compliance and submit required documents, interpret credit reports and request lender pricing discounts