In-Store Mortgage Broker - Geelong
Core
In-store mortgage broker guiding customers through the home loan journey from search to settlement, managing walk-ins and leads, and contributing to local marketing.
Role type
retail mortgage broker
Builds
home loan deals for individual customers
Domain
financial services / mortgage broking
Deliverable
client delivery
Required skills
sales, customer service, home loan knowledge, community engagement
Preferred skills
Cert IV in Finance & Mortgage Broking, tech-savviness
Technologies
Aussie App, AI tools, smart automation platforms
Responsibilities
Manage walk-ins, online leads, and in-store appointments; guide customers through the home loan journey; submit deals to the processing team; contribute to local area marketing initiatives.
Seniority
individual contributor