Mortgage Broker
Core
Run an independent mortgage broking business guiding clients from initial consultation through to settlement, leveraging pre-qualified leads and fulfillment support.
Role type
Self-employed mortgage broker (IC)
Builds
Mortgage loans and related property services (conveyancing, buyer's agents, insurance)
Domain
Financial Services / Real Estate
Deliverable
client delivery
Required skills
Sales, customer service, business development, client relationship management, financial product knowledge
Preferred skills
Certificate IV in Finance and Mortgage Broking, experience in sales or customer service
Technologies
Proprietary mortgage broking platform, AI-enhanced customer experience tools
Responsibilities
Guide clients through the loan application and settlement process, coordinate custom marketing initiatives, manage compliance and workflow using the tech platform, build lasting client relationships
Seniority
Self-employed / Independent Contractor
