CareerPlan

In-Store Mortgage Broker

Belmont, NSW, auFull-time2026-10-08 → 2026-11-11
No visa sponsorship

Core

Guide customers through the home loan journey from search to settlement, managing walk-ins, online leads, and in-store appointments.

Role type

In-store mortgage broker

Builds

Home loans, buyer's agent referrals, and conveyancing services

Domain

Financial services / Real estate

Deliverable

client delivery

Required skills

Mortgage broking experience, Cert IV in Finance & Mortgage Broking, customer-first mindset, strong communication, relationship building

Preferred skills

Experience with buyer's agents, conveyancing knowledge

Technologies

Proprietary broker platform, AI tools, automated workflows

Responsibilities

Manage walk-ins, online leads, and in-store appointments; Guide customers through the home loan journey; Submit deals to the in-house processing team; Leverage expanded offerings to earn referral income

Seniority

Mid-level, experienced IC