Mortgage Broker
Core
Manage the full mortgage application lifecycle from enquiry to settlement, converting warm inbound leads and managing an inherited loan book.
Role type
Mortgage Broker
Builds
Loan settlements and trail revenue for clients
Domain
Financial Services / Mortgage Lending
Deliverable
client delivery
Required skills
Loan origination, needs analysis, lender panel management, settlement processing, compliance (NCCP/responsible lending), CRM management, referral relationship management
Preferred skills
Commercial acumen, client relationship management, financial planning knowledge
Responsibilities
Manage the full mortgage application lifecycle from initial enquiry through to settlement; Convert warm inbound leads from referral networks and existing client base; Conduct thorough financial needs analyses and present tailored lending solutions; Ensure accurate and compliant lodging of applications via aggregator platform; Nurture relationships with referral partners (real estate agents, accountants, financial planners, conveyancers); Maintain accurate CRM records and provide performance reporting.
Seniority
Individual Contributor
