CareerPlan
Perth, Western AustraliaFull-time2026-10-08 → 2026-10-22

Core

Assist clients with residential owner-occupied and investment loans, providing tailored financial solutions and securing finance approvals.

Role type

Mortgage Broker

Builds

Residential and investment loan products for individual clients

Domain

Financial Services / Mortgage Lending

Deliverable

client delivery

Required skills

Financial analysis, client interviewing, loan structuring, lender liaison, compliance adherence, relationship building

Preferred skills

Construction loan expertise, equity release knowledge, complex loan structuring

Technologies

Industry-leading mortgage tools and systems

Responsibilities

Analyze client borrowing power, conduct client interviews, submit finance applications to lenders, liaise with third parties for settlement, maintain trail book, ensure regulatory compliance