Mortgage Broker
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