Mortgage Broker
Core
Assist clients with residential owner-occupied and investment loan applications, discuss needs, and submit finance applications to lenders.
Role type
Mortgage Broker
Builds
Finance applications for residential and investment loans
Domain
Financial Services / Mortgage Broking
Deliverable
client delivery
Required skills
Mortgage broking, client liaison, financial solution design, lender relations, compliance
Preferred skills
Diploma of Finance & Mortgage Broking Management, 2+ years experience
Technologies
Industry-leading tools and systems
Responsibilities
Contact existing clients regarding lending needs, discuss client requirements face-to-face or via video, update client databases, submit finance applications to lenders, maintain regulatory compliance
