Love finance but want more time for coffee? 

An exciting opportunity has come up within a boutique finance business in Melbourne. The role would suit a loan processor who wants to take the next step in becoming a mortgage broker. We are looking for someone who has a strong understanding of lender policies and phenomenal customer service skills. There will be no need to hunt for new business as this is taken care of. Responsibilities Managing relationships with lender BDMs and keep up to date with Lender policy Complete client serviceability Liaise with clients and verify/follow up relevant documentation Analyse current and past financial data and make recommendations on suitable lender Qualifications Minimum of 2 years experience in mortgage broking Experience using MyCRM Experience with self employed, SMSF and complex trust structure lending Banking background would be preferred Beneficial though not a requirement - Bachelor's degree in Accounting, Economics, or Finance or equivalent...

JOB TITLE: Reverse Mortgage Broker (online) JOB TYPE: Salary + Bonuses OTE $125k - $150k LOCATION: Australia wide (can work from any location/hybrid option if in Sydney) SUPERVISOR/MANAGER: Head of Operations MAIN DUTIES/RESPONSIBILITIES: Respond to in-bound enquiries for reverse mortgage loans (all leads supplied) Book appointments for loan interview Prepare and submit applications, manage through to settlement Liaise with borrowers & lenders Prospecting high-potential referral groups Comply with all key regulatory and lender requirements Follow internal compliance processes Reporting on work activity Achieve KPI’s & grow revenue Post-settlement customer servicing SKILLS & EXPERIENCE Qualifications: Certificate IV in mortgage lending (preferably Diploma) Ability understand client business needs, & recommend appropriate solutions Ability to work unsupervised, and to self-motivate Empathy for people over 60 years;...

The Associate Mortgage Broker will be working side by side with our senior mortgage broker to assist in assessing the financial needs of clients and recommending appropriate mortgage products to meet those needs. The Associate Mortgage Broker will also be responsible for managing the mortgage application process from start to end.   Responsibilities: Assessing client financial needs and recommending appropriate mortgage products Analysing client financial information and researching available mortgage products Managing the mortgage application process, including submitting applications to lenders and following up on the status of applications Building and maintaining relationships with clients and lenders Continuously educate yourself on the mortgage industry and new products that are available Qualifications: Strong communication and interpersonal skills Ability to work independently and manage multiple tasks Experience in a mortgage...

Are you a sole-trader or PAYG mortgage broker looking for an opportunity to grow a trail book with established loan processing and admin team support?   Are you looking for work/life balance, where you can take holidays without also taking your lap-top and phone?   Are you ready to enjoy your career focussing on what you do best?   We need to talk. We are a successful boutique mortgage broking business looking to expand with the right partner.   Our focus is on difficult to place finance for the self-employed and receive referrals mainly from accountants and business advisors, along with past clients.   Our professional yet relaxed office is located in Robina, on the Gold Coast.   We envision that the right partner will not necessarily be based on the Gold Coast, however regular in person meetings will be required at least quarterly at our offices. The current owner/operator has been a mortgage broker since 2003, and in 2022 he was awarded by our aggregator as “Best...