Based in Mornington, we are a small but dynamic Mortgage Broking firm and require an experienced Mortgage Broker Assistant/Credit Analyst to support the business owner in all aspects of Mortgage Broking.
Your main aim is to take the load off the Mortgage Broker’s shoulders so they can focus on bringing in the business, while your A-game is crunching the numbers. No lead generation is required.
You’ll research the best lender, loan structure, product, and policy including serviceability calculations.
You’ll be highly client-facing and the main business contact for clients throughout an application. You’ll be communicating with clients for outstanding information, producing loan proposals for the broker to discuss with the clients, and then moving them through to the application stage for the Loan Processor to lodge.
Working closely with and overseeing the Loan Processor who takes care of all the data entry means you’ve got a great resource to assist you with pricing and valuation requests and other administrative tasks – leaving you to focus on doing what you do best. No AOL lodgements are required (hooray!).
You’ll assist with post-settlement client maintenance, and other day-to-day business operation activities giving you lots of variety in the role.
You’ll be provided with systems and process training with a wealth of resources on hand to lean on throughout the day.
You’re a lending Ninja! You’ll have a minimum of 2 years experience in the mortgage broking industry (Cert IV or Diploma of Finance and Mortgage Broking preferred) and be highly skilled in bank policy and the loan application process.
You’re likely a broker who loves the number crunching and analytical aspect of broking but not the pressure of sales and lead generation.
You’re highly motivated, a fantastic communicator and your attention to detail is through the roof! You’re a team player but with the ability to work autonomously under pressure and meet key deliverable deadlines.
You’re process-driven and love checking the boxes as you move through each stage of the process. You’re open to embracing technology in business and can pick up new systems easily with the appropriate amount of training.
You’re a go-getter, and want to find the solution rather than wait for the answers to present themselves - and you can think laterally to find that solution.
You take the job seriously but not yourself seriously. We like to have a laugh and believe that if you are going to work then you may as well enjoy it!
You want to be valued and know that you are truly making a difference in people’s lives by delivering the best possible client experience so they can achieve their financial dreams.
A base salary is on offer with a generous bonus structure based on business profitability and timeframe deliverables.
The opportunity exists to progress your career into a Mortgage Broking role or Operations Manager role in the future if you so wish.
The ability to work from home 2 days per week is also on offer – we believe it is the perfect combination of work/life balance while still being involved in the energy of an office environment.
We’re a small but mighty firm trending in an upward trajectory and need someone along for the ride who wants to be a part of a growing and evolving business.
We won’t treat you like a cog in a machine and believe in rewarding our team both financially and with the ability to be involved in the future of the business by moving up the ladder.
Our process is fundamental to the success of the business and we’ll empower you to have a voice within the business and be involved in continual process improvement.
We genuinely care about our clients and their experience is at the forefront of everything we do. We’re authentic, and relaxed but professional with our clients, whilst also maintaining the highest amount of integrity. We make sure we deliver on what we promise (with lots of laughs along the way).
The application process:
We can’t wait to hear from you! Please send your resume to [email protected] and we’ll respond within 7 days to let you know if you can progress to the next stage of the process.