Mortgage & Finance Broker – Trainee or Experienced

$45,000 - $150,000 yearly
  • The Perth Mortgage Specialist
  • West Perth WA, Australia
  • 14 Nov, 2022
Full time Broker (Experienced) Broker (Trainee)

Job Description

Mortgage & Finance Broker – Trainee or Experienced

Base salary PLUS superannuation PLUS unlimited commission with OTE of $125,000+. Package tailorable to your experience and preferences.

The Business

The Perth Mortgage Specialist is a boutique, award-winning brokerage that focuses on providing home loans for clients across WA. The business is growing rapidly, and we're now looking for a full-time Mortgage & Finance Broker to help take us to the next level.

The Role

Ultimately, the job is simple; Learn your client's requirements, objectives and current financial scenario, then source and secure a loan in their best interests. Key role aspects include:

  • Acquiring new clients and assessing their needs based on their financial information, situation and requirements.
  • Educating your clients on the potential options.
  • Working with lenders to find the best loan solution for your client.
  • Helping your clients complete and understand all the necessary paperwork.
  • Liaising with all key stakeholders, including clients, lenders, conveyancers and real estate agents.
  • Managing the application from first contact through to post-settlement.
  • Ensuring Best Interest Duty, Responsible lending, NCCP, AML/CTR, privacy and general compliance.
  • Building and nurturing your referral network.

What's On Offer

  • Base/Floor salary plus superannuation dependent on experience.
  • Profitable commission split structure with unlimited potential dependent on experience.
  • The MFAA Industry Intelligence Service Report 14th edition 2022 Report outlined the average WA gross remuneration generated per mortgage broker, before costs per annum = $181,576 (guide only – your income will be dependent on your level of success and perseverance)
  • Supplied leads.
  • Flexible working hours available.
  • West Perth office location with an abundance of independent coffee shops, eateries, bars and other local amenities on our doorstep.
  • Dell Laptop & iPhone provided.
  • Ongoing learning, development and mentorship.
  • Career progression with the ability to specialise or diversify in all forms of finance.
  • A close-knit, friendly working environment with Friday drinks, team outings and more.

Experience & Qualifications Required

  • 2+ years experience in residential lending (if experienced).
  • Tertiary educated (if no experience).
  • Certificate IV in Finance and Mortgage Broking (or willing to complete).
  • Diploma of Finance & Mortgage Broking Management (or willing to complete).
  • Australian citizen or permanent resident.

Skills Required

  • High level of numeracy.
  • Adept at sales and building trust.
  • Excellent verbal and written communication.
  • High level of attention to detail and accuracy.
  • Ability to work autonomously and use initiative.
  • Highly organised and proficient at multitasking.
  • Self-driven and highly motivated.