Australian Mortgage Broker

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Requirements:

• At least 3-5 years of experience in Australian mortgage broking, lending, or finance.
• Has worked with high net worth individuals.
• Strong numerical and analytical skills to provide accurate credit, general tax & finance advice.
• Excellent communication and interpersonal skills, particularly over phone, video calls, text and email.
• Excellent sales skills, and proven ability to close.
• Strong technical mortgage knowledge regarding product, policy, and processes.
• High degree of self-motivation, resourcefulness, discipline, and accountability to work autonomously.
• Certificate IV or Diploma (ideal) in Mortgage and Finance Broking.

Responsibilities:

• Handle warm, fully-qualified leads passed directly to you.
• Provide expert credit advice and guide clients through their mortgage journey from initial inquiry to submission.
• Offer tailored solutions for expat and non-resident clients based overseas. Leveraging your expertise in expatriate credit policies, and non-residency tax implications.
• Meet KPI objectives, such as: # of meetings taken and the meeting outcomes, # of fact-finds done on call, # of document collection portal sent, # of application forms signed, # of application submissions, and the conversion rates (%) throughout.
• Work closely with support teams in Hong Kong, Singapore, and Offshore to process loans efficiently.
• Maintain open communication via Slack, email, and video calls.
• Build trust and rapport with clients over phone, video call, text and email, ensuring their needs are met.
• Deliver a white-glove experience for high-net-worth clients, meeting their expectations for clarity, speed, and professionalism.
• Accurately document client interactions and maintain a clear pipeline in our CRM - we use HubSpot. Our aggregator is Finsure.
• Stay updated on Australian mortgage regulations, Australian property market, and lender requirements.