Manage the end-to-end mortgage process - from client enquiry to post-settlement
Conduct discovery and strategy sessions via Zoom to identify client goals and lending needs
Assess and structure loan scenarios aligned with lender policy and client objectives
Prepare and lodge applications through MyCRM, ApplyOnline, and Go High Level
Liaise with clients, lenders, and settlement agents to ensure smooth progression
Present and explain loan solutions in a clear, professional manner
Maintain pipeline management and client communication through the CRM system
Provide post-settlement care - including rate reviews, pricing requests, and client nurturing
Develop new business opportunities through referrals and relationship building
RequirementsQUALIFICATIONS:
Experience: Minimum 2 years in Australian mortgage broking, parabroking, or credit analysis
Education: Certificate IV in Finance and Mortgage Broking preferred (can be provided for the right candidate)
Tools: Experience with MyCRM, ApplyOnline, and Go High Level preferred
Communication: Exceptional English communication (spoken and written) and client presentation skills
Sales G Relationship Skills: Confident in conducting client meetings, understanding needs, and building trust
Work Ethic: Proactive, dependable, and goal-oriented with a long-term growth mindset
Cultural Fit: Someone who genuinely cares about helping clients achieve financial success
BenefitsWhat's in it for you?
Sales incentive program after 6-month probation (KPI-based)
Ǫualified leads provided, plus opportunity to grow your own client base
100% remote role (Australian business hours)
Full back-office support for data entry, valuations, and settlement follow-ups
Ongoing training, mentoring, and professional development
Collaborative, values-driven culture with long-term growth potential
D2B
Other Info
Permanent
Full-time
Submit profile
D2B
About the company

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