
Mortgage Broker
- Melbourne, VIC
- $70,000-90,000 per year
- Permanent
- Full-time
- Warm leads provided – focus on converting, not hunting
- Strong support network – work with a reputable and well-resourced team
- Make a difference – guide clients through their financial journey
- Career development – access ongoing training through their aggregator, lenders, and industry bodies
- Call and convert a steady flow of warm leads
- Develop strong referral networks and word-of-mouth business
- Deliver outstanding customer service every step of the way
- Conduct informative and educational fact-finding interviews
- Provide accurate advice tailored to clients’ needs and goals
- Qualify customers, submit loan applications, and manage them through to settlement
- Manage loan files, gather supporting documents, and liaise with key stakeholders
- Maintain accurate data using internal systems (including FLEX)
- Ensure compliance with NCCP and internal policies
- Keep clients informed throughout the loan journey
- Liaise with lenders, providers, and referral partners for timely outcomes
- Troubleshoot issues and provide quick, effective resolutions
- Certificate IV in Finance and Mortgage Broking (essential)
- Diploma in Finance and Mortgage Broking (or willingness to complete prior to commencement)
- Proven experience as a Mortgage Broker or in a financial sales environment
- Comfortable making sales calls and converting leads
- Strong communication, organisation, and compliance focus
- Willing to work flexible hours including evenings and weekends
- Appointment to application conversion
- Application to settlement conversion
- Settlements per month
- Timely and compliant loan submissions
- Customer satisfaction and service quality
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