Job Description

We are seeking a proactive and client-focused Mortgage Broker / Finance Consultant to support our finance team in delivering high-quality home loan solutions. The role involves client consultation, loan structuring, lead conversion, and maintaining compliance while building strong client and referral relationships.

This is a target-driven role where success is measured by client satisfaction, lead conversion, and loan settlements, making it ideal for someone commercially minded and motivated by results.

Key Responsibilities

Client Consultation & Loan Structuring

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  Engage with prospective clients to understand their financial needs and borrowing goals
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  Conduct detailed financial assessments to determine borrowing capacity
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  Research and recommend suitable loan products based on client circumstances
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  Present loan strategies and proposals clearly to clients, ensuring full understanding of financial commitments

Lead & Business Development

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  Convert at least 60% of qualified leads into formal loan proposals
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  Maintain strong relationships with referral partners to generate ongoing business
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  Provide high-quality service to enhance client retention and encourage repeat business

Compliance & Documentation

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  Ensure all loan proposals align with NCCP regulations, lender policies, and company compliance standards
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  Maintain accurate records in the CRM system, including client interactions and loan strategy details
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  Work closely with the Credit Officer to ensure seamless handover for loan submission and processing

Stakeholder Collaboration

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  Liaise with lenders to stay updated on loan products, interest rates, and policy changes
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  Collaborate with the Credit Officer to track application progress and address any concerns
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  Work with the Customer Support Officer to maintain ongoing client engagement post-settlement

Performance Standards

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  Maintain a high client satisfaction rating through professional, responsive service
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  Ensure loan applications are complete and accurate to minimize delays
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  Stay updated on lending policies, interest rates, and market trends
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  Effectively manage a pipeline of prospects, ensuring timely follow-ups and movement from lead to proposal
  

Minimum Qualification Criteria

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  Complete Certificate IV in Finance and Mortgage Broking

Preferred / Additional Skills

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  Strong communication and interpersonal skills
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  Experience in lead conversion and client relationship management
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  Familiarity with CRM systems and pipeline management