Full-Time

Mortgage Broker

Warm Leads, Investment Lending Focus

Freedom Careers

Freedom Careers

No salary listed

Sydney NSW, Australia

Hybrid

Remote work with access to Sydney or Melbourne CBD offices.

Bachelor's, Certification

Category
Real Estate (1)
Required Skills
CRM
Requirements
  • Cert IV or Diploma in Finance and Mortgage Broking.
  • At least 3 years of mortgage broking experience.
  • Strong experience settling off-the-plan, land and construction, self-managed super fund, or investment loans.
  • Excellent verbal and written communication skills.
  • High attention to detail and a member-first mindset.
  • Confidence using customer relationship management platforms, compliance systems, and lender tools.
  • Ability to work autonomously with full control of the day.
  • Willingness to undergo and pass a police check, background check, and social media check as a condition of employment.
Responsibilities
  • Run structured finance sessions with members to review their goals and current position.
  • Provide borrowing capacity assessments to members and collaborate with Property Strategists.
  • Workshop finance scenarios to help members move forward with property purchases.
  • Manage loan applications end-to-end via customer relationship management, AOL, and lender portals.
  • Liaise with banks, brokers, and internal teams to move applications through to settlement.
  • Maintain National Consumer Credit Protection compliance and submit all required documents, including CNA, FHOG, and Discharge Authority documents.
  • Interpret credit reports and request lender pricing discounts.
Desired Qualifications
  • Being an active investor or highly familiar with the residential investment market.

Company Size

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Company Stage

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Total Funding

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Headquarters

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Founded

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