Job Details
  • Reference377500C_1636090338
  • LocationSouthport
  • Job TypeFull Time
  • Postedabout 1 month ago
  • ConsultantAnson Lam

Our client:

Our client is a well established Financial Planning, Mortgage Broking and Accounting practice in Gold Coast looking for an experienced Mortgage Broker Assistant to work closely with their Senior Brokers to service their existing client base. If you are looking for a role that incentivises and remunerates for hard work and high performance, this is the position for you.

This will be the ideal role for you if you have experience working with the banks and understand their guidelines or if you currently have an existing book. Our clients offer flexible work arrangements to suit your needs.

Role and responsibilities:

  • Touch base with existing client base to introduce yourself
  • Support customers in providing application information
  • Review customer situation and broker notes to shortlist lender selection
  • Ensure fact find is correct and work out calculations
  • Liaise with credit assessors and ensure there are no outstanding requests
  • Ability to service own client referrals simultaneously to supporting senior broker
  • Understand client needs and conduct fact find interviews to help them achieve their financial goals
  • Ensure you are looking after the clients best interest and providing a positive seamless journey
  • Keep up to date with bank guidelines and regulations

Experience:

  • 2+ years experience as a Loan Writer/Processor
  • Cert IV in Finance and Mortgage Broking is highly regarded but not essential
  • Great communication and written ability
  • Ability to think on your feet and outside the box

Please email anson.lam@chandlermacleod.com your resume for a confidential discussion.