Job Details
  • Reference387644C_1674105491
  • LocationSydney
  • SalaryAU$90000 - AU$120000 per annum + great bonuses
  • Job TypeFull Time
  • Posted18 days ago
  • ConsultantAnson Lam
Our client:

Our client prides themselves on a great culture and work life balance. They are a well established Wealth Management/Mortgage Broking firm experiencing exponential growth. They deal with HNW client bases and athletes.

This is a unique role where you will be working with warm leads provided to you involved in operations management and help improve their processes. If you are looking for a role that incentivises and remunerates for hard work and high performance, this is the position for you.

We are looking for both a senior and a junior candidate and will be the ideal role for you if you have experience working within another brokerage or have just finished your Cert IV in Mortgage Broking looking to take that next step. You must have great client service and accountability.

Role and responsibilities:
  • Convert warm leads provided by BDM
  • Work with HNW clients and settle large complex deals
  • Support customers in providing application information
  • Review customer situation and broker notes to shortlist lender selection
  • Work closely with back office support through to settlement
  • 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 Mortgage Broker
  • Experienced working with complex HNW client base
  • Proven experience settling 5mil+ per month
  • 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.