mortgage broker

HR Partners; Sydney; Híbrido; AUD 100.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Guaranteed Lead Flow

Administrative Backing

Hybrid work: 1–2 days WFH

Descripción de la vacante

Randstad in Sydney’s north seeks an experienced Mortgage Broker to manage leads from a robust pipeline, backed by a dedicated admin team and an established CRM system. This role offers a strong start with ongoing support and autonomy across the client journey from enquiry through settlement.

You will assess client needs, package loan applications, liaise with lenders, and maintain proactive communication to deliver optimal mortgage solutions in a flexible hybrid setup.

Formación

• Minimum 2 years of active mortgage broking experience.
• Strong understanding of mortgage products, policy, private lending, and SMSF lending.
• Experience using Mercury, Nexus or equivalent aggregation/CRM platforms.

Responsabilidades

• Engage provided leads promptly and arrange initial discovery meetings with prospective clients.
• Assess client financial positions, objectives, and lending needs to recommend tailored mortgage solutions.
• Prepare, package, and submit loan applications across a diverse lender panel.
• Manage end-to-end loan workflows, liaising with lenders, solicitors, real estate agents, and key stakeholders.
• Maintain clear, proactive communication with clients throughout their loan journey and post-settlement.
• Identify broader financial needs and opportunities to add value for your client portfolio.

Conocimientos

Mortgage broking experience

Lending policies & products

Client relationship management

Educación

Certificate IV in Finance & Mortgage Broking

Active MFAA or FBAA membership

Herramientas

Mercury

Nexus

Descripción del empleo

Salary: $100,000 – $120,000 + Super (based on experience)

Work Type: Full‑time (38 hours/week, Mon–Fri)

Mortgage Broker

• Salary: $100,000 – $120,000 + Super (based on experience)

• Location: Mount Kuring-gai, Sydney NSW (Hybrid: 1–2 days WFH)

• Work Type: Full‑time (38 hours/week, Mon–Fri)

About the Opportunity

A leading financial services provider in Sydney’s North is seeking an experienced Mortgage Broker to join their expanding team. Originally established to provide home loan solutions to a thriving asset finance client base, this business offers a strong, steady stream of internal customer referrals from day one.

You will step into a position backed by a proven lead pipeline, dedicated administrative support, and an established CRM system—giving you the perfect balance of operational backing and autonomy to manage your clients from initial enquiry through to settlement.

Key Benefits & Perks

• Guaranteed Lead Flow: Immediate access to high-quality customer referrals from an established client base each month.

• Full Administrative Backing: Direct support from a dedicated, highly trained Virtual Assistant (2+ years with the business) to assist with file prep and admin from day one.

• Work-Life Balance: Hybrid flexibility with 1–2 days work-from-home per week.

• Onsite Amenities: Dedicated private office, onsite parking, and a relaxed, professional dress code.

Key Responsibilities

• Engage provided leads promptly and arrange initial discovery meetings with prospective clients.

• Assess client financial positions, objectives, and lending needs to recommend tailored mortgage solutions.

• Prepare, package, and submit loan applications across a diverse lender panel.

• Manage end-to-end loan workflows, liaising with lenders, solicitors, real estate agents, and key stakeholders.

• Maintain clear, proactive communication with clients throughout their loan journey and post-settlement.

• Identify broader financial needs and opportunities to add value for your client portfolio.

Candidate Profile

We are looking for a proactive, client-focused broker who thrives when managing their own pipeline within a supportive team setting:

• Industry Experience: Minimum 2 years of active mortgage broking experience.

• Technical Knowledge: Strong understanding of mortgage products, policy, private lending, and complex scenarios (including self-employed borrowers and SMSF lending).

• Conversion Skills: Proven track record of turning warm leads into settled loans.

• Systems Familiarity: Experience using Mercury, Nexus, or equivalent aggregation/CRM platforms.

• Communication: Exceptional relationship-building and stakeholder management skills.

Essential Qualifications

• Certificate IV in Finance & Mortgage Broking (Diploma preferred).

• Active MFAA or FBAA membership (or eligible for immediate transfer).

• Current Australian Driver's Licence and reliable transport.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.