Mortgage Broker

Key Mortgage Brokers; Sydney; Hybrid; AUD 90,000 - 150,000; Full time

Benefits offered by this job

Access to quality referrals

Established customer base and lead pip

Dedicated virtual assistant

CRM support

Work from home 1-2 days per week

Your own office

Onsite parking

Relaxed dress code

Job summary

Key Mortgage Brokers (KMB) is seeking an experienced Mortgage Broker to join our growing team. We provide mortgage broking services to customers of our asset finance business, giving you a strong pipeline of referrals, CRM support, and an established backing while you manage clients from enquiry to settlement and beyond.

You’ll work directly with referred and prospective customers to understand their financial position, lending requirements and property goals, then recommend suitable lending

Qualifications

• Certificate IV or Diploma in Finance and Mortgage Broking required.
• Minimum 2 years' mortgage broking experience.
• Experience with Mercury/Nexus CRM or similar platform.

Responsibilities

• Contact leads and arrange meetings with prospective clients
• Build long-term relationships with clients
• Understand each client’s financial position and lending requirements
• Research and recommend suitable mortgage solutions
• Prepare and submit loan applications
• Liaise with lenders, solicitors and other parties throughout the application process
• Keep clients informed throughout their loan journey
• Conduct post-settlement follow-ups and maintain ongoing client relationships
• Provide ongoing support on mortgage-related matters
• Identify appropriate opportunities to assist clients with other financial products and services

Skills

Mortgage lending knowledge

Lender products knowledge

Communication skills

Relationship-building

Time management

Organisational skills

Client-focused

Independent work

Multi-tasking

Self-employed clients experience

SMSF lending

Loan conversion

Private lending

Education

Certificate IV in Finance and Mortgage Broking

Diploma of Finance and Mortgage Broking Management

Tools

Mercury/Nexus CRM

Job description

Key Mortgage Brokers (KMB) is looking for an experienced Mortgage Broker to join our growing team.

KMB was established to provide mortgage broking services to customers of our existing asset finance business. This gives you the opportunity to work with a strong pipeline of existing customer referrals while building long-term client relationships. You'll be supported with a regular pipeline of quality leads, CRM support and an established business behind you, while having the autonomy to manage your clients from initial enquiry through to settlement and beyond.

Why work with us?

• Access to quality customer referrals each month
• Established customer base and lead pipeline
• Dedicated, experienced virtual assistant who has worked with us for over 2 years, is fully trained and ready to support you from day one
• CRM and administrative support
• Flexibility to work from home 1-2 days per week
• Your own office
• Onsite parking
• Relaxed dress code

About the role

You’ll work directly with referred and prospective customers to understand their financial position, lending requirements and property goals, then recommend suitable lending solutions.

You’ll manage the process from initial conversation through to application and settlement, working closely with lenders, solicitors and other parties along the way.

Key responsibilities

• Contact leads and arrange meetings with prospective clients
• Build strong, long-term relationships with clients
• Understand each client’s financial position and lending requirements
• Research and recommend suitable mortgage solutions
• Prepare and submit loan applications
• Liaise with lenders, solicitors and other parties throughout the application process
• Keep clients informed throughout their loan journey
• Conduct post-settlement follow-ups and maintain ongoing client relationships
• Provide ongoing support on mortgage-related matters
• Identify appropriate opportunities to assist clients with other financial products and services

About you

We’re looking for an experienced broker who is comfortable managing their own clients and workload while being part of a supportive team:

• Strong knowledge of mortgage lending and lender products
• Excellent communication and relationship-building skills
• Strong time management and organisational skills
• A proactive, client-focused approach
• The ability to work independently and manage multiple applications
• Experience working with self-employed clients and SMSF lending
• A strong track record of converting enquiries into settled loans
• Experience in private lending

Essential qualifications and experience

• Certificate IV in Finance and Mortgage Broking, or Diploma of Finance and Mortgage Broking Management
• Minimum 2 years' experience in the mortgage industry, with previous mortgage broking experience
• Experience with Mercury/Nexus or a similar CRM/aggregation platform