Mortgage Broker

The Andersen Partnership; Sydney; Sur place; AUD 90 000 - 130 000; Plein temps

Résumé du poste

The Andersen Partnership is seeking an experienced Mortgage Broker to join our Sydney CBD team. You will act as the essential link between property buyers and lenders, delivering tailored credit advice while ensuring strict compliance with Australian credit regulations.

Responsibilities include client consultations, product matching across our lender panel and managing loan applications end-to-end with aggregation software. 2+ years' experience and MFAA/FBAA membership preferred.

Qualifications

• Certificate IV in Finance and Mortgage Broking is essential.
• Diploma is highly regarded.
• Minimum 2+ years of experience as a Mortgage Broker or Credit Adviser in Australia.

Responsabilités

• Meet with clients to assess financial position, borrowing capacity and long-term goals.
• Research and match credit products across lender panel to identify suitable loan structures.
• Prepare, package and submit loan applications with supporting documentation via aggregation software.

Connaissances

Client consultation

Credit analysis

Lender liaison

Regulatory compliance

Formation

Certificate IV in Finance and Mortgage Broking

Diploma (advantage)

Outils

Aggregation software

Description du poste

Our client is seeking an experienced, client-focused Mortgage Broker to join our team based in the Sydney CBD. In this role, you will act as the vital link between property buyers and lenders, helping clients navigate the loan market to secure the best financial outcomes. You will leverage an established panel of lenders to deliver tailored credit advice while ensuring strict compliance with Australian credit regulations.

Key Responsibilities:

• Client Consultation: Meet with clients to assess their financial position, credit history, borrowing capacity, and long-term property goals.
• Product Matching: Research and analyze credit products across our lender panel to identify appropriate loan structures in line with Best Interests Duty (BID) obligations.
• Application Management: Prepare, package, and submit high-quality loan applications via aggregation software, ensuring all supporting documentation is accurate.

Key Requirements:

• Qualifications: Certificate IV in Finance and Mortgage Broking is essential (Diploma is highly regarded).
• Memberships: Current membership with an industry body such as the MFAA or FBAA.
• Experience: Minimum 2+ years of experience as a practicing Mortgage Broker or Credit Adviser within Australia.