Mortgage Broker | Flexible Hours & Remote Options

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

Benefits offered by this job

Quality referrals

CRM support

Work from home 1–2 days per week

Your own office

Onsite parking

Relaxed dress code

Dedicated virtual assistant

Job summary

Key Mortgage Brokers Pty Ltd – Mount Kuring-Gai NSW is seeking an experienced Mortgage Broker to join our growing team. You will work with a steady pipeline of referrals and manage clients from enquiry to settlement, supported by a virtual assistant, CRM and admin support, with the flexibility to work from home 1–2 days per week.

You’ll build relationships, assess clients’ finances, and recommend suitable lending solutions while coordinating with lenders and solicitors through the application

Qualifications

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

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 and prepare 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 opportunities to assist clients with other financial products.

Skills

Mortgage lending knowledge

Communication skills

Relationship-building

Time management

Independent worker

SMSF lending

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 Pty Ltd – Mount Kuring-Gai NSW is seeking an experienced Mortgage Broker to join our growing team. You will work with a steady pipeline of referrals and manage clients from enquiry to settlement, supported by a virtual assistant, CRM and admin support, with the flexibility to work from home 1–2 days per week.

You’ll build relationships, assess clients’ finances, and recommend suitable lending solutions while coordinating with lenders and solicitors through the application