Senior Mortgage Broker — Lead Growth & Strategy

Zion Financial; Sunshine Coast Regional; On-site; AUD 90,000 - 110,000; Full time

Benefits offered by this job

Base salary + super

Commission with on-target earnings of

Broker tools: Quickli & Jiffi AI

Established client book ready for refi

Job summary

Zion Financial is a Sunshine Coast financial planning and mortgage broking firm based in Maroochydore. We help families and wealth-conscious Australians align their finances with their life goals, from buying a first home to building a property portfolio and planning for retirement.

We’re growing, and our mortgage broking side is busier than it has ever been. We are seeking an experienced Senior Mortgage Broker to look after our clients and help build the broking team as we grow.

Qualifications

• 3+ years writing residential home loans, including investment lending.
• Accreditation with aggregator and credit representative registration is expected.
• Proven ability to grow and manage a referral network.

Responsibilities

• Manage your own clients from first meeting through to settlement.
• Grow your referral network and bring in new clients.
• Structure home, investment, refinance, construction and self-employed lending.
• Collaborate with financial advisers on shared clients and long-term strategy.
• Prepare compliant, well-evidenced applications.
• Work with lenders and BDMs to move deals through.
• Contribute to shaping broking processes and team growth.

Skills

Residential lending

Investment lending

Client relationship management

Education

Certificate IV in Finance and Mortgage Broking

Tools

Jiffi AI

Quickli

CRM systems

Job description

Zion Financial is a Sunshine Coast financial planning and mortgage broking firm based in Maroochydore. We help families and wealth-conscious Australians align their finances with their life goals, from buying a first home to building a property portfolio and planning for retirement.

We’re growing, and our mortgage broking side is busier than it has ever been. We are seeking an experienced Senior Mortgage Broker to look after our clients and help build the broking team as we grow.