Mortgage Broker

The Good Broker; Tauranga; Hybrid; NZD 180,000 - 280,000; Full time

Job summary

A leading mortgage brokerage in Mount Maunganui is seeking an experienced Banker to Mortgage Broker. You will convert warm leads and have the autonomy to manage clients with solid support. The ideal candidate has over 3 years of home lending experience and is expected to achieve significant settlements while maintaining compliance. Competitive compensation and growth paths are offered. The position promotes a hybrid work model.

Benefits

Warm leads daily

180k OTE year 1

Daily coaching for the first 4 weeks

Qualifications

• 3+ years of home lending experience, fast-paced and adaptable.
• Strong communication skills and client management excellence.
• Clean compliance record and CRM discipline.

Responsibilities

• Convert a steady flow of warm leads quickly.
• Structure deals and provide clear client advice.
• Maintain impeccable compliance and audit readiness.

Skills

Home lending experience

Credit structuring

Client management

Education

NZCFS Level 5 (Residential Property Lending)

Job description

Overview

Banker to Mortgage Broker - Run Faster With Warm Leads & Real Autonomy

Company: The Good Broker

Location: Mount Maunganui (Hybrid Flexi)

Type: Full-time

Why this role?

The main reason new brokers fail is lack of leads (not lack of banking skill). We have more warm inbound leads than we can handle. We are the only brokerage in Tauranga offering salaries or retainers to brokers to join us. We have a proven track record of taking bankers and turning them into exceptional brokers — our first “banker to broker” (Mike) settled $6.27m in his 2nd full month and will settle 8-12m in his 3rd full month, while achieving 20+ 5-star reviews. For context, maintaining $6.27m per month would place him among the top NZ brokers. We operate in a high tech, high performance environment with a solid coaching culture. You’ll run faster than a bank allows, with real autonomy, support (focus on speaking with new and existing customers and doing strategies, not admin and collecting docs), and a compensation plan that rewards performance. We pay a retainer/salary. Who do you think will put more effort into training you and providing leads — the company paying you a retainer/salary or a commission-only gig?

Responsibilities

• Convert a steady flow of warm leads — just submitted a form/quiz that same day; these are not a stale database we’re calling. Focus on speed-to-first-contact (≤15 minutes) and high-quality discovery.
• Structure deals across major NZ lenders; own policy navigation (get help if you are stuck), servicing calculations, pricing requests, and clear client advice.
• Keep immaculate compliance: disclosures, file notes, record-keeping, and audit readiness.
• Build and nurture client and third-party relationships.
• Collaborate in weekly strategy clinics; share wins and learnings with the team.

What success looks like (outcomes-based scorecard)

First 100 days

1. Time-to-first settlement inside 60 days
2. 40+ active files
3. ≥70% of leads contacted in 15 minutes
4. Clean internal and external compliance audits
5. 10+ positive 5 star reviews (0 negative)
6. $5m+ in settlements
7. $15m+ in pipeline

6 months

1. Consistently hitting monthly minimum settled volume target $5m per month
2. Zero material compliance exceptions

What you’ll get

• Warm leads daily + responsive admin credit support
• 180k OTE year 1, $240k OTE year 2, $280k OTE year 3
• 30–60–90 onboarding with playbooks, scripts, case studies, strategy sessions.
• Daily coaching for the first 4 weeks
• Ongoing regular training to keep you hitting target
• Tools: Best in class CRM, telephony, unique AI tooling, custom pricing/servicing calculators, best in class sales tools, all the premium apps — we don’t mess around with free versions and buggy tech.
• Growth paths: Senior Broker → Lead Broker → Team Lead → Area manager → Franchise owner (model TBC)?

What you bring

• 3+ years home lending (bank or broker), with evidence of fast pace, integrity and adaptability
• Strong credit structuring and policy navigation
• Client management and communication excellence (objection handling, clear advice)
• Clean compliance record, CRM discipline
• NZCFS Level 5 (Residential Property Lending) completed or in progress; FSPR eligibility

How to apply

Send your CV plus

1. three bullet wins:

1. Fastest settlement you’ve achieved (from first contact)
2. Toughest deal solved (how you did it)
3. Best month (apps and settled volume)

any questions you have

extra points if you send a loom saying why you are a good fit

Email: [e-mail]