We are currently seeking a skilled and experienced Mortgage Broker (Real Estate) with a strong background in the Australian mortgage broking landscape. The ideal candidate will possess a deep understanding of pay slips, financial documentation, PAYG concepts, CRM systems, and lender processes. This role offers a dynamic opportunity for an individual who excels in client relations, financial analysis, and navigating the intricacies of the mortgage industry.

Mortgage Consultation:

• Conduct thorough consultations with clients to understand their financial goals, assess their mortgage needs, and provide tailored solutions.

Financial Documentation Analysis:

• Demonstrate proficiency in analyzing pay slips and financial documents to assess client eligibility for various mortgage products.

PAYG Understanding:

• Utilize a comprehensive understanding of PAYG (Pay As You Go) principles to guide clients through the financial aspects of mortgage applications.

CRM Utilization:

• Effectively utilize Customer Relationship Management (CRM) systems to manage client interactions, track progress, and ensure timely follow-ups.

Lender Process Management:

• Navigate and manage the end-to-end processes with various lenders, ensuring seamless communication and adherence to industry regulations.

Market Research:

• Stay updated on market trends, interest rates, and regulatory changes to provide clients with accurate and informed advice.

Client Relationship Management:

• Build and maintain strong relationships with clients, providing ongoing support and ensuring a positive experience throughout the mortgage process.

• Minimum of 2 years of experience as a Mortgage Broker within the Australian mortgage broking landscape.
• Proficiency in using CRM systems like Quickli, Salestrekker, Mercury to track and manage client interactions. 
• Familiarity with mortgage aggregator platforms such as AFG, Connective, and SFG
• In-depth knowledge of pay slips, financial documents, PAYG concepts, CRM systems, and lender processes.
• Excellent communication and interpersonal skills
• Strong attention to detail and organizational skills
• Ability to multitask and prioritize tasks effectively
• Australian experience is a plus
• Proven track record of successful mortgage negotiations and client satisfaction.
• Familiarity with current industry regulations and compliance standards.
• Reliable internet connection and home office setup