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May

Mortgage Broker

Advance Recruitment Partners - East Toowoomba, QLD

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

Are you wanting to get into Mortgage Broking industry on a full-time basis, build on the skills you have already developed either working in banking or lending, to assist an established and highly regarded Mortgage Broking business in Toowoomba?

Interviewing clients, submitting loans and processing approvals through to settlement are expected capabilities.

The role will offer the successful candidate excellent working conditions, a competitive base salary + bonus whilst working in a family-friendly environment. Some leads will be regularly provided on an ongoing basis and there will be exceptional support and a collaborative environment within the office.

The Role

As part of this expanding division, this company is looking for a highly motivated mortgage broker to join their team. 

Bringing your experience and skills to the table, your role will be to help clients identify their opportunities for building a wealthier tomorrow. You will be responsible for assessing their current finances, existing lending, and future lending possibilities, assess their current and forecast cashflows to advise them of the best pathways to achieve their goals.

General lead generation is handled by the groups marketing team, so you will not be required to source your own leads straight away. 
 

In order to achieve this, your Key Responsibilities will be:

  • Gain Trust and advise clients on finance matters that align with their personal and financial goals and objectives.
  • Help in determining client’s current financial position and their future potential opportunities. 
  • Recommend lending solutions that offer optimal outcomes for clients. 
  • Conduct and Review Fact Finds, client needs analysis, and financial documentation. 
  • Embrace the culture of the firm and work well with the team members within your division and across the company.
  • Attend Industry Events. 

About You:

You have a willingness and drive to help those around you. You are proud and confident about the achievements you have already made in your career. You take learning seriously and are proactive in your approach to accumulate knowledge to improve the work that you do.

Your problem-solving ability is second to none and you build relationships with ease. You are looking for a career that will provide you with a wonderful sense of purpose in your working life, knowing the positive impact you have made in your clients’ lives.

What You Need For Success:

  • Certificate IV
  • Outstanding verbal and written communication skills.
  • Genuine desire to help others.
  • A proactive approach and a strong commitment to personal and professional growth.
  • 100% commitment to customer excellence by providing a first-class experience.
  • A passion for finance, property, and wealth creation.
For more information please contact steve Reed on 0466 474 387 and email your CV direct to [email protected]