At a Glance
- Tasks: Meet clients, assess financial needs, and recommend tailored mortgage solutions.
- Company: ES Finance, a client-focused finance solutions provider in Canberra.
- Benefits: Full-time role with opportunities for professional growth and a supportive team environment.
- Other info: Join a dynamic team that values integrity and personalized service.
- Why this job: Make a real difference in clients' financial journeys while building your career.
- Qualifications: Experience in mortgage brokerage and strong communication skills required.
The predicted salary is between 58500 - 71500 $ per year.
Company Description
ES Finance provides tailored finance solutions for home buyers, property investors, and businesses seeking strategic lending options. The company focuses on understanding individual client goals to structure mortgages and finance packages that support long-term financial wellbeing. ES Finance combines market expertise with a client-first approach to deliver clear, accessible guidance through complex lending processes. Team members collaborate closely with clients and lenders to ensure smooth transactions and positive outcomes. The firm values integrity, transparency, and personalized service across all interactions.
Role Description
The Mortgage Broker role at ES Finance is a full-time, on-site position based in Canberra. The role involves meeting with clients to assess their financial needs, explaining available lending products, and recommending appropriate mortgage and finance solutions. Daily responsibilities include gathering and verifying documentation, preparing loan applications, liaising with lenders, and tracking applications through to settlement. The Mortgage Broker will also follow up with existing clients, assist with refinancing and debt consolidation, and maintain accurate records in line with regulatory requirements. The role includes contributing to local marketing initiatives, building referral networks, and supporting a professional, client-focused office environment.
Qualifications
- Strong knowledge of mortgage brokerage and experience working as a Mortgage Broker or in a similar lending advisory role
- Skills in brokerage operations and finance, including loan structuring, cash flow analysis, and understanding of credit policies
- Experience with debt consolidation solutions and refinancing strategies to support client financial goals
- Ability to support mortgage marketing activities, such as client outreach, relationship building with referral partners, and local market promotion
- Relevant qualifications in finance, business, or a related field; mortgage broking accreditation and compliance with local licensing requirements
- Excellent communication and interpersonal skills, with the ability to explain complex information clearly and build trust with diverse clients
- Strong attention to detail, organizational skills, and the ability to manage multiple applications and deadlines
- Comfort working on-site in Canberra, collaborating with team members and maintaining professional standards of conduct and confidentiality
Mortgage Broker in Canberra employer: ES Finance
ES Finance is an exceptional employer that prioritises a client-first approach, fostering a collaborative and supportive work culture in the heart of Canberra. Employees benefit from ongoing professional development opportunities, a strong emphasis on integrity and transparency, and the chance to make a meaningful impact in clients' financial journeys. With a focus on teamwork and local engagement, ES Finance offers a rewarding environment for Mortgage Brokers looking to thrive in their careers.
