This is a hands‑on associate role working directly on live deals to learn the full mortgage process from start to finish under an owner who is a strong teacher. With the right attitude and effort, you can be writing your own deals as a mortgage broker within six months.
Key responsibilities
- Credit analysis of client files
- Servicing calculations
- Review of financials, income, and supporting documents
- Preparing files for submission to lenders
- Pushing applications through to approval
- Chasing settlements and clearing conditions
- Post-settlement management and client follow‑up
- Supporting the broker on live transactions so you learn how a deal is actually won and closed
About you
- Someone who wants to be developed into a broker, not just fill a support seat
- Strong attention to detail and comfort with numbers
- Clear communication and the drive to follow a file until it settles
- A willingness to learn quickly and take ownership of tasks
- Prior finance, banking, or client‑facing experience is useful but not required if the attitude is right
- Direct training from the owner across the full deal cycle
- A clear path from associate work to writing your own loans
- KPIs tied to commission, plus referral incentives built into the role
- Scope to grow into future roles as the business expands
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