At a Glance
- Tasks: Help clients find the best mortgage solutions and manage their loan journey.
- Company: Key Mortgage Brokers, a supportive team with a strong client base.
- Benefits: Flexible work-from-home options, dedicated support, and relaxed dress code.
- Other info: Full-time role with excellent career growth opportunities.
- Why this job: Join a growing team and make a real difference in clients' financial journeys.
- Qualifications: Experience in mortgage broking and strong communication skills required.
The predicted salary is between 63000 - 77000 $ per year.
Key Mortgage Brokers Pty Ltd – Mount Kuring-Gai NSW
Key Mortgage Brokers (KMB) is looking for an experienced Mortgage Broker to join our growing team.
KMB was established to provide mortgage broking services to customers of our existing asset finance business.
This gives you the opportunity to work with a strong pipeline of existing customer referrals while building long-term client relationships.
You'll be supported with a regular pipeline of quality leads, CRM support and an established business behind you, while having the autonomy to manage your clients from initial enquiry through to settlement and beyond.
Why work with us?
- Access to quality customer referrals each month
- Established customer base and lead pipeline
- Dedicated, experienced virtual assistant who has worked with us for over 2 years, is fully trained and ready to support you from day one
- CRM and administrative support
- Flexibility to work from home 1–2 days per week
- Your own office
- Onsite parking
- Relaxed dress code
About the role
You'll work directly with referred and prospective customers to understand their financial position, lending requirements and property goals, then recommend suitable lending solutions.
You'll manage the process from initial conversation through to application and settlement, working closely with lenders, solicitors and other parties along the way.
Key responsibilities
- Contact leads and arrange meetings with prospective clients
- Build strong, long-term relationships with clients
- Understand each client's financial position and lending requirements
- Research and recommend suitable mortgage solutions Prepare and submit loan applications
- Liaise with lenders, solicitors and other parties throughout the application process
- Keep clients informed throughout their loan journey
- Conduct post-settlement follow-ups and maintain ongoing client relationships
- Provide ongoing support on mortgage-related matters
- Identify appropriate opportunities to assist clients with other financial products and services
About you
- We're looking for an experienced broker who is comfortable managing their own clients and workload while being part of a supportive team:
- Strong knowledge of mortgage lending and lender products
- Excellent communication and relationship-building skills
- Strong time management and organisational skills
- A proactive, client-focused approach
- The ability to work independently and manage multiple applications
- Experience working with self-employed clients and SMSF lending
- A strong track record of converting enquiries into settled loans
- Experience in private lending
Essential qualifications and experience
- Certificate IV in Finance and Mortgage Broking, or Diploma of Finance and Mortgage Broking Management
- Minimum 2 years' experience in the mortgage industry, with previous mortgage broking experience
- Experience with Mercury/Nexus or a similar CRM/aggregation platform
- Current driver's licence
- Working hours and location
This is a full-time position of 38 hours per week, Monday to Friday during standard business hours.
Our office is located in Mount Kuring-gai, Sydney NSW, with flexibility to work remotely 1–2 days per week.
- Link to website: #about-us
- #J-18808-Ljbffr
Mortgage Broker in Sydney employer: Key Mortgage Brokers Pty Ltd
Key Mortgage Brokers Pty Ltd offers an exceptional work environment for Mortgage Brokers in Mount Kuring-Gai, NSW, with a strong focus on employee support and growth. Enjoy access to a steady stream of quality customer referrals, dedicated administrative assistance, and the flexibility to work from home part-time, all within a relaxed and collaborative culture that values your expertise and autonomy. Join us to build meaningful client relationships while benefiting from a well-established business framework that empowers your success.
Contact Details:
Key Mortgage Brokers Pty Ltd Recruitment Team
