Key Responsibilities:
- Manage and follow up on warm leads and inbound client enquiriesprovided by the business.
- Understand clients’ financial circumstances, lending requirements and property finance needs.
- Recommend suitable lending products and solutions based on individual client requirements.
- Guide clients through the mortgage application process from initial enquiry through to approval and settlement.
- Maintain regular communication with clients and follow up effectively to maximise conversion opportunities.
- Liaise with lenders and relevant internal stakeholders to progress applications and resolve issues.
- Maintain accurate client records, application information and follow-up activities.
- Build strong client relationships and deliver a professional customer experience.
- Achieve individual settlement, conversion and revenue targets.
Key Requirements:
- Previous experience in mortgage broking, broker support, lending, loan processing or credit support.
- Experience across both residential and commercial lending.
- Strong credit sense and understanding of lending and documentation requirements.
- Good understanding of the loan application and credit assessment process.
- Strong attention to detail with the ability to prepare accurate and complete application files.
- Confident communicating with clients to collect information and documentation.
- Strong organisation and follow-up skills, with the ability to manage multiple applications.
- Able to work effectively with brokers, clients and Credit teams.
Email Andrea.Yu@brilliantalent.com.au or contact (+61) 0411 429 996 to discuss this role further.