We are currently seeking a skilled and experienced Mortgage Broker Assistant (Real Estate) with a strong background in the Australian mortgage broking landscape. The ideal candidate will possess a deep understanding of pay slips, financial documentation, PAYG concepts, CRM systems, and lender processes. This role offers a dynamic opportunity for an individual who excels in client relations, financial analysis, and navigating the intricacies of the mortgage industry.
Key Responsibilities: Mortgage Consultation: Conduct thorough consultations with clients to understand their financial goals, assess their mortgage needs, and provide tailored solutions.Financial Documentation Analysis: Demonstrate proficiency in analyzing pay slips and financial documents to assess client eligibility for various mortgage products.PAYG Understanding: Utilize a comprehensive understanding of PAYG (Pay As You Go) principles to guide clients through the financial aspects of mortgage applications.CRM Utilization: Effectively utilize Customer Relationship Management (CRM) systems to manage client interactions, track progress, and ensure timely follow-ups.Lender Process Management: Navigate and manage the end-to-end processes with various lenders, ensuring seamless communication and adherence to industry regulations.Market Research: Stay updated on market trends, interest rates, and regulatory changes to provide clients with accurate and informed advice.Client Relationship Management: Build and maintain strong relationships with clients, providing ongoing support and ensuring a positive experience throughout the mortgage process. Qualifications: Minimum of 2 years of experience as a Mortgage Broker within the Australian mortgage broking landscape.In-depth knowledge of pay slips, financial documents, PAYG concepts, CRM systems, and lender processes.Excellent communication and interpersonal skills.Strong attention to detail and organizational skills.Ability to multitask and prioritize tasks effectively.Australian experience is a plus.Proven track record of successful mortgage negotiations and client satisfaction.Familiarity with current industry regulations and compliance standards.Reliable internet connection and home office setup.