Our client is a wealth management firm that is seeking an experienced and client‑focused Mortgage Broker to join highly experienced team.

This role is ideal for someone who thrives in a rapid‑paced environment, understands lending policy in depth, and is committed to delivering exceptional service. You will work closely with clients to understand their financial goals, source suitable lending solutions, and manage the loan process from initial enquiry through to settlement.

This is a rare prospect where quality client leads will be provided

Responsibilities
Work closely with the business to provide strategic lending advice tailored to the needs of high‑quality clients, including professionals, business owners, and investors
Engage with clients to assess financial needs, borrowing capacity, and long‑term objectives
Provide tailored recommendations that align with client objectives and regulatory requirements.
Assess client financial situations, goals, and borrowing capacity.
Research and compare loan products across multiple lenders.
Prepare and lodge loan applications, ensuring accuracy and compliance.
Liaise with lenders, real estate agents, conveyancers,



and other stakeholders
Provide clear explanations of loan structures, fees, and obligations
Maintain accurate documentation and ensure compliance with industry regulations
Build and nurture strong client relationships and referral networks
Stay current with lending policies, interest rate movements, and market trends

Skills & Experience
2 to 5 years proven experience as a mortgage broker
Have a current MFAA Accreditation and a Diploma in Financial Services – Finance & Mortgage Broking.
Robust understanding of lending structures, credit policy, and lender policies
Exceptional communication, presentation, and relationship‑management skills
High attention to detail and the ability to manage multiple client files with precision
Ability to analyse financial documents
Accreditation with major lenders and membership with MFAA or FBAA (or willingness to obtain)
Proficiency with loan‑lodgement platforms and CRM systems

If you believe that you meet the selection criteria, please apply now for an immediate review of your resume.

📌 Mortgage Broker Melbourne (Australia)
🏢 Vivere Recruitment Group
📍 Australia