23 Aug
|
Protego Finance
|
Munno Para
23 Aug
Protego Finance
Munno Para
About the role
This is a commission-only opportunity for a driven mortgage broker who wants to maximise their earning potential with the backing of an established business. Whether you're an experienced broker or ready to transition into broking, you'll have access to an existing client database, ongoing lead opportunities, dedicated onshore and offshore administrative support, CRM, compliance and lender systems, mentoring, and flexible working arrangements. If you're motivated, client-focused, and excited by the opportunity to build your own book while leveraging our support and infrastructure, we'd love to hear from you.
Key responsibilities
Manage client enquiries from initial contact through to settlement
Conduct detailed fact finds and needs analysis
Assess loan servicing and suitability across multiple lenders
Structure lending solutions for owner-occupiers, investors and refinancers
Present recommendations and loan options to clients
Gather supporting documentation and maintain compliance records
Liaise with lenders, solicitors, conveyancers and other stakeholders
Maintain regular contact with clients throughout the application process
Generate business through referrals, networking and relationship management
Conduct annual client reviews and identify retention opportunities
About you
Certificate IV in Finance and Mortgage Broking
Strong communication and relationship-building skills
High attention to detail
Ability to work autonomously
Strong customer service focus
Current Australian driver's licence
Minimum 2 years experience in mortgage broking, banking, or lending
Diploma of Finance and Mortgage Broking Management (highly regarded)
Existing referral relationships (highly regarded)
Experience with aggregator and lender systems (highly regarded)
About us
Protego Finance is a growing Adelaide-based mortgage brokerage helping everyday Australians and small business owners achieve their financial goals. We pride ourselves on providing personalised advice, exceptional service, and long-term client relationships. We have an established client base, strong referral networks, dedicated administrative support, and access to a wide range of lenders.
Benefits
Access to an established client book and referral prospects
Strong administrative and compliance support
Adaptable work arrangements
Ongoing mentoring and career development
Industry-leading technology and systems
Collaborative and supportive team culture
Genuine growth opportunities opportunities
📌 Mortgage Broker Munno Para
🏢 Protego Finance
📍 Munno Para