Job Description
We're looking for a confident, switched-on and highly organised person to become the right hand to an experienced Senior Mortgage Broker.
n
You don't need mortgage broking experience.
n
In fact, this role would be perfect for someone earlier in their career who is great with people, isn't afraid of the phone and wants the opportunity to learn the finance industry from someone with more than 12 years' experience.
n
You might currently work in customer service, administration, banking, real estate, a call centre or another client-focused role and be wondering what your next move could be.
n
This could be it.
n
What is the role?
n
Put simply: you'll look after the customers while the broker looks after the loans.
n
Our Senior Broker spends her time assessing scenarios, developing lending strategies, dealing with lenders and writing applications.
n
Your job is to manage everything happening around her.
n
That starts from the moment a new enquiry comes through.
n
You'll call the lead, have the initial conversation, understand what they're looking to achieve, gather some basic information and book them in with the broker.
n
Once they become a client, you'll help keep them organised and informed throughout the entire process.
n
As you learn the role, you'll become the person who knows what's happening with every client, what's outstanding, who needs following up and what needs to happen next.
n
You'll be responsible for
n
Calling new inbound leads and having the initial conversation
n
Asking the right questions to understand what the customer is looking to achieve
n
Qualifying enquiries and booking appointments with the broker
n
Following up leads who don't respond the first time
n
Re-engaging previous enquiries and existing clients
n
Onboarding new clients
n
Requesting and collecting supporting documents
n
Chasing outstanding documents and information
n
Keeping clients updated throughout their application
n
Managing phone calls, emails, callbacks and follow-ups
n




Keeping our CRM and client files accurate and up to date
n
Preparing client information for broker review
n
Liaising with lenders, valuers, solicitors, conveyancers and other stakeholders
n
Following up outstanding lender and application requirements
n
Assisting clients with loan documentation and settlement requirements
n
Keeping track of every active file and its next step
n
Making sure leads and clients don't fall through the cracks
n
Generally making the broker's life considerably easier!
n
There is a lot to learn, but you won't be expected to know it on day one.
n
You'll receive hands on training and gradually take on more responsibility as your knowledge and confidence grow.
n
Who we're looking for
n
We're much more interested in who you are than how impressive your resume looks.
n
You'll probably suit us if you're someone who:
n
Loves talking to people
n
Is confident picking up the phone and making outbound calls
n
Has a warm, friendly personality
n
Isn't afraid to follow someone up more than once
n
Is naturally organised
n
Loves lists, systems and knowing what's happening
n
Can juggle multiple things without losing track of them
n
Takes ownership instead of waiting to be reminded
n
Asks questions when you don't understand something
n
Can take feedback and run with it
n
Has good common sense
n
Takes pride in doing things properly
n
Wants to become genuinely good at what they do
n
You don't need to be a finance expert.
n
You do need initiative.
n
If a new lead hasn't been called, you call them.
n
If a client hasn't returned something, you follow them up.
n




If someone said they'd call back Tuesday and it's now Wednesday, you notice.
n
That's the type of person we're looking for.
n
Mortgage experience is not required.
n
We'd happily consider someone coming from:
n
Administration
n
Reception
n
Banking
n
Call centres
n
Insurance
n
Sales or appointment setting
n
Finance or lending support
n
We're looking for someone who wants to develop a long-term career in mortgage finance, client management and broker support and become an significant part of our business.
n
About us
n
National Home Loans Group is a boutique mortgage brokerage based in Braybrook.
n
We specialise in complex lending scenarios where mainstream banks often can't assist.
n
You'll work directly alongside our Senior Mortgage Broker, who has more than 12 years' industry experience, as well as our receptionist and another team member working within the property development side of the business.
n
We're a small office, so you won't be employee number 347.
n
You'll work closely with the people around you, receive proper hands on training and become an important part of the day to day operation of the business.
n
As you develop, so will the level of trust, responsibility and autonomy you're given.
n
We're looking for someone who wants to settle in, learn the role properly and become a long‐term part of the team.
n
What we offer
n
$60,000 – $70,000 + super, depending on experience
n
Monday to Friday — no weekends
n
Full on the job training
n
Direct mentoring from a Senior Mortgage Broker with 12+ years' experience
n
The opportunity to learn the mortgage and finance industry from the ground up
n
A diverse role combining customer service, lead management and administration
n
Modern systems and structured processes
n
Small, supportive office environment
n
Increasing responsibility and autonomy as you develop
n
A genuine long‐term position for the right person
n
Free onsite parking
n
Braybrook location

📌 Mortgage Specialist - Sales & Broker Support (Victoria)
🏢 National Home Loans Group
📍 Victoria