Join the Mortgage Bridge team

What you will do

• Meet clients, understand their goals and financial position, and recommend loan options and structures that are in their best interests, in line with the best interests duty under the National Consumer Credit Protection Act 2009 (Cth).
• Handle complex scenarios, including self-employed and low-doc borrowers, company and trust structures, construction and land or subdivision finance, guarantor loans and bridging finance.
• Help existing borrowers review and refinance their loans, including multi-property portfolios.
• Compare products across our lender panel, prepare and lodge applications, and manage them through to approval and settlement with lenders, BDMs and conveyancers.
• Complete all required compliance documentation accurately and on time.
• Work with our property management team so investor clients have one team from finance to lease.
• Build and maintain referral relationships with accountants, real estate agents and other professionals.

What you will bring

• Certificate IV in Finance and Mortgage Broking (FNS40821 or an earlier equivalent version).
• Mortgage broking or lending experience. There is no minimum number of years.
• Fluent English and at least one of Mandarin, Cantonese or Vietnamese.
• Full working rights in Australia.

Highly regarded

• Diploma of Finance and Mortgage Broking Management (FNS50322).
• Experience with self-employed, company, trust or construction lending.
• An existing client base or referral network in Sydney.

What you will do

• Make first contact with new enquiries and help us keep our promise to call clients back within 12 hours.
• Collect, check and organise client documents, including ID, payslips, tax returns, BAS and company financials, and follow up on anything missing.
• Enter applications into our CRM and lodgement platforms and prepare servicing calculations for broker review.
• Track applications through assessment, valuation, conditions, loan documents and settlement, and keep clients and brokers updated at each step.
• Liaise with lenders, conveyancers and our property management team.
• Keep every client file complete and ready for compliance review.

What you will bring

• Strong attention to detail and the ability to manage many files at once.
• Clear written and spoken English.
• Confidence with spreadsheets and online systems.
• Full working rights in Australia.

Highly regarded

• Mandarin, Cantonese or Vietnamese.
• Experience in mortgage processing, credit or banking operations. There is no minimum number of years.
• Certificate IV in Finance and Mortgage Broking.
• Experience with broker CRM or lodgement platforms, for example ApplyOnline.