Financial Broker Role
Develop a tailored approach to deliver exceptional financial services and build lasting relationships through expert advice.
Seeking an experienced Financial Broker to join the team in Burleigh, focussing on residential and commercial lending with a deep understanding of the local market.
This is an excellent opportunity to leverage your skills and knowledge to achieve outstanding results.
Key Responsibilities:
* Client Engagement: Foster strong client relationships through targeted networking, referrals, and marketing initiatives.
* Loan Applications: Process loan applications, gather required documentation, and conduct thorough financial assessments.
* Loan Structuring: Provide authoritative advice on interest rates and repayment terms.
* Negotiation: Negotiate with lenders to secure optimal terms.
* Compliance: Ensure adherence to regulatory requirements and industry standards.
* Relationship Management: Develop and maintain strong relationships with clients, lenders, and professionals.