Regal & Co. has established itself as boutique player in the industry with a no-nonsense approach to Real Estate and Financial Services over the last 20years. As a member of the Australian Finance Group and the Mortgage and Finance Association of Australia, we take pride in our ability to provide the best possible financial solutions.
As our company continues to grow and develop, you will be a liaison for a portfolio of our clients, assisting them with various lending requirements. You will be responsible for managing the entire process, from loan application to settlement, while ensuring compliance with regulations and processes. You will need to have an in-depth knowledge in loan structuring, understanding loan borrowing capacity & the regulatory obligations of a Mortgage Broker.
You will be working directly underneath our Director, who will guide you to be able to focus on the core aspects of your role to ensure we continue to provide the highest level of service to our clientele.
There will be a 5 week handover with our current Senior Mortgage Broker to establish a good understanding of internal processes and the requirements that your role will need.
The Candidate
* Minimum 3 years broking experience with Diploma in Mortgage Broking.
* Familiarity with the AFG Flex system (not required but highly sought)
* Unwavering integrity and a self-driven approach to achieve business growth autonomously.
* Exceptional customer service skills and a high level of professionalism
* Proven track record in providing comprehensive broking and lending advice, managing the process from application to settlement.
* Thrives on challenges and adept at problem-solving, with a keen ability to convert leads into successful loans.
* Highly motivated and determined to establish enduring relationships with clients and customers.
* We are preferential to someone living local, who knows and understands the Bayside area.
This is an excellent opportunity for a professional individual that really wants to develop their career in a fast-growing industry under the guidance of the experienced team.
The Role
We are not looking for someone to go out and get leads, we have been established since 2003 and are looking for someone to maintain our existing clients and assist with any of their lending needs, as well as with our referral partners.
* Look after our referral partners and cultivate a strong relationship with them.
* Maintaining and growing your own portfolio, contacting our existing clients to perform reviews and ensure your portfolio remains happy with our services.
* Gain a deep understanding of clients' objectives, requirements, and borrowing capacity.
* Identify optimal loan solutions for customers, collaborating with the support team to analyse documentation and align with banks' products and customer needs.
Perks of the Role
A major perk of this role will come from the team you will be working with. Regal & Co prides itself on being a tight-knit organisation that focuses on teamwork and collaboration.
* This role will be a hybrid position, with 3 days in office and 2 days from home.
* Company laptop, mobile phone, and fuel card provided.
* Mentoring provided by our Director.
* Regular team lunches.
Remuneration
We are offering a generous salary package, at $135,000.
If you have a genuine drive to learn and succeed, you work well as a team member and have the ability to work in a fast-paced industry, then we would like to hear from you.
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