Role and ResponsibilitiesSales and Client Advisory:Handle warm, fully-qualified leads passed directly to you.Provide expert credit advice and guide clients through their mortgage journey from initial inquiry to settlement.Offer tailored solutions for expat and non-resident clients based overseas.Collaboration:Work closely with support teams in Hong Kong, Singapore, and Offshore to process loans efficiently.Maintain open communication via Slack, email, and video calls.Relationship Management:Build trust and rapport with clients over phone and email, ensuring their needs are met.Deliver a white-glove experience for high-net-worth clients, meeting their expectations for clarity, speed, and professionalism.Compliance and Documentation:Accurately document client interactions and maintain a clear pipeline in our CRM.Stay updated on Australian mortgage regulations and lender requirements.What We Expect from YouAt least 2 years of experience in Australian mortgage broking, lending, or finance.Previous exposure to expat or non-resident lending is a bonus (optional).Strong numerical and analytical skills to provide accurate credit advice.Excellent communication and interpersonal skills, particularly over phone and email.High degree of self-motivation, discipline, and accountability to work autonomously.Certificate IV or Diploma in Mortgage and Finance Broking.Must currently reside in Perth or Sydney.
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