Mortgage Innovations is an award-winning mortgage broking business delivering seamless, stress-free home loan experiences. Having won Best Customer Service (Office) two years in a row at the Better Business Awards, we pride ourselves on delivering an exceptional client experience. We're a hardworking team who love what we do and like to have fun along the way.
We're looking for a proactive, tech-savvy and highly organised Personal Assistant / Appointment Setter with a warm and friendly personality to support our Head Broker and be the first point of contact for our clients.
Key Responsibilities
* Manage incoming calls, emails, and the Head Broker's inbox
* Book, confirm, and reschedule client appointments
* Follow up clients for documents and send file invites
* Maintain CRM and ensure all follow-ups are completed
* Coordinate meetings, calendars, and general admin
* Work with the Customer Care Specialist on annual reviews, fixed rate expiries, and interest-only periods
* Identify opportunities within our existing client base
About You
* Minimum 1 year experience in a mortgage broking office or residential lending environment (essential)
* Strong appointment setting and client follow-up skills
* Tech-savvy with CRM experience (MyCRM experience highly regarded)
* Warm, friendly, and professional
* Highly organised with excellent communication skills
Why Join Us?
* Award-winning, supportive team culture
* Work hard, have fun environment
* Birthday leave + monthly massages
* Growth opportunities within the business
If you enjoy a fast-paced role and love delivering great client service, we'd love to hear from you.