About the Role: We are seeking an experienced Mortgage Specialist to join our team in Australia. As an expat mortgage specialist, you will collaborate with our global team to deliver exceptional service to clients.
Your Responsibilities:
* Handle warm, fully-qualified leads passed directly to you.
* Provide expert credit advice and guide clients through their mortgage journey from initial inquiry to submission.
* Offer tailored solutions for expat and non-resident clients based overseas.
Key Performance Indicators (KPIs): Meet KPI objectives, such as:
* # of meetings taken and the meeting outcomes
* # of fact-finds done on call
* # of document collection portal sent
* # of application forms signed
* # of application submissions
Collaboration: Work closely with support teams in Hong Kong, Singapore, and Offshore to process loans efficiently.
Relationship Management: Build trust and rapport with clients over phone, video call, text and email, ensuring their needs are met.
Compliance & Documentation: Accurately document client interactions and maintain a clear pipeline in our CRM.
Requirements: To be successful in this role, you should have:
* At least 3-5 years of experience in Australian mortgage broking, lending, or finance.
* Has worked with high net worth individuals.
* Previous exposure to expat, foreign income or non-resident lending is a bonus (not required).
Skills & Qualifications: The ideal candidate should possess strong numerical and analytical skills, excellent communication and interpersonal skills, excellent sales skills, and proven ability to close.
Benefits: You'll enjoy a competitive compensation package, including an industry-leading commission structure, remote work with independence, dedicated admin team, marketing & lead gen team, sales development team, tech-enabled operations, exciting client base, and opportunities for growth and development.
Why Join Us: Our company culture values agency, accountability, exceptional customer service, and continuous self-improvement. If you're passionate about delivering outstanding results and exceeding expectations, we encourage you to apply.