This is an entry-level Junior Mortgage Broker role designed as a structured traineeship into a long-term career in mortgage broking.
In the first 6–12 months, you will work closely with senior brokers and the credit team, acting as the key intermediary between clients and the brokerage. Your focus will be reviewing client documentation, identifying what is missing or time-sensitive, and communicating clearly with clients to progress loan applications.
This role mirrors the real foundations of a successful mortgage broker. As you develop, you will progress into a Credit Analyst role and ultimately into a Mortgage Broker position. For the right person, this pathway almost guarantees long-term success in the industry.
Key Responsibilities (Initial Phase)
* Review incoming client documentation for loan applications
* Label, organise, and upload documents accurately
* Identify missing, expired, or incorrect documentation
* Communicate with clients regarding outstanding requirements
* Follow up clients to ensure documents are provided within required timeframes
* Act as the intermediary between clients, brokers, lenders, and internal teams
* Maintain accurate file notes and application status updates
* Ensure files are assessment-ready prior to submission
Career Progression
As capability increases, you will be trained in and exposed to:
* Servicing calculations and lender policy checks
* Credit submissions and lender queries
* Loan structuring fundamentals and strategy
* Progression into a Credit Analyst role
* Long-term pathway to becoming a Mortgage Broker
What We're Looking For
* Strong attention to detail
* Highly developed communication skills (written and verbal) – highly desirable
* Experience in a similar industry (finance, banking, real estate, conveyancing, legal, or admin-heavy roles) – highly desirable
* Comfortable following up clients and managing timelines
* Organised, reliable, and process-driven
* Open to learning, coachable, and receptive to feedback
* Genuine interest in finance, property, and mortgage broking
* Long-term mindset toward building a career in the industry
Why Join Us
* Learn directly from one of Australia's top-performing mortgage brokers
* Clear, structured career progression — no guesswork
* Hands-on exposure to real files, clients, and lending scenarios
* High-performance, supportive team environment
* Training focused on real-world broking, not theory alone
Benefits and Perks:
* Employee wellness benefits including gym memberships
* Subsidised mobile phone & internet
* Laptop + all the newest finance technology at your fingertips
* Ideal office locations (city fringe urban hubs with transport options)
* Access to employee discount program (major retailers, restaurants, utilities, experiences and more)
* Flexible public holiday swap option - swap up to 2 public holidays a year for those that are more meaningful to you
This is not a generic admin role. It is a deliberate pathway into a serious mortgage broking career.