About Us

At Brokerage & Co., our mission is clear: to become the industry leader in finance and guidance by delivering unparalleled education and value to Australians looking to build wealth through property. We are a family-owned company that cares deeply about our employees, both professionally and personally. At Brokerage & Co., we are more than just colleagues; we are a family that supports each other in every way.

This is not just a job; it is a career with ample opportunities for growth and development. We work hard and love to have fun in the office. We truly enjoy each other's company and are looking for someone who can fit into and grow with our culture. We seek someone who shares our vision and passion, and for the right candidate, unprecedented career growth awaits. With unlimited reviews and the ability to excel as fast as your knowledge and perseverance can take you.

Our Vision and Values

Vision: To become the industry leader in finance and guidance.

Values: Client for life mentality, seamless experience, partnership, care, and attention.

Opportunities: Growth within the company, career progression, and personal development.

About the Role:
We are looking for a go-getter, someone with drive, proficiency, well-presented, and a positive attitude to support a busy finance brokerage on a full-time, in-office basis.

Key Responsibilities:

• Build rapport with clients

• Solicit information proactively to expedite the loan process

• Engage regularly with Brokers

• Liaise with our Mortgage Brokers, Lenders, Clients, and key stakeholders

• Guide clients through the loan application process

• Process applications from broker handover to loan approval

• Assist brokers with tasks such as discharges, pricing, policy, and servicing

Key Responsibilities

• Client Meetings: Meet with clients to understand their financial situation, discuss their needs, and recommend suitable mortgage options.
• Loan Assessment: Evaluate loan options based on clients' credit history, income, and debt-to-income ratio.
• Lender Liaison: Work with lenders on behalf of clients to secure the best possible mortgage terms and rates.
• Financial Guidance: Provide guidance on all aspects of the mortgage process, including down payments, closing costs, and repayment terms.
• Compliance: Ensure adherence to federal and state regulations, including consumer protection laws.
• Relationship Building: Maintain strong relationships with clients, referral partners and lenders to ensure satisfaction with our services.

What We Offer

• Leverage company-generated leads to support growth
• A fun, welcoming work environment
• Opportunities for growth and development
• Attendance at industry events
• Competitive compensation and benefits
• Round-the-clock support and ongoing training
• A locally owned and operated company

Company Culture

• We pride ourselves on a strong company culture and ensure all employees fit well into the group dynamic.
• We care about our employees not just in a professional setting but also on a personal level. We foster a supportive and inclusive environment.

About You

You are a motivated and skilled mortgage broker with a passion for helping clients achieve their financial dreams. You possess a deep understanding of loan products and excel at tailoring mortgage solutions to meet each client's unique needs. Your excellent communication skills enable you to guide clients through the mortgage process easily, and your keen attention to detail ensures accuracy and efficiency in every transaction. You are dedicated to building strong relationships with clients and partners, making you an essential asset to our team.

Required Skills

• Excel in a fast-paced environment
• Work independently and as part of a team
• Relevant experience in a Banking/Broking role
• Excellent communication skills and dedication to setting realistic client expectations
• Strong problem-solving skills

Required Knowledge & Qualifications

• Certificate IV in Finance and Mortgage Broking or Diploma
• Ability to self-generate business through your own network
• Satisfy responsible lending obligations and BID requirements
• Experience as a mobile lender, broker, or parabroker required

Impact and Purpose

This role is vital to our business. You will work closely with our CEO, founder, and Executive Support Specialist. Your contributions will be highly valued, and you will play a crucial role in helping our clients achieve their financial goals.

Apply Today

Take the next step in your career with Brokerage & Co. – a place where your efforts and achievements are recognised and rewarded. Join us on our journey to becoming the industry leader in finance and guidance.