Purpose of the Role

The Mortgage Broker plays a pivotal role within our client’s lending team, offering tailored mortgage solutions to a wide range of customers. This role is responsible for driving lending growth through exceptional customer service, strong referral networks, and a deep understanding of lending products and processes. The role also contributes to shaping our client’s innovative, customer-first lending model.

Key Responsibilities

• Fiercely Pro-Consumer
• Fairness
• Hyper Transparency
• Data Driven
• Fun

• Guide clients through the entire lending journey—from needs analysis and product recommendations to application and loan settlement.
• Develop and maintain strong relationships with new and existing clients, providing ongoing support and identifying new lending and referral opportunities.
• Expand personal and professional networks to generate additional leads and lending opportunities.
• Stay up-to-date with our client’s tools, systems, and processes to deliver consistent and efficient customer experiences.
• Apply knowledge of credit policies and procedures to ensure successful outcomes for clients.
• Identify and act on cross-selling opportunities that meet customer needs and support our client’s growth strategy.
• Collaborate closely with the Loan Processing team to ensure timely and accurate loan processing.
• Provide feedback to support continuous improvement of our client’s lending processes and client experience.
• Demonstrate and uphold our client’s core values:

Required Skills & Experience

• Minimum 3 years of experience and proven success as a home lender or mortgage broker.
• Certificate IV in Finance and Mortgage Broking (Diploma preferred).
• Strong CRM experience and ability to work with digital lending tools.
• Outstanding communication skills—both verbal and written.
• Excellent interpersonal skills with the ability to build trust and rapport quickly.
• Strong organisational and time management abilities, with the capacity to manage multiple clients and priorities.
• Highly motivated and customer-focused, with a proactive approach to problem-solving.

Key Success Measures

• Number of client documentation returns
• Number of loan recommendation meetings

• Dollar value of approvals and settlements

• Conversion rates across each stage of the sales funnel

• Minimum Information Requirements (MIRs) as a percentage of applications
• QA (Quality Assurance) performance

• Aligned to scorecard targets and lending settlement value

• Pipeline Activity Metrics:
• Outcome Metrics:
• Conversion Metrics:
• Quality Metrics:
• Performance Incentives:

If you are ready to take the next step in your career and make a positive impact within a dynamic team, we encourage you to apply today.

For a confidential discussion about this opportunity, please call Lachie Young on 0411 931 034 or send your application to [email protected]

At Fuse, we specialise in recruitment for the wealth management industry and actively source for a broad range of established clients. If you are a financial planning or mortgage broking professional looking for your next opportunity, we'd love to hear from you!

If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!

#SCR-lachlan-young
#ChooseFuse