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 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: Fiercely Pro-Consumer Fairness Hyper Transparency Data Driven Fun 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 Pipeline Activity Metrics: Number of client documentation returns Number of loan recommendation meetings Outcome Metrics: Dollar value of approvals and settlements Conversion Metrics: Conversion rates across each stage of the sales funnel Quality Metrics: Minimum Information Requirements (MIRs) as a percentage of applications QA (Quality Assurance) performance Performance Incentives: Aligned to scorecard targets and lending settlement value 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 lyoung@fuserecruitment.com 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
