Reverse Mortgage Broker – VIC

Closing on: Mar 31, 2020

JOB TITLE: Reverse Mortgage Broker – Victoria

JOB TYPE: Agent / independent contractor (this is not a salaried position)

LOCATION: Melbourne & mobile

SUPERVISOR/MANAGER: CEO

MAIN DUTIES/RESPONSIBILITIES:  

  • Respond to in-bound enquiries for reverse mortgage loans (all leads supplied)
  • Book appointments for loan interview
  • Prepare and submit applications, manage through to settlement
  • Liaise with borrowers & lenders
  • Prospecting high-potential referral groups
  • Comply with all key regulatory and lender requirements
  • Follow internal compliance processes
  • Reporting on work activity
  • Achieve KPI’s & grow revenue
  • Post-settlement customer servicing 

SKILLS & EXPERIENCE

 Qualifications:   

  • Certificate IV in mortgage lending (not a prerequisite for applying – but needed prior to role commencement)
  • Ability understand client business needs, & recommend appropriate solutions
  • Ability to work unsupervised, and to self-motivate
  • Empathy for people over 60 years; understanding of issues related to seniors & ageing
  • Car, driver’s license, laptop & mobile phone essential

Experience:

This self-employment role would suit people with a background in financial services who are looking for an opportunity to work largely from home.

Min 2 years+ previous experience in a similar role is required. Strong applicants from other industries also considered.

Skills: 

  • Excellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook)
  • Excellent verbal and written communication
  • Strong public speaking & presentation skills
  • Good organisational and time management skills
  • Proficiency in Zoho CRM or similar also welcome
Job Category: Contract
Job Type: Full Time
Job Location: Melbourne

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