Mortgage Broker

Reporting to the General Manager of Property Finance, the Mortgage Broker is responsible for providing clients with tailored financial solutions for the purchase or refinance of a property.


  • Qualifying and Converting Leads into applications and ultimately loan settlement.
  • Source and build own client base through Vendor relationships and other marketing opportunities.
  • Accurate completion of loan applications and making sure all relevant supporting information is collected and is up to date.
  • Financial analysis and loan application preparation required.
  • Working across Connective’s panel of Lenders to ensure the best deal for the client is obtained.
  • Liaising with Lenders throughout the loan decision process with regards to information required, timeframes and outcomes.
  • Arranging appropriate loan documentation.
  • Collating loan documentation and approval conditions for lodgement of settlement.
  • Liaising with Lenders to ensure settlement is effected in a timely manner.
  • Ongoing client management and maintenance including Updating/Maintaining Client files with Database as required,
  • Remain up to date and ensure compliance with legislative requirements including, Privacy Act and AML etc.
  • Remain up to date with various Lender policies and processes.


  • Completion of year 12 (QCE or HSC equivalent) is generally required.
  • Certificate IV in Finance and Mortgage Broking is required.
  • Clear Police Check.
  • Clear Bankruptcy Check.
  • Be able to obtain/qualify for accreditation with Connective.


  • Previous experience in the Mortgage/Property Finance Industry is desirable.

Key Competencies / Skills:

  • Strong Customer Service ethic.
  • Ability to communicate effectively with an array of customers.
  • Confidence in selling.
  • Sound organisation and planning skills.
  • Professional personal appearance.
  • Ability to handle pressure at times of peak workflow.
  • Ability to work autonomously and be available for your clients at all times.

Organisation Chart