Dream big. Live confident.

Mortgage Broker Assistant/Trainee

Full Time Position

Due to continued growth, an opportunity now exists for a mortgage broking assistant to join our team.

The successful candidate will be looking to embark on a career in Mortgage Broking, with the role providing the perfect learning opportunity and environment to grow. You would be encouraged to undertake the Certificate IV in Mortgage Broking as part of your employment, if you have not already completed it.

You will be working closely with the Director and Senior Mortgage Broker, and other members of the Securinvest team.

Responsibilities include

  • Communicating with clients to request relevant support documents
  • Preparing loan documentation
  • Processing loan applications
  • Handle inbound and outbound client phone calls and emails
  • Loan tracking and liaising with lenders to ensure deadlines are met
  • Communicate with other professionals within the loan process
  • Provide general support to mortgage brokers
  • Work closely with the other members of the Securinvest team, nurturing and maintaining existing client relationships
  • Encouraged to build new client relationships and referral networks

We value individuals that will contribute to our current culture, with aligned personal values. You will receive ongoing training and career development with the support required to progress your career within the mortgage broking and financial services industry.

Work with us at Securinvest

Securinvest is a leading financial services group which includes boutique Financial Planning, Business Advisory & Taxation and Mortgage services.

We’re located within the Caribbean Business Park in Scoresby, Victoria. With our own Australian Financial Services License (AFSL), we have been helping individuals and businesses create and protect wealth for over 35 years.

If you currently reside in Melbourne’s Eastern Suburbs, are self-motivated, have excellent interpersonal skills both oral and written and are willing to be part of a growing and dynamic financial services business, please consider applying.

Would you like to apply?

Please email the HR Manager at jobs@sifs.com.au with a copy of your resume.