MoneySmart Group

General

• Promptly engage assigned leads and understand their mortgage requirements (new purchase, refinancing, or cash-out)
• Compare mortgage options and recommend the most suitable solutions
• Advise customers on the overall property purchase and financing process
• Support customers through the application journey until approval and loan completion
• Review loans nearing the end of their lock-in period and advise on refinancing opportunities
• Achieve monthly mortgage revenue targets and identify opportunities to maximise lead potential
• Liaise with bankers on rates and promotions as needed
• Ensure strict adherence to compliance, regulatory requirements, and internal policies

Mortgage Specialist