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Mortgage Broker Part Time - Flexible Hours

Location:
Centennial Park
Company:
Big Wave Digital

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Clovelly Loans is a new to market, mortgage broking business that focuses on providing exceptional service to our clients.

Hi there, thanks for stopping by to review the role of part-time mortgage broker that we currently have open at Clovelly Loans.
In fact it’s actually our first hire …
Clovelly Loans is a new to market, mortgage broking business that focuses on providing exceptional service to our clients.
We want to do mortgage broking differently …
If you are an experienced mortgage broker who is looking to work part-time, (say 10) hours a week in a business that has big aspirations then we’d love to hear from you.

Currently we have a few loans that need your attention.
2 x Residential PAYG refinance
SMSF Commercial Refinance
But this is just the beginning, quite literally.
The loans aren’t an issue it’s the processing and help putting them together for our lenders is what we need help on.
There is absolutely ZERO sales involved in this role, we have digital marketing, referral partners already in place but can’t ask for more business without the right ability to write the loans in the backend, that’s where we need your help.
The role would involve:
Talking the client about their needs and reasons for the loan/s.
Meeting with new clients in person, getting them to fill out the Privacy & Fact Find Documents (through AFG’s FLEX CRM software)
Being a master at entering all the relevant data into the AFG Flex system.
Ability at collecting the relevant documents, you know what you do best .
Being able to “package the loan”
Experience as a broker is essential and ideally you’ll have at least 2 years hopefully more + in a mortgage broking role previously.

We are not crusty OLD SCHOOL mortgage brokers, we are wanting to Disrupt the market and offer a better SERVICE FIRST solution. No 90’s BANKING Brown Suits here. We are digital natives who ONLY think about the best deal for our clients and GO THE EXTRA distance to make them happy with the service we provide.

This is not a Junior Role, we need someone who KNOWS exactly what to do and then gets it done, you like organisation, autonomy and you love the details.
Degree preferred
Ability to work from home but we do have a nice office in Paddington and I like human interaction rather than all ZOOM !
Perhaps you could do 2 x 5 hour days, or 1 day in the office and 1 at home.
Flexibility no issue but DELIVERY the key.
Experience in dealing with our panel of Lenders.
Cert IV or Diploma in mortgage broking.

This is a MORTGAGE BROKING Role , we also have remote admin assistance (not overseas) if the workload is too much
This is initially a part-time role of 10 hours a week but the role could easily grow, that is if you want it to grow, you may be happy to stay at 10 hours a week.

Note this could be 2 x 4 hour days + 2 hours at home to finish odd ends and admin.
I’m looking for someone to work IN THE OFFICE in Paddington, not 100% remotely as it just doesn’t build momentum.
You’ll have experience working on things like:

SMSF loans
Commercial Business Loans
Asset Financing
Residential Loans
Hourly rate + bonus on loans lodged and successfully approved.
We already have the loans and can easily get a lot more but need your help to complete them.
Reach out now for a confidential chat about working at Clovelly Loans.

keiran@clovellyloans.com.au

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