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Reverse Mortgage Broker

Reverse Mortgage Broker

Seniors First - #1 Reverse Mortgage BrokerUltimo, NSW, AU
5 days ago
Job description

Seniors First is hiring a full time hours Mortgage Broker role in Ultimo, NSW. Apply now to be part of our team.

Job summary :

  • More than 4 years of relevant work experience required for this role
  • Full time hours
  • Working rights required for this role
  • This is an immediate start position

About us :

Seniors First Pty Ltd. is Australia's leading reverse mortgage loan broker, committed to providing seniors with the financial freedom to enjoy their retirement. We specialize in offering innovative financial solutions that help seniors unlock the equity in their homes, enabling them to live comfortably with access to additional funds for life’s needs.

Join Our Team as a Reverse Mortgage Broker at Seniors First Pty Ltd!

Main responsibilities :

  • Act as an independent advisor in financial negotiations, facilitating the acquisition and disposition of financial products, such as loans, on behalf of senior clients seeking financials solutions.
  • Assess clients' financial needs and provide personalized recommendations on reverse mortgage products and other loan options.
  • Analyse market trends, interest rates, and other factors affecting to advise and assist clients make informed financial decisions.
  • Conducting in-depth financial risk assessments to identify potential challenges and opportunities for clients when securing finance options.
  • Negotiate with lending institutions to secure the best terms for clients, taking into consideration interest rates, loan repayment periods, and other financial terms.
  • Facilitate the arrangement of reverse mortgage and other financing solutions by collaborating with banks, financial institutions, and private lenders to help clients access home equity for retirement or financial needs.
  • Structure tailored financing solutions that align with clients' long-term financial goals and retirement plans.
  • Prepare and issue documents outlining the conditions of loans, repayments, and terms, ensuring clarity and compliance with regulatory standards.
  • Collaborate with senior management to enhance business development strategies and customer offerings.
  • Build and maintain strong relationships with clients, ensuring a smooth, transparent, and satisfying loan experience
  • Ensure compliance with industry standards, managing client records with accuracy and confidentiality throughout the loan process.
  • Skills & Experience :

  • Minimum of a Bachelor degree level qualification is required
  • Certification in finance, mortgage advice or related field is preferred.
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    Mortgage Broker • Ultimo, NSW, AU