Senior Mortgage Adviser

NR Planning Group is an independent wealth management firm advising families, business owners and retirees. Dress is business casual, and suits come out for client meetings.

NR Planning Group is a mortgage lender with a branch in Brisbane. Leads come from real estate agent relationships, past clients and our website. Remote position. Most of the team is in Brisbane, but nobody is required to come in. Normal working hours, Monday to Friday. Day-to-day communication is in Slack and Google Meet.

Essential duties and responsibilities:

• Track pipeline and lead follow-up in a CRM such as Salesforce or Total Expert.
• Meet monthly funded volume goals.
• Build referral relationships with real estate agents, builders and financial planners.
• Work with processors and underwriters to clear conditions.
• Lock rates per company policy.
• Issue pre-approvals and keep them updated as buyers shop.

Requirements:

• 5+ years of mortgage lending experience.
• Self-motivated, with a plan to generate your own leads.
• Clear communicator with first-time buyers.
• Working knowledge of conventional, FHA and VA guidelines.
• Must pass background and credit checks.
• Experience with Encompass or another loan origination system.

Why work with us:

$102,000 - $135,000 pa

• Superannuation on top of salary.
• 17.5% leave loading.
• Above-award pay rates.

Start: Within 30 days.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at NR Planning Group Pty Ltd.