Broker Traineeship/Broker Support

THE BUSINESS 

Momentum Wealth is Perth’s only full-service property investment consultancy, servicing clients Australia-wide. We work with investors and provide advice-driven service to help them achieve wealth through tailored property investment solutions.  

Our services include:

• Property finance and investment strategy
• Property acquisition (buyers’ agency)
• Residential and commercial property management
• Property development
• Residential development syndicates
• Commercial property investment and funds management

The finance broking team at Momentum Wealth comprises a small team of outstanding brokers, who have won numerous industry awards, both individually and collectively as a business.

THE ROLE

You will be supporting the brokers as part of the loan administration team whilst receiving extensive training and mentoring that will give you all the tools and skills needed to become a top performing broker. Having successfully completed the 6-month training program, you will be promoted to a finance broking position within Momentum Wealth. The finance broking position offered is unique to the standard industry mortgage broker as you will be playing an integral role in our client’s wealth creation journey and assisting them by creating their tailored property plan and seeing through its execution.

This role is the perfect opportunity for someone who is wanting to become a finance broker, all while gaining real-world experience. As the successful applicant, you will receive comprehensive on the job training and mentoring that will enable you to acquire all the skills necessary to become a high performing broker. You will operate as part of a close-knit team of professionals responsible for creating tailored investment strategies, preparing and submitting loan applications and supporting our brokers in their duties.

Key responsibilities

• Research lender policies to find suitable lending options for clients
• Support the finance brokers in writing loan strategies for clients
• Obtain required supporting documents from clients
• Prepare and submit loan applications
• Present and workshop loan applications with lenders/credit assessors to obtain approval
• Follow-up the loan process from submission through to settlement, communicating the progress to all key stakeholders involved
• Find solutions and work efficiently to produce outstanding outcomes

REQUIREMENTS

The successful candidate will be a self-starter who is results and outcome focussed and has a passion for property. You will have excellent written and verbal communication skills and will be committed to providing excellent customer service. You will act professionally and with integrity as you strive to achieve results and objectives. You should possess a sound understanding of the finance process and have a strong focus on compliance, however, comprehensive ongoing training and support will be provided.  

Skills & experience

• Diploma in Finance and Mortgage Broking (or willing to complete within a prescribed timeframe)
• Bachelor’s Degree in Commerce/Business (desirable but not essential)
• Be able to work both autonomously and in a team environment
• Intermediate to advanced knowledge of IT Applications

WHAT'S IN IT FOR YOU?

• An opportunity to receive on the job training and development designed to give you all the skills needed to become a top-performing broker
• Work with and learn from an innovative and award winning team who are leaders in the industry
• A sophisticated IT system/CRM and dedicated marketing support that provides qualified leads
• Opportunity to grow your knowledge and skills for career advancement
• A supportive team that celebrates success and has fun along the way
• Fantastic company culture with an active social club

APPLY NOW

Our clients demand that we only recruit the best - If you’re excited by what you’ve read and you are looking to grow your finance career, please submit your application via the apply now link. Resume and covering letter required.

To find out more about our company, please visit our website at www.momentumwealth.com.au