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Form of workAbout Us
We are a multiple award-winning, family-run, South Australian Finance and Mortgage Broking Business that is recognised nationally as one of the Best Mortgage and Finance Businesses in Australia. Our growth story is a testament to our innovative approach and unwavering focus on our customers. We are driven by a mission to empower our clients to achieve their lifestyle and financial goals and to provide exceptional customer experiences. Join us and be a part of a community that has already helped thousands of Australians realize their dreams.
About the Role
Due to our continued success and expansion, we are on the lookout for a Mortgage Broker Trainee. This role is a great opportunity for someone wanting to build a long-term successful career as a Mortgage and Finance Broker where you can make a positive difference to people’s lives everyday. Experience in finance and/or banking is not a requirement. For this role we will consider attitude and culture fit over prior experience. Whether you are seeking full-time or part-time employment (minimum 30 hours per week), we offer flexible working hours tailored for the right candidate.
As a trainee, you will learn how to:
- Assess and calculate client borrowing capacities.
- Review living expenses and liabilities.
- Evaluate lender and product options.
- Problem-solve challenging situations.
- Deliver outstanding customer experiences and expert professional advice.
- Manage compliance to best practice standards.
- Prepare and finalise successful loan applications.
- Advise and Coach clients to achieve their financial goals and dreams.
You will be mentored by our award-winning brokers and not only learn how to be a market leading Mortgage broker but will also gain insights into effective property investing and money management to apply to your own life. Whilst you are undertaking study to gain a Diploma in Finance and Mortgage Broking, you will supporting our mortgage broking team learning all the skills and knowledge to set you up for success when you transition to becoming a Mortgage Broker.
Who are we looking for?:
- You love helping people!
- You are extremely organised and thrive on meeting tight deadlines and working under pressure.
- You have excellent customer service and written and verbal communication skills.
- You are always honest, extremely reliable, trustworthy and always operate with the highest level of ethics and integrity both personally and professionally.
- You are described as the person who always get things done no matter what the obstacle.
- You are customer obsessed and are driven to make a positive difference in people’s lives.
- You are a master of time management and getting the most out of every day.
- You are solution focused with a proactive attitude that loves making things happen.
- If you are asked to do something – the whole world knows it always gets done.
- You are a people person that has the balance of influence to ensure things get done mixed with a likeability that builds and establishes trust with clients and team members.
- You have a sense of urgency but still appear calm under pressure.
- You are articulate, incredibly accurate and have a high level of attention to detail.
- You love working with numbers and formulas and are a bit of an excel wiz.
- You are tech savvy and love sharing time saving tech hacks with your team mates.
- You are a team player and always looking for ways to help out a team member.
- You are excited about building a long-term career with Rise High Financial Solutions.
- An understanding of the loan application process and Experience in Banking and/or loan processing and/or credit assessment will be highly regarded but is not essential.
- A personal interest and passion for money management, real estate and/or property investing will be a big advantage and extremely highly regarded.
For this role, only permanent residents or Australian Citizens will be considered.
To find our more about us visit www.risehigh.com.au
Why Rise High?
- Be part of an Adelaide based National award-winning team with a great team spirit and work culture.
- Benefit from continuous training, mentoring, and opportunities for further qualifications.
- Enjoy a work-life balance with flexible work arrangements to support you and your loved ones.
- Rise High Financial Solutions is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees to thrive.
Sound like you?
If you would like to apply for this position, please email your application to *******@risehigh.com.au. Applications will be considered as they are received so if you are interested in being considered for this position we encourage you to get in touch with us ASAP. To be considered for this role, your application must include your CV along with a cover letter that clearly addresses the following questions:
- Why have you applied for this job?
- Why are you leaving your current job? – explain your motivation in choosing to join and leave companies you have worked for.
- Tell us about your experience dealing with Mortgage and Finance Applications? If you do not have specific credit analyst experience tell us about the experiences you have had that will help you in this role.
- What are your long term career goals?
- How long do you see yourself in this role?
- Where do you see your career in 2, 5 and 10 years?
- What causes you to stress at work and why?
- What is your desired salary?
- Ideally, how many hours would you like to work and do you have preferred days/times?
