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Loan Writer / Mortgage Planner

Job No: RS32123
Location: Macquarie Park, NSW

  • Earn up to $140,000 per annum, Negotiable Depending on Experience

  • Established, Privately Owned, Boutique Wealth Management Company 

  • Full-Time Role with the Opportunity for Flexible Hours for the Right Candidate


Our Client

Established over 19 years ago, our client is a privately owned boutique wealth management company. They provide tailored lending solutions to family businesses and specialise in turnkey property investment and related services. They work with clients throughout Australia and worldwide and pride themselves on providing an excellent experience and a high level of service for their clients.

The Opportunity

Our client is seeking a Loan Writer / Mortgage Planner to join their company in Macquarie Park, NSW, with the potential to earn circa $90,000 - $140,000 per annum with base and commissions, negotiable based on experience.

The primary purpose of this position is to assist established family business clients with their investment loan portfolios and further enhance the existing relationships that exist between the company and their clients. 

Reporting directly to the Manager some of your responsibilities include:

  • Analysing the client’s current lending facilities
  • Establishing client’s future needs
  • Making lending recommendations
  • Liaising with lenders, solicitors and real estate agents
  • Collect supporting documents for applications and track the progress through to settlement
  • Updating clients and responding to clients enquires

About You

To be successful in this role you will have previous experience in a similar role and have a Cert IV in Financial Services and current drivers licence.

Someone who has excellent communication ability, strong work ethic and can demonstrate initiative would be ideal. However the key to this role is your passion for excellent customer service and your ability to pick up new systems and softwares. 

What's in it for You? 

  • Work with an established and multi-award winning aggregator 
  • Small, supportive and close-knit team environment 
  • Enjoy a busy, driven work environment in this rewarding role 
  • No cold calling or prospecting and full administration support
  • Ultra-modern, bright office in central Macquarie park location 
  • Close to public transport, cafes, bars, swimming pool and gym 

Apply today and don't miss out starting this exciting and unique opportunity as soon as possible.


IMPORTANT: Application Form Instructions (Please Read)

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Good Luck from the Recruit Shop Team!

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