Mortgage Broker (Senior)

As a Senior Mortgage Broker at Rogerson Kenny Finance, you'll be responsible for managing a mix of residential and commercial loans, particularly focusing on self-employed and high-net-worth clients. You'll collaborate with accountants to understand and meet their clients' lending needs, oversee the full application process from engagement to settlement, and actively drive business development initiatives to enhance our presence in Mount Waverley. Your role will also involve maintaining strong client relationships and managing an existing portfolio.

To thrive as a Senior Mortgage Broker at Rogerson Kenny Finance, candidates typically need substantial experience in both residential and commercial lending. A strong understanding of working with self-employed clients, trusts, and SMSFs is crucial. While direct broker experience is highly regarded, bankers with relevant finance experience are also encouraged to apply. Exceptional relationship-building skills and business development capabilities are essential for success in this role.

Life as a Senior Mortgage Broker at Rogerson Kenny Finance comes with a competitive remuneration package that includes a salary plus commission based on your experience. Enjoy the benefit of leads being provided, alongside an established client portfolio that you're encouraged to proactively manage. Benefit from a flexible working arrangement that includes both in-office and work-from-home days, along with access to top-tier support from a dedicated CSM. Ongoing training and career development opportunities in a growth-centric environment are additional perks.

At Rogerson Kenny Finance, support is vital for our Senior Mortgage Brokers. You’ll work within a collaborative team environment, receiving robust support from a dedicated Client Service Manager. This ensures you can focus on delivering exceptional service to clients while relying on a structured process for client engagement and settlement management. Additionally, the company places a strong emphasis on professional training and development tailored to help you thrive in a dynamic industry.

The work culture at Rogerson Kenny Finance for Senior Mortgage Brokers is one of collaboration, support, and ambition. We value open communication and foster an environment where brokers can share ideas and best practices. Your role involves not only working autonomously but also contributing to a team that's committed to achieving goals together. With our focus on growth and development, you’ll find plenty of opportunities to advance your career while making meaningful contributions to our clients and community.

When discussing your approach, it's essential to convey how you adapt your strategies for different types of clients and loans. Explain that you prioritize understanding each client's unique situation, then tailor your recommendations accordingly. Highlight your experience with both residential and commercial loans and share specific examples of how you've successfully managed these relationships in the past.

Building relationships relies on trust and effective communication. In your response, mention specific tactics you use, such as regular check-ins, being responsive to client inquiries, and providing personalized solutions. You might emphasize the importance of understanding their financial goals and keeping an open line of communication throughout the loan process.

In your answer, discuss proactive networking and relationship-building strategies, such as collaborating with accountants and financial advisors to generate referrals. Mention that you also utilize digital marketing, client follow-ups, and community outreach to maintain a strong presence. Lastly, showcase your ability to leverage existing networks and turn leads into clients.

Managing complex loan applications requires organization and attention to detail. In your response, walk through your process, which may include gathering extensive documentation, maintaining communication with all parties involved, and utilizing tracking systems to monitor progress. Emphasize your experience and any innovative techniques or tools you've adopted to streamline this process.

When answering this question, choose a specific case that highlights your problem-solving skills. Provide context, outline the challenge, and describe the steps you took to resolve it. Make sure to emphasize the outcome, what you learned from the experience, and how it has influenced your approach to similar cases in the future.

Compliance is critical in the financial industry, so make sure to explain your understanding of relevant regulations and the protocols you follow to adhere to them. Discuss your commitment to continuous education regarding compliance updates and your habit of documenting all transactions accurately to protect both yourself and your clients.

In your response, identify the software or tools you use to streamline processes—this could include CRM systems, loan processing software, or project management tools. Discuss how these tools enhance your productivity and help you provide superior service to clients by facilitating communication, tracking leads, and ensuring effective follow-up.

Staying informed is key. Discuss your methods, such as subscribing to industry publications, attending workshops or networking events, and participating in relevant online forums, or professional groups. Highlight how this continuous learning helps you provide informed advice to clients and keeps your strategies effective.

Emphasize that collaboration with accountants can enhance client service quality. Explain how working together leads to a better understanding of clients’ financial situations, enabling you to offer loan solutions that align perfectly with their broader financial goals. Highlight any past experiences where this collaboration resulted in successful outcomes.

In your answer, express your passion for helping clients achieve their financial goals. Discuss how the satisfaction of closing a deal or solving complex financing problems fuels your drive. Mention your personal goals for career advancement as well, showcasing both intrinsic and extrinsic motivations.