Your Skills And Experience
  • You have completed a degree in a related field such as Business or Commerce or Mathematics
  • You are willing to continue your studies by completing a Certificate IV in Finance & Mortgage Broking
  • You have empathy to listen to your clients and understand how people want to be treated
  • You are highly organised and have a high level of attention to detail and accuracy
  • You have the ability to work across different systems including GSuite and CRM systems
  • A can-do attitude and hunger to learn
  • You have a passion for financial freedom and learning how to grow your wealth through finance and property
About This Position
  • Join a great and dynamic team that believes in one thing – everyone can create wealth through well structured, competitive mortgages that allows them to own and invest in property
  • This opportunity is perfect for a candidate who wants to start a career in Mortgage Broking, build and grow in this industry, who is seeking flexible working arrangements and professional development. We support our team members with Work From Home (WFH) options, competitive remuneration package, bonuses, a paid day off on your birthday, provide leads, learning opportunities and a pathway program to thrive in this industry.
  • There is a career progression plan in place for you to facilitate your transition to becoming a Mortgage Broker
About You

The role of Mortgage Broker (Graduate) is to provide a high level of professional support to the Managing Director by managing all loans from submission to settlement. 

The technical skills you have are what we call our four C’s: 

  • Care: you genuinely care about helping your clients. You live by the motto: “People don’t care how much you know, until they know how much you care” 
  • Choice: comparing lenders and finding options is all part of your research and finding ways to structure your client’s loans
  • Communication: you update your clients on time and manage their expectations. They value your proactiveness and professionalism as they don’t want to chase you for updates
  • Consistency: Your repeat and loyal clients get the same level of high service you provided the first time around. 

On a day to day basis, your responsibilities will include: 

  • Complete lender servicing calculators accurately to ensure we can outline a clients borrowing power
  • Deliver first-class customer service to all your clients, providing them with regular updates on their loan application & ensuring their loan reaches settlement
  • Manage loan applications that have upcoming cooling-off / finance dates and settlements to ensure Formal Approvals & Settlements are actioned by the Banks within the required timeframes
  • Print & prepare loan documents to be sent to our clients and sign loan documents with our clients
  • Work with our internal team to ensure you hand over loan applications with detailed notes, ensuring the best client experience
  • Commit to professional and personal growth through our on-the-job training and industry development days
  • Manage your emails in our Atelier Wealth shared email inbox, aiming for Zero Inbox each day, this will involve sending email responses to clients, assigning tasks to team members and then archiving emails
About Us

Atelier Wealth Mortgage Brokers is passionate about helping individuals and investors to grow their wealth. Whether our clients are entering the property market, seeking to refinance their family home, or growing an investment property portfolio, our professional and highly personalised service focuses on understanding our client’s goals first and foremost. We are then well positioned to help our clients identify the right finance product from over 400 different options from more than 20 lenders. 

Founded in 2016 by our Managing Director, Aaron Christie-David, we have about 27 employees across Sydney and Manila and continuously growing! We’ve recently been featured in Steve Pipe’s World’s Most Inspiring Business in 2021 because of our 30 Nights of Shelter initiative to the homeless community in India. Also, we’re running the Australian Property Investment Podcast where we talk everything about properties. Lastly, we’re proud to say that our very own, Aaron Christie-David has been included in MPA’s Top 100 Mortgage Brokers for 4 consecutive years! 

Join us in our amazing journey and let’s make magic happen together.