Sales and Client Advisory:Handle warm, fully-qualified leads passed directly to you.Provide expert credit advice and guide clients through their mortgage journey from initial inquiry to submission.Offer tailored solutions for expat and non-resident clients based overseas. Leveraging your expertise in expatriate credit policies, and non-residency tax implications.Meet KPI objectives, such as:# of meetings taken and the meeting outcomes# of fact-finds done on call# of document collection portal sent# of application forms signed# of application submissionsAnd the conversion rates (%) throughoutWe measure performance to know where to improve, as a team and on an individual level.Collaboration:Work closely with support teams in Hong Kong, Singapore, and Offshore to process loans efficiently.Maintain open communication via Slack, email, and video calls.There are daily sales huddles, weekly broker meetings, and monthly / quarterly company meetings held online.Relationship Management:Build trust and rapport with clients over phone, video call, text and email, ensuring their needs are met.Deliver a white-glove experience for high-net-worth clients, meeting their expectations for clarity, speed, and professionalism.Compliance & Documentation:Accurately document client interactions and maintain a clear pipeline in our CRM - we use HubSpot. Our aggregator is Finsure.Stay updated on Australian mortgage regulations, Australian property market, and lender requirements.
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