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:
o # of meetings taken and the meeting outcomes
o # of fact-finds done on call
o # of document collection portal sent
o # of application forms signed
o # of application submissions
* And the conversion rates (%) throughout
* We 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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