Mortgage Consultant Intern

Your Growth & Impact - Build hands-on experience in mortgage structuring and loan packaging across local banks and lenders. - Develop client-facing skills by advising real buyers and managing full application lifecycles. - Expand your professional network with lenders, valuers, and property agents. - Grow into senior advisory or team roles as you demonstrate reliable deal closures and strong compliance. Responsibilities Client Acquisition & Advisory - Qualify leads and run short needs assessments to recommend suitable mortgage options. - Explain rates, fees, and loan features in plain language so clients feel confident in choices. - Present lender comparisons and advise on affordability and repayment scenarios. - Follow up with potential clients until applications are submitted or a clear next step is set. Loan Processing & Documentation - Prepare complete loan applications with supporting documents for submission to banks and panel lenders. - Track application status and resolve queries from banks to keep approvals moving. - Coordinate with valuers, conveyancers, and employers to obtain timely documents. - Ensure accuracy of client data and that all paperwork meets lender checklist requirements. Relationship Management & Aftercare - Maintain client records and update borrowers through key milestones until disbursement. - Handle simple renegotiation or refinancing requests and refer complex cases to senior advisers. - Collect feedback and keep clients informed about post-loan responsibilities and timelines. - Work with our team to improve client materials and standard operating checklists. Requirements Qualifications & Experience - Fresh graduate or 0 years of relevant work experience is welcome. - Any diploma or degree in finance, business, accounting, or related fields preferred but not required. - Interest in mortgages, property finance, or retail banking is essential. - Willingness to attend lender briefings and on-the-job training sessions. Hard Skills & Knowledge - Proficient in Microsoft Office for preparing client summaries and simple financial tables. - Basic understanding of household income calculations, loan-to-value, and instalment ratios. - Familiarity with loan application workflows, document checklists, and common bank requirements. - Comfortable using CRM tools or learning sales tracking systems to log leads and progress. Soft Skills & Qualities - Communicate clearly and patiently with clients, translating technical terms to plain English. - Organised and detail-minded to keep documents accurate and approvals timely. - Service-oriented mindset, ready to support clients through a stressful and important purchase. - Resilient and coachable, open to feedback and steady improvement in sales and compliance practices.