• Present and communicate company products and services to all levels of management within Independent and Franchise Dealerships live-in person; • Identify sales prospects and contact these and other accounts assigned to you; • Follow-up on new leads and referrals resulting from telephone calls for Independent and Franchise dealers; • Develop, maintain and grow current and potential dealer partners within the Independent and Franchise Dealer communities; • Constant and effective communication, via phone calls or in person, with dealer partners on current programs; • Train dealers in Western Funding including proper documentation needed for fast funding of contracts

• Present and communicate company products and services to all levels of management within Independent and Franchise Dealerships live-in person; • Identify sales prospects and contact these and other accounts assigned to you; • Follow-up on new leads and referrals resulting from telephone calls for Independent and Franchise dealers; • Develop, maintain and grow current and potential dealer partners within the Independent and Franchise Dealer communities; • Constant and effective communication, via phone calls or in person, with dealer partners on current programs; • Train dealers in Western Funding including proper documentation needed for fast funding of contracts

Role Description We are seeking an experienced Broker Assistant / Mortgage Sales Coordinator to join a growing Australian mortgage brokerage. This is not a traditional administrative support role. We are looking for a confident, proactive professional who can effectively engage with clients, manage loan pipelines, and help drive mortgage applications through to submission. - Proactively contact prospective and existing clients to obtain outstanding loan documentation. - Follow up with borrowers via phone, email, and SMS to ensure applications continue progressing. - Build relationships with clients and guide them through the mortgage application process. - Confidently communicate with self-employed borrowers and clients with complex lending scenarios. - Monitor and manage active loan pipelines to identify and resolve bottlenecks. - Maintain regular communication with clients regarding application status and outstanding requirements. - Prepare and send professional, concise, and accurate client correspondence. - Update and maintain client records within Broker Engine and other brokerage systems. - Support brokers by ensuring files are complete and ready for submission. - Coordinate with lenders, brokers, and the credit team throughout the loan process. Qualifications - Minimum 5 years of experience working within an Australian mortgage brokerage preferably in a sales focused environment. - Strong experience using Broker Engine. - Proven experience in broker support, sales, mortgage processing, loan coordination, or client relationship management. - Excellent verbal and written English communication skills. - Strong phone presence with the ability to build rapport and influence outcomes. - Experience following up clients for documentation and progressing mortgage applications. - Ability to manage multiple active files and competing priorities. - High attention to detail while maintaining a strong customer service focus. - Ability to work independently with minimal supervision. - Must be able to write coherent and succinct emails to the clients in English. Requirements - This role is expected to align with the AU business hours (approx. 9:00AM - 6:00 PM, Monday to Friday) for collaboration, but as a contractor, you’ll have flexibility in how you manage your time. - The candidate must work exclusively with the client’s business from their hire date and must not have any other ongoing employment, client work, freelance engagements, or side hustles. Benefits - Compensation range: $2,350 - $2,820 AUD Monthly (PHP 100,000 - PHP 120,000). - Engagement type: Independent Contractor Agreement. - Holiday: NSW Holidays.

• Establish a plan for sustainable organic growth, focusing on financial results, new business and customer retention, and talent acquisition and development. • Establish, direct, and monitor sales goals and objectives that are aligned with the national practice and regional strategy. • Lead, coach, and motivate the sales teams with an unwavering commitment to revenue growth. • Partner with national, market and local leadership to regularly evaluate and identify short-term and long-term recruitment needs and strategies to retain top talent. • Create and maintain a pipeline of prospective candidates in partnership with the talent acquisition team. • Identify areas of opportunities and develop strategies for improvement within geography, including sourcing new business, potential acquisitions, community outreach, carrier partnerships and industry networking. • Partner with national, market and local leadership to regularly evaluate sales teammates’ proficiency in sales techniques, insurance coverage knowledge, company capabilities, carrier products, and technology knowledge. • Develop and implement learning programs for new and existing sales teammates, while providing direction and feedback to drive performance growth with the use of measurable goals and ensure proper execution that is in alignment across the organization. • Analyze and evaluate the performance and results with the scope of responsibility on an ongoing basis and prepare periodic reports comparing the actual results with the goals; initiate any necessary action to see that the goals are accomplished. • Maintain strong relationships with carrier partners to provide a benefit to the business, as it relates to optimizing products and services.