- Work on pre-qualified mid-high net worth property investment clientele
- Use your complex lending skillset and thrive in a premium property investment advisory firm
- Work in a unique in-house environment with property strategy and property buying teams focusing on premium client delivery
Join our professional, in-house lending team at Ramsey Property Wealth, where we do things differently.
We’re on the lookout for a high-performing Lending Advisor to work hand-in-hand with our in-house Buyers Agents and Property Strategists supporting our mid-high net worth investors structure their lending as we continue to grow their property portfolios in a high client care environment.
This isn’t your average brokerage role. Here, you’ll work with pre-qualified, ready-to-act clients and support them through a seamless, high-volume lending journey, from strategy to settlement, with no lead generation required.
What You’ll Be Doing:
1.Client Relationship Excellence:
- Partner closely with our Mortgage Director to onboard and manage premium client relationships.
- Deliver a seamless client experience by being the go-to person for client communication and lending solution delivery.
- Build lasting relationships with clients, lenders, and internal teams your role is all about trust, clarity, and precision at all times.
2. Portfolio Management & Loan Fulfilment
- Actively manage and monitor client portfolios alongside our internal advisory teams.
- Guide clients through the home loan process with speed, accuracy, compliance and a personalised touch.
- Ensure first-time-right approvals by owning the mortgage application process end-to-end with the support of a loan processing team.
3. Internal Team Collaboration & Engagement:
- Utilise your proven team collaboration skills to Coordinate with Mortgage Support Team, Buyer Advocates, and Property Wealth Consultants to deliver a fully integrated client experience.
- Remove friction in the settlement journey and ensure all stakeholders are aligned and informed with consistent communication.
- Be part of a high-performance, accountable & supportive team that shares your passion for excellence and results, collaborating, communicating, and celebrating the wins together.
Who We’re Looking For:
You’ll Have:
- Min. 3+ years’ experience in personal or retail lending at a brokerage or financial institution
- A sharp understanding of mortgage products and the lending landscape.
- A track record of high-touch relationship management with clients.
- Exceptional communication skills—you can explain simple through to complex lending solutions with clarity and confidence.
You Are:
- Client-obsessed: You thrive on delivering ‘5 star Google review’ service.
- Accountable: Hold yourself and your team accountable to results with a low tolerance for excuses.
- Goal-driven: You take ownership, hit your targets, and raise the bar.
- Collaborative: You work well with diverse internal teams to deliver outcomes quickly and efficiently.
- Integrity-led: You bring authenticity and professionalism to everything you do.
We bring the relationships. You bring the delivery. Together, we create remarkable client success stories from lending through to strategic property investment solutions.
Why Ramsey Property Wealth?
We’re a nationally recognised, innovative, industry-awarded (21 times!) professional property advisory group known for delivering transformational financial outcomes for our clients.
Our Mortgage Advice team is a high-energy, forward-thinking division, where excellence, innovation, and customer outcomes are at the heart of everything we do.
We provide the tools, structure, support, and premium clientele—so you can focus on what you do best.
Apply now to join Ramsey Property Wealth and help our clients build better futures through smart property finance.
