Sr. Mortgage Broker and Operations Lead

Join the Next Generation of Broking

To find, get and stay on the right home loan is one of the most important financial decisions a person will make. It shapes their future, and sets the foundation for building long-term wealth. At Open, we believe everyone deserves help to truly make the best decision with confidence, radical ease and transparency.We're a digital brokerage on a relentless mission to make the most of people's money. Backed by world-class partnerships and a deep commitment to impact, we're building a category-defining experience that improves the financial capability of all Australians. As we reimagine the future of money, we want you on the journey.

Why Join Us

To solve the money problems of our generation, we are partnering with some of Australia's most innovative and purposeful teams, while growing our core cross-functional team with exceptional talent across fintech, banking, design, AI, broking, and beyond. As part of this journey, you'll have the opportunity to:

• Work flexibly — remote-first, with autonomy and balance
• Future-proof your skills — build your AI literacy with hands-on support
• Shape what's next — your voice and work will directly influence our future & the industry
• Grow with us — step into leadership or executive roles as we scale

The Opportunity

As a Senior Mortgage Broker and Operations Lead, you'll play a dual role that's equal parts active broking and operational leadership. You'll maintain your own client portfolio while simultaneously building the systems, processes, and team capability that enable us to scale without losing our edge.

This is a fast-paced, high-autonomy role where you'll be expected to make decisions, bring structure to ambiguity, and balance hands-on client work with strategic projects that shape our future. You'll act as second-in-charge of the broking function, mentoring the team, stepping up with leadership coverage, driving process improvements, and contributing to business strategy—all while delivering exceptional client outcomes.

You'll be supported by analysts, loan writers, and automation so you can focus on what matters most: delivering seamless client experiences while building the operational foundation that allows us to do it at scale. This isn't just broking, and it isn't just operations—it's both, and that's what makes it powerful.

What It Feels Like to Work Here

You'll be joining a team that:

• Celebrates ideas, not titles
• Moves fast, learns fast, and iterates even faster
• Starts with AI in everything — not bolted on, but baked in
• Works around limits using creativity and resourcefulness
• Humbly welcomes feedback and adapts quickly

We're building the kind of company we want to work for, one that challenges us, grows us, and leaves the world better than we found it.

Responsibilities

• Lead by example in broking — Manage your own client portfolio end-to-end, guiding clients with clear, emotionally intelligent advice while ensuring every deal is compliant and serves their best interest.
• Support and grow the team — Act as second-in-charge of the broking function, mentoring mortgage analysts, guiding performance, managing workload allocation, and stepping up with leadership coverage when needed.
• Build operational excellence — Drive process improvement initiatives, implement and optimize systems and tools, identify inefficiencies, and create the frameworks and workflows that enable the team to scale effectively.
• Own strategic projects — Lead cross-functional initiatives related to compliance, quality assurance, team training, technology implementation, operational infrastructure, and business development.
• Shape the future of broking — Contribute to strategic planning, influence how we work, and help define the next evolution of our client experience and operational model.

What You'll Bring

Must-Have:

• Cert IV or Diploma in Finance & Mortgage Broking
• 3+ years of experience writing residential loans (≥ $40m settled)
• Experience with complex lending (trusts, SMSFs, company structures)
• Banking background
• Demonstrated ability to identify process gaps and implement practical solutions
• Comfortable operating in ambiguity and bringing structure to evolving environments

Nice-to-Have:

• Prior leadership, mentoring, or 2IC experience in a broking team
• Hands-on experience with process design, systems implementation, or operational projects
• Exposure to CRM, automation tools, or workflow optimization
• Commercial lending experience
• Experience contributing to business strategy or growth initiatives

🚀 Be the bridge between exceptional broking and operational excellence — lead clients, build systems, and shape the future of how we scale.