BDM in the spotlight: Josie Jones

This week's Westpac BDM for the Gold Coast studied primary school teaching before her 11 years in the industry

BDM in the spotlight asks a different BDM the same questions – giving you a weekly insight into the lives of some of the top BDMs in the country.

How often do you see brokers in a week?
My job is all about supporting brokers so I spend a large portion of my week visiting brokers or speaking to them on the phone. I engage with brokers at least 2 – 3 times a day and I’m also always in contact via phone and email.

What do brokers want most from you?
They’re looking for my support and what’s most critical here is availability – being there for them when they need me – and honesty – being upfront and open about what’s possible and what’s not.

What is your favourite part of the job?
I love the social aspect of constantly meeting new people, building great relationships and becoming a trusted adviser. Being able to help solve an unexpected road block or challenge during the lending process is also a big plus as the reward is a very happy customer, which results in an equally happy broker!

More of MPA's stories from today
Your clients are the reason the RBA can’t raise rates
John Rolfe: The balance of rural broking

What distinguishes the best brokers you deal with?
The best brokers are those who keep up to date with the changes in our industry, those who are in regular contact with BDMs and genuinely care for their customers and want to do the right thing by them. Those are the brokers who succeed.

Describe your ideal weekend:
Wine, good friends and family plus some retail therapy is my absolute favourite way to spend a weekend.

What’s the strangest lending scenario you’ve ever encountered?
Every lending scenario is unique. Each and every customer has their own needs and individual situation that makes it special. What I love about this job is playing an important role in helping brokers to help their customers achieve their home ownership dreams in a responsible way.

What's your top time saving tip and how much time does it save you?
The best way to save time is to plan in advance. That’s a tip from my leader at Westpac who said “you need to slow down to speed up”. Once I started making time to plan my week, I saved so much time.

How do you like your steak done?
Medium rare

Every Wednesday we’ll feature a different BDM from across Australia. If you’d like to be included, please email the editor.

Add your comment
  • Ian12/11/2017 11:36:35 PM


  • Rolf9/11/2017 12:49:16 AM

    Diamond BDM


Your comment

By submitting, I agree to the Terms & Conditions