Customer Relationship Officer

Integrated Pathways Pty Ltd T/A Empower Wealth; City of Melbourne; Hybrid; AUD 52,000 - 66,000; Full time

Benefits offered by this job

Hybrid work model

Mortgage Broking Academy access

Paid parental leave

Job summary

Empower Wealth in Melbourne is seeking an entry level Customer Relationship Officer to build long-lasting relationships with clients and guide them from loan approval to settlement.

You will review loan documents, explain lending structures, liaise with solicitors and lenders, and support post-settlement account setup while learning in Mortgage Broking Academy.

This hybrid role is based in Melbourne with opportunities for growth within our award-winning team.

Qualifications

• Demonstrated history of excellence in customer service.
• High level of attention to detail.
• Ability to effectively prioritise workload.
• Strong written and verbal communication skills for liaising with clients, lenders and other stakeholders.

Responsibilities

• Build and maintain long-lasting relationships with clients throughout the loan process.
• Guide clients from loan approval through settlement and post-settlement.
• Review loan documents and explain lending structures to clients.
• Communicate with solicitors, lending institutions and other parties to ensure a smooth settlement.
• Support clients with post-settlement account setup and ongoing needs.

Skills

Customer service

Attention to detail

Prioritisation

Written communication

Verbal communication

Job description

Join Empower Wealth - kickstart your finance career in mortgage broking!

Are you passionate about finance and want to help people reach their financial goals? Do you enjoy discussing property trends and investment strategies? Whether you're looking to start your career or make a change, we want to hear from you!

Join our high performing team and be part of a supportive environment with growth opportunities.

About Empower Wealth

At the heart of what we do, we provide sophisticated property investment advice. We educate and empower Australians to make sound financial choices to build the lifestyles they desire. Whether they are families, professionals or retirees, we believe anyone can build long term wealth through property, if you've got the right advice and specialists in your corner.

As part of our passion for education especially in the property, finance and money management space, we started a podcast called 'The Property Couch' back in 2015. Since then, we've had over 13 million downloads and became Australia's #1 Property Podcast!

Our advisory team is a passionate bunch of property investment advisors, mortgage brokers, buyers' advocates, accountants and financial planners. Multiple awards aside, what we're truly proud of is our team of 90+ across Australia who are focused on helping our clients achieve success. Leadership is transparent and stable, and our culture is altruistic. We're growing fast and know that the right candidate will help us achieve that growth.

About the role

This entry level role will see you join our diverse team as a Customer Relationship Officer where you'll be instrumental in building long-lasting relationships with our valued clients. You'll help guide them from formal approval of their loan applications through to settlement and beyond. You'll be responsible for reviewing loan documents, explaining lending structures, communicating with solicitors, lending institutions, and other parties to ensure a smooth settlement process. Post-settlement you'll ensure our clients' accounts are set up correctly and support them with their ongoing needs.

We're seeking candidates with a demonstrated history of excellence in customer service, a high level of attention to detail and the ability to effectively prioritise your workload. Strong written and verbal communications skills will be essential to effectively liaise with our clients, lenders and other stakeholders over email and phone.

Prior experience or qualifications in finance or real estate are desirable but not essential if you've got a genuine passion for property and a desire to learn about the mortgage broking industry.

Why apply?

Compensation: Earn a competitive salary along with opportunities for growth and career progression. Other perks include our employee share option program, and we offer paid parental leave to support our team members during important life events.

Flexibility:We know work-life balance is important and offer a hybrid working model to allow the flexibly to work between our North Melbourne office with free on-site parking and remotely from home.

Vibrant and supportive team culture: Join a high-performing team that’s won numerous mortgage broking awards, and that offers an inclusive work environment with weekly team activities, monthly staff social events, and quarterly recognition awards.

Training and mentorship:This role provides a pathway into our Mortgage Broking Academy where you'll receive mentorship from industry experts and access training to become an investment savvy mortgage broker.

Become a well-rounded expert: We're an integrated financial advisory business specialising in property wealth creation, so you'll gain knowledge in finance, tax, financial planning, money management and property planning.

Application process

Shortlisted candidates will be contacted for a phone interview.

In-person interview and aptitude testing.

Background checks and verifications will be completed upon successful selection.

Respectfully and regretfully, only shortlisted candidates will be notified on the outcome of their application.

Note that this is a hybrid role based in Melbourne; fully remote applicants won't be considered.