Home Loan Specialist

RetainMe; Australia; On-site; AUD 60,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Bonuses

Access to smart technology

Supportive team environment

Job summary

Join a forward-thinking company dedicated to transforming the mortgage industry! As a key player in our vibrant team, you will leverage your home lending experience to provide exceptional advice to customers. You will manage applications, collaborate with our customer success team, and communicate effectively with various stakeholders throughout the loan process. This role offers a competitive base salary, bonuses, and access to innovative technology that simplifies your work. If you're eager to learn and thrive in a supportive environment, this opportunity is perfect for you!

Qualifications

• 2+ years of experience in home lending or mortgage broking.
• Strong communication skills and attention to detail are essential.

Responsibilities

• Review customer applications and provide lending advice.
• Manage a pipeline of applications and communicate with clients.

Skills

Home lending experience

Assessing income and financial data

Attention to detail

Communication skills

Teamwork

Education

Cert IV in Finance & Mortgage Broking

Tools

CRM software

Job description

RetainMe is developing a new breed of mortgage experts, fast-paced, interacting via online live chat, creating an empowering & rewarding environment. All of the manual processes that take you away from your customers are removed or automated & we've only just started. Want to be a part of our amazing journey & help fix the broken mortgage industry for a better tomorrow? Then you may be for us!

Responsibilities

• Review customer application using RetainMe's CRM
• Contact pre-qualified customers by phone to provide lending advice at various stages of the home loan process
• Create best in class advice for our customers by understanding their needs and issuing high-quality recommendations.
• Manage an ongoing pipeline of applications proactively, efficiently and effectively.
• Work closely with our in-house customer success team to fulfil home loan applications.
• Communicate with lenders, bank managers, settlement agents and clients throughout the loan process

Skills and Experience

The successful candidate will possess the following:

• 2+ years of home lending experience within banking or mortgage broking
• Experience in assessing income and financial data to complete servicing calculations
• Excellent attention to detail and the ability to use initiative
• Strong work ethic and impeccable communication skills
• Completed or considering completing Cert IV in Finance & Mortgage Broking
• Ability to perform to the highest possible standard within a team environment

Benefits

• Competitive base salary (paid fortnightly) + bonuses
• Access to smart technology/software to simplify your role
• Vibrant, small and supportive team

Whilst there are skill sets that are very useful in the job, we do not expect any candidate to have experience in all these areas; what they must have, however, is an appetite to learn and thrive under pressure.

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If you would like to apply for this position, please fill in the information below and submit it to us for consideration.

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