Lending Specialist [Mortgage Broker]

Visa2land Pty Ltd; Melbourne; On-site; AUD 80,000 - 82,000; Full time

Benefits offered by this job

Reputable financial solutions provider

Supportive team environment

Career growth opportunities

Job summary

F1 Mortgage is seeking a dynamic professional to assess clients’ financial circumstances and recommend finance options. The role involves interviewing prospective clients to explain loan terms, policy conditions, risks, and repayment structures, using in-house lending software to evaluate products and arrange home loans on behalf of clients through banks and lenders.

The successful candidate will work independently, reviewing products to meet client requirements and coordinating documentation

Qualifications

• Tertiary qualification in Finance or Accounting.
• Minimum 1 year experience as finance broker or similar.
• Experience working with Australian lenders.

Responsibilities

• Analyze clients’ financial status to develop effective financial strategies.
• Operate as an independent agent in loan negotiations, arranging loans for clients.
• Use in-house lending software systems to evaluate and compare products.
• Recommend loan combinations that fit clients' needs and circumstances.
• Interview prospective clients to explain policy conditions, risks, and benefits.
• Arrange home loan mortgages and other financing through banks, lenders, financiers, and insurers.
• Prepare documentation outlining finance conditions, repayment structures, and loan terms.
• Review available loan products to ensure they meet clients’ requirements.

Skills

Interviewing clients

Australian lenders experience

Financial analysis

In-house lending software

Education

Tertiary qualification in Finance or Accounting

Tools

In-house lending software

Job description

F1 Mortgage is seeking a dynamic professional to join the team and help clients navigate their financial journey with tailored loan solutions. The role involves assessing clients’ financial circumstances, analysing their needs and objectives, and recommending suitable finance options and loan combinations. It requires interviewing prospective clients to explain loan terms, policy conditions, risks, interest rates, repayment structures and associated benefits, while using in-house lending software to evaluate and compare available financial products. The position operates independently in negotiating and arranging home loans, mortgages and other finance facilities on behalf of clients through banks, lenders, financiers and insurance companies. Responsibilities also include reviewing lending products to ensure they meet individual client requirements and preparing and coordinating documentation outlining loan conditions, repayment arrangements and finance periods.

Right to Work

The above position is open only to applicants who have a current right to work in Australia. Applicants who do not have a current right to work In Australia will unfortunately not be considered and are respectfully asked not to apply.

If you are passionate about helping clients achieve their financial goals and thrive in a dynamic environment, we want to hear from you!

Benefits

• Work with a reputable and growing financial solutions provider.
• Supportive and collaborative team environment.
• Opportunity for professional growth and career advancement.

F1 Mortgage is seeking a dynamic professional to join the team and help clients navigate their financial journey with tailored loan solutions. The role involves assessing clients’ financial circumstances, analysing their needs and objectives, and recommending suitable finance options and loan combinations. It requires interviewing prospective clients to explain loan terms, policy conditions, risks, interest rates, repayment structures and associated benefits, while using in-house lending software to evaluate and compare available financial products. The position operates independently in negotiating and arranging home loans, mortgages and other finance facilities on behalf of clients through banks, lenders, financiers and insurance companies. Responsibilities also include reviewing lending products to ensure they meet individual client requirements and preparing and coordinating documentation outlining loan conditions, repayment arrangements and finance periods.

Right to Work

The above position is open only to applicants who have a current right to work in Australia. Applicants who do not have a current right to work In Australia will unfortunately not be considered and are respectfully asked not to apply.

If you are passionate about helping clients achieve their financial goals and thrive in a dynamic environment, we want to hear from you!

Benefits

• Work with a reputable and growing financial solutions provider.
• Supportive and collaborative team environment.
• Opportunity for professional growth and career advancement.

Visa2land Pty Ltd

F1 Mortgage is seeking a dynamic professional to join the team and help clients navigate their financial journey with tailored loan solutions. The role involves assessing clients’ financial circumstances, analysing their needs and objectives, and recommending suitable finance options and loan combinations. It requires interviewing prospective clients to explain loan terms, policy conditions, risks, interest rates, repayment structures and associated benefits, while using in-house lending software to evaluate and compare available financial products. The position operates independently in negotiating and arranging home loans, mortgages and other finance facilities on behalf of clients through banks, lenders, financiers and insurance companies. Responsibilities also include reviewing lending products to ensure they meet individual client requirements and preparing and coordinating documentation outlining loan conditions, repayment arrangements and finance periods.

Right to Work

The above position is open only to applicants who have a current right to work in Australia. Applicants who do not have a current right to work In Australia will unfortunately not be considered and are respectfully asked not to apply.

If you are passionate about helping clients achieve their financial goals and thrive in a dynamic environment, we want to hear from you!

Benefits

• Work with a reputable and growing financial solutions provider.
• Supportive and collaborative team environment.
• Opportunity for professional growth and career advancement.

Task & responsibilities

• Analyze clients’ financial status and discuss available financial options to develop effective financial strategies.Operate as an independent agent in financial negotiations, arranging loans on behalf of clients.
• Use in-house lending software systems
• Recommend loan combinations that best suit clients' needs and circumstances.
• Interview prospective clients to explain policy conditions, risks covered, premium rates, and benefits.
• Arrange home loan mortgages and other types of finance through banks, lenders, financiers, and insurance companies.
• Prepare documentation outlining finance conditions, repayment structures, and loan periods.
• Review available finance products to ensure they meet clients' unique requirements.

Qualification & experience

• Tertiary qualification in Finance or Accounting
• Minimum 1 years experience as finance broker or similar field
• Experience working with Australian lenders

About Company

F1 Financial Services is an accredited lending and financial solutions provider specializing in:

• Home Loans
• Commercial Loans
• Development Finance
• Asset Finance
• SMSF Loans

Our team of customer-centric experts is dedicated to delivering tailored financial solutions for both individuals and businesses.

Work Type: Full time

Salary: $80000-82000