My Home Plan Specialist

ABN Group; City of Melbourne; On-site; AUD 75,000 - 110,000; Full time

Benefits offered by this job

Meaningful work

Career growth and development

Supportive team

Competitive salary and benefits

Parental leave

Job summary

Resolve Finance, part of ABN Group, is seeking a My Home Plan Specialist to guide customers toward home ownership. You'll work closely with brokers, builders and stakeholders to tailor action plans that improve financial readiness and secure loan approval.

This role is relationship-focused, combining customer service, financial coaching and compliance. You’ll support clients from initial consultation through to loan readiness, celebrating milestones and navigating challenges.

Qualifications

• This role focuses on helping customers achieve home ownership goals.
• Experience in mortgage broking, banking or financial services is valued.
• Ability to develop practical solutions and guidance for clients.

Responsibilities

• Partner with brokers to understand client goals, borrowing capacity and property aspirations.
• Conduct My Home Plan consultations and develop tailored action plans.
• Identify opportunities to improve financial readiness including savings and debt reduction.
• Build relationships with clients through regular coaching and progress reviews.
• Collaborate with builders, consultants, brokers and stakeholders for a seamless experience.
• Monitor progress and proactively manage challenges; maintain NCCP compliance.

Skills

Relationship building

Communication

Organisational skills

Customer service

Mortgage broking experience

Stakeholder management

Coaching

Education

Cert IV in Finance and Mortgage Broking

Job description

• Support aspiring homeowners on their journey to financial readiness and help them achieve their property goals.


• Partner with brokers, builders and internal stakeholders to create positive outcomes for clients at every stage of the process


• Build trusted relationships through tailored guidance, proactive support and a customer-first approach.

About Us

Resolve Finance is a multi-award winning and energetic finance brokerage, with continuous improvement and the customer journey at the forefront of everything we do. Resolve Finance is proudly part of the ABN Group - Australia's leaders in construction, property and finance.

Our success and customer-centric approach can be attributed to the quality and passion of our people, as evidenced by Resolve ranking within the Top 10 Brokerages for 15 years running.

The Role

As a My Home Plan Specialist, you'll play a pivotal role in helping customers turn their home ownership dreams into reality. Working closely with clients, brokers and key stakeholders, you'll provide personalised guidance to improve financial readiness, overcome barriers to lending and create clear pathways toward home loan approval.

This is a highly relationship-focused role that blends customer service, financial coaching and stakeholder management. You'll support clients throughout their journey, celebrating milestones, navigating challenges and ensuring a seamless experience from initial consultation through to loan readiness.

Other key responsibilities include:

• Partner with brokers to understand client goals, borrowing capacity and property aspirations


• Conduct My Home Plan consultations and develop tailored action plans aligned to each client's circumstances


• Identify opportunities to improve financial readiness, including savings strategies, debt reduction and credit profile improvements


• Build strong relationships with clients through regular communication, coaching and progress reviews


• Collaborate with builders, consultants, brokers and other stakeholders to ensure a seamless customer experience


• Monitor client progress against agreed milestones and proactively manage potential challenges


• Maintain accurate records, documentation and compliance requirements in line with NCCP obligations


• Provide timely updates to all relevant stakeholders regarding client progress, achievements and key milestones

About You

The successful applicant will have the following skills and attributes:

• A genuine passion for helping people achieve their financial and home ownership goals


• Strong relationship-building skills with the ability to establish trust and rapport quickly


• Excellent communication skills, both written and verbal, with the confidence to influence and educate others


• Ability to understand individual circumstances and develop practical solutions to support positive outcomes


• Strong organisational skills with the ability to manage multiple clients and priorities effectively


• A proactive and resilient approach with a focus on delivering exceptional customer experiences


• Experience within mortgage broking, banking, lending, financial services or a customer-focused environment will be highly regarded


• Cert IV in Finance and Mortgage Broking (advantageous but not essential)

Why Resolve?

At Resolve Finance, you'll be joining a business with a strong reputation, an established customer base and the backing of one of Australia's most respected property and construction groups. Every day, you'll have the opportunity to make a genuine difference by helping customers achieve one of life's biggest milestones: owning their own home.

Our employee benefits include:

• Meaningful work: Play a key role in helping customers take positive steps towards home ownership and financial wellbeing


• Career growth and development: Benefit from ongoing learning opportunities and career pathways across Resolve Finance and the broader ABN Group


• Supportive and connected team: Be part of a collaborative culture that celebrates success and values teamwork


• Competitive salary and benefits: Enjoy a rewarding package along with access to additional employee benefits


• Wellbeing support: Access programs and initiatives designed to support your health, wellbeing and work-life balance


• Parental leave: Additional paid parental leave for both primary and non-primary carers

Applications close: Monday 12th October 2026