Home Loan Specialist

2 weeks ago


Adelaide, South Australia EGM Partners Full time

About the Company:
Capture Financial Solutions is a well-known financial firm specializing in offering a wide range of personalized financial solutions for individuals, businesses, professionals, and property developers.

About the Role: We are seeking a Home Loan Specialist to join our team full-time. In this role, you will handle mortgage applications for new and existing clients from start to finish.

Key Responsibilities:

  • Meet with clients to understand their needs and goals
  • Explore and assess the best solutions that align with clients' objectives
  • Prepare and submit application summaries through the required platform
  • Follow up with lenders for formal approval and explore alternative solutions
  • Organize client meetings to finalize loan agreements
  • Inform clients about settlements
  • Communicate clearly with all stakeholders involved
  • Ensure compliance with responsible lending and legislation

To excel in this role, you need:

  • 5+ years of experience in Banking/Finance Broking
  • Certificate IV or Diploma in Finance & Mortgage Broking Management (preferred)
  • Ability to interpret financial reports
  • Strong written and verbal communication skills
  • Attention to detail and accuracy
  • Excellent organizational and time management skills
  • Knowledge of Mercury Software is a plus

Benefits:

  • Competitive salary based on experience
  • Continuous training and growth opportunities
  • Supportive team environment
  • Convenient office location near the CBD

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