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Home Loan Consultant
3 months ago
About the company
This job ad is the universe's way of telling you that you're currently in the wrong job.
Compare the Market, yep, the one with the meerkats, is a high-growth FinTech company on a transformational journey that is focused on designing, building, and delivering the very best home loan, energy, insurance, and health comparison experience in Australia. Okay, in the world
We are all about Integrity, Growth, Excellent Customer Service, and being Peerless - without compromise; all of which are critical to delivering on our purpose of 'We honestly strive to empower Australians to make the best decisions saving time, money & stress'.
About the role:
Are you ready to take your career to new heights? We have an exciting opportunity for a dedicated Home Loan Consultant to join our team and support our valued customers in achieving their dream of home ownership.
In this role, you'll work closely with the Home Loan Specialist to ensure the successful processing of home loan applications. In this critical role, you will meticulously check the validity and accuracy of client documentation in accordance with information submitted via the Home Loan Platform and Salesforce. You will build rapport with customers and lenders through effective communication and exceptional customer service, proactively identifying and solving problems to minimise disruption.
What You'll Do:
- Accurately input client data and submit loan applications to lenders with a one-touch approach.
- Assist with managing the home loan process from application through to settlement.
- Verify the validity and accuracy of client documentation according to information submitted via the Home Loan Platform.
- Maintain contact with lenders to provide timely progress updates to clients.
- Build rapport with customers and lenders through effective communication and exceptional customer service.
- Proactively identify and solve problems to minimise disruption.
- Order valuations and liaise with valuation companies to ensure timely completion.
- Maintain detailed and accurate customer records in Salesforce CRM.
- Support the Home Loan Specialist, prioritising customer needs for a superior experience.
- Ensure compliance with Responsible Lending and Best Interest Duty obligations.
- Strive for best practice and process improvements, providing feedback to enhance customer experience and team efficiency.
- Utilise systems such as CTM Salesforce, AFG FLEX, Genesys, and ApplyOnline to manage home loan applications.
What You'll Bring:
- Certificate IV in Finance and Mortgage Broking (desired but not essential).
- Experience in the Home Loan industry, reviewing and processing loan applications and documentation.
- Experience using Property Hub (or similar) to order valuations and liaise with valuation companies.
- Demonstrated exceptional customer service skills.
- Proficient in ApplyOnline, Microsoft Suite, Google Suite, and Salesforce CRM.
- Effective communication skills, able to engage at all levels.
- Highly organised, able to juggle conflicting priorities.
- Strong critical thinking and problem-solving abilities.
Our Benefits
At Compare the Market, we offer a dynamic and collaborative work environment where your talents will be recognised and rewarded. You'll have the opportunity to make a meaningful impact and contribute to our continued success. As well as ample opportunities for growth and development, we also provide:
- Vibrant and social community who have annual celebrations, family fun days and regular events.
- Enjoy additional leave days - 'ME' leave and 'Volunteer Day' leave.
- Study support (up to 50% of tuition fees for relevant courses) and professional membership reimbursement.
- Employee discounts on Car, Home, Travel insurance.
- Income protection insurance provided to support you in the event of non-work-related illness or injury.
- Discounts with a broad range of providers, including gym memberships, accommodation, dental care and more.
- Access to the Employee Assistance Program
Compare the Market is an Equal Opportunity Employer, and we encourage all applicants to apply. We acknowledge that we are strengthened by diversity.
Want to know more? Then apply now It's Simples
Please note that this role is only available to candidates with unlimited Australian working rights, as sponsorship is not available.
*Note to Recruiters: We politely ask that you avoid making any approaches or sending any unsolicited resumes to our Recruitment Team or Hiring Leaders across our business.
