Home Loan Specialist

5 days ago


Melbourne, Australia BankVic Full time

**26th November, 2024**:
**About BankVic**:
We are the small bank of big opportunity.

We exist to serve those who protect and serve our community. Founded 50 years ago by Victoria Police officers, we have since grown to over 120,000 members from the police, health, and emergency services. Because we’re small, we each have a greater impact. We challenge ourselves to try new things. We aren’t afraid to own our mistakes, or call something out.

As a certified B Corporation, we are committed transparency, accountability, and working in the best interest of our members, community and each other. Being a small bank also means you can get involved in a broad range of work and gain exposure to parts of the organisation outside of your own team.

If you’re seeking to make a difference and find purpose in your work, it’s time to join us at BankVic.

**The Role**:
As a Home Loan Specialist, you will build and maintain relationships with potential and existing BankVic members by identifying their financial needs and providing them with options on a range of our lending and banking products.

You will assist members with all mortgage lending enquiries and lead them through their lending journey from the beginning, through to settlement. You will provide a specialized service that will help secure and enhance our members’ financial wellbeing.

**Other key responsibilities**:

- Educating our members on digital banking solutions.
- Making outbound calls to new and prospective members.
- Conduct phone, virtual, and in branch appointments with members to discuss their banking needs.
- Build and maintain referral networks in the community by providing exceptional service.
- Optimise opportunities to cross sell through needs-based conversations.
- Maintaining knowledge of BankVic’s products and services.
- Achieve and maintain individual and department targets.

**To be successful in this role, you will have**:

- RG146 Tier 2 certification or be prepared to undertake such training.
- Sound knowledge of financial services regulatory framework including AFSL and ACL obligations and Privacy legislation.
- Demonstrated sales and/or lending experience preferred.
- Knowledge and understanding of financial services and insurance products, financial services systems and automated loans processing.
- Strong relationship building and communication skills.
- High attention to detail and accuracy.
- Ability to work effectively and collaboratively within a team.

***
**About BankVic’s benefits**:

- Discounts and savings off a range of our products and services
- Ambulance Victoria Membership reimbursements
- Employee assistance program
- 2 days paid volunteer leave
- Ongoing professional development with access to study leave
- Reward and recognition program

If you’re ready to join us in building a workplace where everyone can thrive, click apply.


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