Home Loan Specialist

3 weeks ago

West Perth, Australia Shakespeare Partners Full time

ABOUT SHAKES
Shakespeare Financial Group began in 1980, and our continually growing team comprises 80
professional staff across four divisions. The divisions range from accounting, tax and
business consulting to financial advisory, mortgage lending to personal insurance and
superannuation (SMSF). We offer a wide range of services and a holistic and personalised
approach to our client's financial needs.
As a team, we share an unshakeable belief in traditional family values. We prioritise
honesty, integrity, reliability, and care for others, and we provide consistently excellent
customer service to our large and varied client base.
We believe our people make all the difference to our firm. We highly value our team,
recognising and rewarding their efforts while providing a fun, social, satisfying, and safe
workplace. We pave the way for our people, by providing long-term career paths supported
with valuable training and growth opportunities.
THE OPPORTUNITY
We are currently seeking a talented and experienced Loan Specialist to join our Shakespeare
Leasing & Mortgage Solutions team, a specialist finance broking division of Shakespeare
Financial Group. Through a structured and transparent process, we combine specialised
advice with personal and business lending solutions. This includes residential loans,
commercial loans, and asset finance.
With a focus on providing high-quality finance solutions to existing and prospective

**customers, key responsibilities will include**:

- Building and maintaining effective relationships with accountants and other referral

partners
- Structuring finance options for clients
- Assessing and recommending the most appropriate lender and product for each loan

legislation

settlement
- Respecting our client’s aspirations and providing outstanding client service

ABOUT YOU

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

- Strong experience in loan writing
- Understanding of loan documentation and compliance requirements including
- Excellent written and verbal communication skills
- Strong attention to detail
- Ability to meet deadlines
- Must have prior experience in banking or finance specific to assessing client's income

and expense information
- Be an engaged and adaptable individual who is looking for a bright future in the

financial services industry
WHAT WE OFFER

**By joining Shakes, you will be offered**:

- Attractive and competitive salary ($65,000 - $79,999)
- Supportive, friendly, and welcoming team environment
- Recently refurbished office space, in West Perth
- Highly active and engaging social club
- An active sports community - join our cycling and running teams or enjoy weekly

boot camp or yoga
At Shakes, we encourage all qualified applicants to apply. We are an equal-opportunity
employer and are committed to promoting and fostering a workplace where everyone is
included and treated fairly and with dignity and respect.

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