Wealth, Home Loan Specialist

8 months ago

Sydney, Australia HSBC Full time

-Job description

**Some career choices have more impact than others.**
At HSBC we exist with the purpose of Opening up a World of Opportunity. We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity. We bring together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.
As an HSBC employee in Australia, you’ll have access to tailored professional development opportunities, competitive pay, an embedded flexible working culture and a range of employee benefits. These include market-leading subsidised private health cover, enhanced parental pay and support when returning to work, subsidised banking products and services, bonus leave days and wellness programmes including discounted gym memberships.
As a Home Loan Specialist in the HSBC’s Wealth business, your main responsibility is to help our high-net-worth customers with their home loan needs, managing the full journey from the first interaction to settlement. This is a customer facing role, which requires regular customer interactions (meeting and phone calls) with our most valued customers. In this role you will be working closely with the Executive Relationship managers in the Wealth team to fulfill the home loan needs of their customers.
In a high paced and challenging environment, you will need to be extremely organised, work to strict deadlines and manage the expectations of customers/stakeholders.

**This role could be based in Sydney or Melbourne.**

**Responsibilities**:

- Build deep relationships with existing and prospect customers to meet their home loan needs
- Maintain a consistent and tailored relationship management service to our most valuable Premier, HNW & UHNW customers
- Prepare and submit credit submission to the credit team to deliver a seamless customer experience in relation to home loan needs
- Collaborate with other segments of HSBC (e.g., retail banking, corporate banking, markets) to deliver a holistic and seamless customer experience and referrals where appropriate.
- Compliance with the relevant Group standards and regulatory requirements.
Requirements

**Requirements**:

- Experience in Lending and Relationship Management in the HNW/UHNW segment (e.g. Private or Business banking experience)
- Experience in complex credit structuring for HNW/UHNW customers including trust structures, self employed applicants and various income sources
- Understanding of regulatory landscape relating to Responsible lending
- Strong client focus and ability to develop long term partnerships with customers across various segments and industries (C-Suite executives, business owners, professionals)
- Ability to win new business leveraging HSBC’s value proposition and strong relationship management-We value different perspectives, we succeed together, collaborating across boundaries, we take responsibility, holding ourselves accountable to get things done. Through these values, HSBC is committed to building a culture where all employees are appreciated and respected and where opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow in an inclusive environment. Applications from First Nations peoples are encouraged.

  • Home Loan Specialist

    4 weeks ago

    Sydney, New South Wales, Australia EBR Full time

    About this role:Our client, EBR, seeks a skilled Home Loan Specialist to join their team. As a Digital Mortgage Expert, you will play a crucial role in providing exceptional customer service and building relationships with current and prospective customers in the home lending space.Key responsibilities:Provide inbound and outbound support to customers...

  • Home Loan Consultant

    4 weeks ago

    Sydney, New South Wales, Australia EBR Full time

    Job Title: Home Loan SpecialistAbout the Role:We are seeking a highly skilled and experienced Home Loan Specialist to join our team at EBR. As a Home Loan Specialist, you will be responsible for providing exceptional customer service and building relationships with current and prospective customers in the home lending space.Key Responsibilities:Provide...

  • Home Loan Specialist

    6 months ago

    Sydney, Australia Lendi Group Full time

    Company DescriptionSince 2016, over 2 million Australians have logged on to the Lendi Platform to research, compare, apply for, and settle their home loans online. We’re the #1 online home loan platform in Australia, and we’re still growing! As such, we’re looking to introduce new talent into our Home Loan Specialist Team.Lendi is a market disruptor...

  • Home Loan Specialist

    5 days ago

    Sydney, New South Wales, Australia Lendi Group Full time

    About UsAussie, the leading retail mortgage broking network in Australia, has been helping over 1 million Australians achieve their property dreams since 1992.We're proud to be the #1 most recognised mortgage broking brand in the country and we're still growing!Our OpportunityWe're seeking a highly motivated and driven Home Loan Specialist to join our team....

  • Home Loan Specialist

    1 month ago

    Sydney, New South Wales, Australia Lendi Group Full time

    About the RoleWe are seeking a highly motivated and experienced Mortgage Broker to join our team at Lendi Group. As a Home Loan Specialist, you will be responsible for supporting customers with their home lending needs virtually, via phone, email, and video chat.Key ResponsibilitiesSupport customers with their home lending needs virtually, via phone, email,...

  • Home Loan Specialist

    2 weeks ago

    Sydney, New South Wales, Australia Lendi Full time

    Unlock Your Earning Potential As a leading online home loan platform in Australia, Lendi is seeking highly motivated and experienced mortgage brokers to join our Home Loan Specialist team. With over 2 million customers served since 2016, we offer a unique opportunity for professionals to take their career to the next level and achieve significant income...

  • Home Loan Growth Specialist

    3 weeks ago

    Sydney, New South Wales, Australia St Full time

    Job DescriptionWe are seeking an experienced Home Loan Growth Specialist to join our team in Sydney metro. In this role, you will play a key part in shaping and growing your home lending career.You will be the friendly face for both new and existing customers to meet when it's time to apply for a home loan. Your goal will be to make sure the entire...

  • Home Loan Consultant

    6 months ago

    Sydney, Australia Athena Mortgage Pty Ltd Full time

    Home Loan Consultant Meet Athena, the Home Loan Wrecker Athena Home Loans burst into the industry in 2019 to shake things up and change home loans for good. We're reimagining home loans and showing Australia there's a lender on their side. Home loans are all we do. We continue to rewrite the rules of home lending, creating tools, products and policy that...

  • Home Loan Expert

    1 month ago

    Sydney, Australia Athena Mortgage Pty Ltd Full time

    Home Loan Expert Meet Athena, the Home Loan Wrecker Athena Home Loans burst into the industry in 2019 to shake things up and change home loans for good. We're reimagining home loans and showing Australia there's a lender on their side. Home loans are all we do. We continue to rewrite the rules of home lending, creating tools, products and policy that put...

  • Home Loan Specialist

    5 months ago

    Sydney, Australia Hatch Full time

    ** This role is at Lendi (not for Hatch)** Hatch is supporting Lendi to find a great Home Loan Specialist - Sydney to join their Sales and Customer Success team. Hatch exists to level the playing field for people as they discover a career that’s right for them. We model this in our hiring process for our partners like Lendi. **About the role at...

  • Home Loan Consultant

    2 weeks ago

    Sydney, Australia Athena Mortgage Full time

    **Meet Athena, the Home Loan Wrecker** Athena Home Loans burst into the industry in 2019 to shake things up and change home loans for good. We're reimagining home loans and showing Australia there's a lender on their side. Home loans are all we do. We continue to rewrite the rules of home lending, creating tools, products and policy that put the power back...

  • Home Loan Consultant

    6 months ago

    Sydney, Australia Athena Mortgage Full time

    **Meet Athena, the Home Loan Wrecker** Athena Home Loans burst into the industry in 2019 to shake things up and change home loans for good. We're reimagining home loans and showing Australia there's a lender on their side. Home loans are all we do. We continue to rewrite the rules of home lending, creating tools, products and policy that put the power back...

  • Home Loan Consultant

    5 days ago

    Sydney, New South Wales, Australia Lendi Group Full time

    Unlock Your Potential as a Home Loan ConsultantWe are seeking a talented and motivated individual to join our team as a Home Loan Consultant. As a key member of our mortgage broking network, you will play a vital role in helping Australians achieve their dream of homeownership.About Us:Aussie is Australia's #1 brokerage, with over 220 stores and 1000 brokers...

  • Home Loan Expert

    2 months ago

    Sydney, Australia Athena Mortgage Full time

    **Meet Athena, the Home Loan Wrecker** Athena Home Loans burst into the industry in 2019 to shake things up and change home loans for good. We're reimagining home loans and showing Australia there's a lender on their side. Home loans are all we do. We continue to rewrite the rules of home lending, creating tools, products and policy that put the power back...

  • Home Loan Specialist: Unlock Your Potential

    2 weeks ago

    Sydney, New South Wales, Australia REA Group Full time

    About REA GroupREA Group is a leading digital media company that operates some of Australia's most successful online real estate and property portals, including realestate.com.au and Real Commercial. We are passionate about helping Australians achieve their dream of owning a home or investing in property.SalaryA competitive salary package of $80,000 -...

  • Loan Settlements Coordinator

    1 week ago

    Sydney, New South Wales, Australia Australian Military Bank Full time

    At Australian Military Bank, we are committed to providing exceptional service to our members. As a leading mutual bank, we offer a range of financial products and services that cater to the unique needs of our Defence community.We are currently seeking an experienced Loan Settlements Coordinator to join our team in processing home loans efficiently and...

  • Home Loan Consultant

    1 week ago

    Sydney, New South Wales, Australia Lendi Group Full time

    Achieve exceptional success in the thriving Australian mortgage broking industry with our Retail Mortgage Brokers role at Lendi Group.We're now the #1 most recognised brand in the mortgage broking industry and Australia's largest retail mortgage broking network, helping over 1 million Australians with their property purchasing journey since 1992.As a Home...

  • Home Lending Specialist

    1 week ago

    Sydney, New South Wales, Australia REA Group Full time

    We are seeking a highly skilled Home Lending Specialist to join our team at REA Group.The successful candidate will have exceptional communication and problem-solving skills, with a proven track record in achieving sales results and business development. In this role, you will be responsible for helping customers navigate the home loan life cycle, providing...

  • Home Loan Originator

    2 weeks ago

    Sydney, New South Wales, Australia REA Group Full time

    Unlock a Career in Home Lending with REA GroupWe are seeking an experienced Home Loan Originator to join our team at REA Group. As a key member of our Mortgage Choice business, you will play a crucial role in helping customers achieve their dream of homeownership.About the RoleThis is a challenging and rewarding opportunity for a skilled mortgage...

  • Home Loan Specialist

    2 weeks ago

    Sydney, New South Wales, Australia Lendi Group Full time

    Company OverviewAussie, a leading mortgage broking brand, offers an exceptional opportunity to grow your own thriving business. With over 30 years of experience and 1 million customers helped, Aussie is the #1 most recognised mortgage broking brand in Australia.Job DescriptionAs a Home Loan Specialist, you will work primarily from an Aussie retail store,...