
Home Loan Consultant
4 days ago
As a key member of our team, you will be the first point of contact for customers who have recently completed a home loan comparison enquiry. Your role is to understand their needs and guide them through the next steps of the lending process.
You will play a critical part in helping customers move forward with confidence on their home ownership journey. You will be part of a supportive, high-performing team committed to delivering exceptional service and strong conversion outcomes.
Key Responsibilities:
- Contact customers and engage in solution-focused conversations to identify the right lending options.
- Build trust and support customers through the home loan journey, addressing questions and concerns.
- Meet and exceed performance metrics across conversion, customer satisfaction, and call quality.
- Participate in ongoing coaching and training to enhance your skills and stay up-to-date.
Requirements:
- A minimum of 1 year of experience in a call centre, outbound sales, or customer-facing role; experience in home lending or financial services is highly valued.
- Strong communication and active listening skills, with the ability to build trust and explain complex information clearly.
- A natural problem solver who can identify customer needs, handle objections, and offer tailored lending solutions.
- Tech-savvy and detail-oriented, with experience using CRM systems like Salesforce and confidently navigating multiple platforms.
- Motivated by results, with a proven ability to thrive in a fast-paced, metric-driven environment.
- A positive attitude, team mindset, and strong work ethic, with a genuine passion for delivering great customer outcomes.
- Ideal candidates will also bring knowledge of home loan products, lending structures, or experience with aggregator/comparison platforms, along with an understanding of responsible lending and compliance obligations.
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