Financial Freedom Specialist

3 days ago

Melbourne, Victoria, Australia beBeeEmpowerment Full time $90,000 - $120,000

Loan Operations Specialist

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At Infinity Group, our vision is to empower everyday Australians by providing innovative solutions to help them conquer debt, build wealth, and achieve lasting financial freedom.

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As a key member of our team, you will play a vital role in driving loan operations, ensuring timely settlements, and delivering exceptional client experiences. Your expertise will be sought after by brokers, relationship managers, and other stakeholders to provide strategic insights and support throughout the loan journey.

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The ideal candidate will possess strong analytical skills, attention to detail, and excellent communication abilities. They will be able to maintain accurate records, manage multiple priorities, and collaborate effectively with internal teams and external partners.

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Key Responsibilities:

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  • Loan Processing & Compliance - Prepare and lodge loan applications, ensuring all documentation is complete, accurate, and compliant with regulatory requirements.">
  • Client Financial Assessment - Review client financials, assess creditworthiness, and recommend suitable loan products to meet their needs.">
  • Stakeholder Management - Liaise with lenders, conveyancers, real estate agents, and other industry professionals to drive timely settlements and ensure seamless transactions.">
  • Client Experience & Support - Act as the primary point of contact for clients, providing updates, requesting documentation, and offering proactive support throughout the loan process.">
  • Data Integrity & Opportunity Identification - Maintain accurate CRM records, identify cross-selling opportunities, and flag leads for brokers and relationship managers.">
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Requirements:

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  • Experience & Knowledge - 2-3 years in mortgage broking, lending operations, or a related field.">
  • Technical Skills - Proficient in ApplyOnline, SalesTrekker, CRM systems, and Microsoft Office.">
  • Qualifications - Cert IV in Finance and Mortgage Broking (preferred).">
  • Professional Standards - Clear Police and Credit Report, high attention to detail, and excellent communication skills.">
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Why Join Infinity?

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At Infinity Group, we offer a dynamic work environment, competitive remuneration, and opportunities for career growth and development. Our team members enjoy a collaborative culture, flexible working arrangements, and a range of benefits that support their well-being and financial stability.

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Join our team today and embark on a rewarding career journey

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