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Loans Specialist

3 weeks ago

Melbourne, Victoria, Australia beBeeBroker Full time $90,000 - $120,000
Job Description:

You will be working closely with our finance brokers to manage the end-to-end loan process. This involves preparing and lodging loan applications, ensuring all documentation is complete and compliant.

Additionally, you will review client financial data, including income, liabilities, credit reports, and asset positions. You will assist our brokers in determining serviceability calculations and loan structuring that aligns with client goals and lender policy.

Effective stakeholder management is also a critical aspect of this role. You will liaise with various parties, including lenders, conveyancers, real estate agents, accountants, and valuers to drive timely settlements and escalate any issues proactively.

Responsibilities:
  • Loan Processing & Compliance
  • Client Financial Assessment
  • Stakeholder Management
  • Client Experience & Broker Support
  • Data Integrity & Opportunity Identification
What We Offer:

We provide a supportive environment where you can grow your career and make a meaningful impact. Our Rapid Repay program helps clients pay off their home loans up to 20 years early and saves them $270,000 on interest payments.