Financial Solutions Specialist
5 days ago
As a seasoned Financial Solutions Specialist, you will create lasting connections with customers, providing tailored lending solutions and fostering trust. Leveraging cutting-edge technology, you will deliver seamless banking experiences anywhere, anytime.
We support customers in one of the most significant financial decisions they will make - purchasing or refinancing a home. Our team is dedicated to helping customers achieve their dream of homeownership.
Key Responsibilities:
- Offer guidance and advice to customers to help them achieve their goal of owning a home
- Develop business by building and maintaining internal and external referral sources
- Attend regular coaching sessions to enhance lending knowledge and skills
Requirements:
- Proven expertise in home lending products and current responsible lending legislation
- A strong presence in the local community and a credible personal brand with customers
- A proven track record of delivering exceptional customer service and establishing rewarding relationships
- A minimum of 3 years' experience in a lending environment
- The ability to identify and anticipate customers' financial needs
- The capacity to see the big picture for customers and provide comprehensive solutions
About Us:
We are a leading organization dedicated to supporting our customers in achieving their financial goals.
What We Offer:
- A dynamic work environment that promotes growth and development
- Ongoing training and coaching to enhance your skills and knowledge
- A competitive compensation package
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