Mortgage and Credit Solutions Specialist

4 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $100,000 - $140,000

Job Overview

This role is part of a dynamic team supporting client advisors throughout the loan process from origination to execution. The ideal candidate will identify client needs, structure credit facility requests, and provide ongoing maintenance of bespoke financing solutions.

Responsibilities:

  • Act as a single point of contact for client advisors during the Lombard and Mortgage loan process
  • Originate and structure client credit facility requests based on their needs
  • Offer support throughout each stage of the transaction lifecycle, from origination to execution to ongoing maintenance
  • Promote effective leverage strategies to client advisors and clients by developing sales approaches
  • Maintain lending products, manage risk, monitor performance, report, and adjust pricing activities

Your Team:

You'll be part of the Global Lending Unit Lombard, Mortgage, and Banking team in Australia. Our team has an entrepreneurial approach, working closely with various stakeholders in a dynamic environment where collaboration drives tailored holistic solutions.

Requirements:

  • A university degree or relevant experience
  • Knowledge and experience with Lombard lending (margin lending) and Mortgage lending in Australia
  • Several years' experience structuring/underwriting complex loans for high net worth clients or as a loan officer
  • A methodical work style with strong attention to detail and ability to analyze product risk and regulatory issues

About Us:

We are a global wealth manager operating through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach sets us apart from competitors.

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