Home Financing Professional

2 days ago

Bendigo, Victoria, Australia beBeeFinance Full time $104,790 - $121,935

Job Title: Home Financing Professional

The ideal candidate will play a crucial role in delivering exceptional customer experiences by collaborating closely with clients to meet their end-to-end banking needs.

Main Responsibilities:

  • Building a pipeline of lending leads and nurturing relationships throughout the buying journey using our CRM system
  • Guiding customers through the lending process, providing peace of mind that we are here to help them achieve their goals
  • Leveraging credit analysis expertise and understanding of customer needs to ensure positive lending outcomes and future readiness for financial success
  • Establishing strong, relationship-centric connections with the community, branch, and Branch Manager to deliver effective lending outcomes for customers
  • Embracing a culture of lifelong learning and taking career development opportunities to grow professionally

Requirements:

  • Extensive experience in customer service or sales
  • High level of understanding of lending products, policies, and regulations
  • Ability to build relationships and rapport with customers and colleagues quickly, assess their needs, and develop a holistic view of their situation
  • Highly developed credit analysis skills
  • Understanding of small business offerings and consumer lending experience

About Us: Our Community Banking model focuses on promoting local growth, nurturing meaningful relationships, and addressing specific community needs. We operate on a shared revenue model based on 'profit-with-purpose' where profits generated are reinvested into the communities that create them.

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