Senior Lending Specialist

2 weeks ago

NewcastleMaitland, Australia beBeeMortgage Full time $80,000 - $200,000
About Our Mortgage Services

We are a trusted partner in helping our clients achieve their financial goals through a wide service offering of mortgage broking, accounting, business advisory services and financial planning.

We're seeking a motivated Mortgage Professional with a passion for delivering outstanding client service and results to join our growing team.

Key Responsibilities
  • Managing the end-to-end loan process, from initial enquiry through to settlement.
  • Building and maintaining strong client relationships, understanding their needs and tailoring lending solutions.
  • Partnering with our administrative support team to streamline loan processing, giving you more time to focus on client engagement.
  • Liaising with banks and lenders to secure the most suitable lending options.
  • Working extensively with SMEs and self-employed clients, analysing financials and structuring lending solutions that meet their needs.
  • Working closely with our broader business and financial services team to provide a seamless client experience.
Requirements
  • Minimum 2 years' experience as a Mortgage Professional.
  • Minimum Certificate IV in Finance and Mortgage Broking (with the desire to complete Diploma Finance and Mortgage Broking Management within the next 12 months).
  • A strong understanding of lender policies, loan structures and compliance requirements.
  • Strong understanding of servicing requirements for self-employed borrowers and SMEs.
  • Proven ability to analyse financial statements and income structures to identify suitable lending solutions.
  • Ability to work collaboratively within a team environment while also managing your own portfolio.
  • Excellent communication and relationship-building skills.
  • Detail-oriented with strong organisational skills to manage multiple clients and deadlines.

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