Loan Specialist

3 days ago

Sydney, New South Wales, Australia beBeeBroker Full time $80,000 - $140,000

**Mortgage Broker Role**

A Mortgage Broker plays a pivotal role in the financial services industry, bridging the gap between clients and lenders to facilitate seamless transactions.

This position requires exceptional communication, negotiation, and interpersonal skills to develop strong client relationships. As a Mortgage Broker, you will leverage your expertise to assess clients' eligibility for loans, analyze various loan products, and provide personalized advice to achieve their long-term financial goals.

Key Responsibilities:

  • Client Engagement: Engage with potential clients to understand their financial needs and loan requirements, building trust and rapport through effective communication.
  • Loan Assessment: Assess clients' eligibility for loans based on creditworthiness, income, and other relevant factors, ensuring accurate and timely loan processing.
  • Documentation Management: Collaborate with clients to gather necessary documentation and information for loan applications, ensuring all required documents are submitted accurately and efficiently.
  • Product Analysis: Research and analyze various loan products, interest rates, and terms to recommend suitable options to clients, providing expert guidance to support informed decision-making.
  • Loan Application Guidance: Guide clients through the loan application process, addressing their questions and concerns, and ensuring they feel supported throughout the transaction.
  • Lender Liaison: Liaise with lenders, underwriters, and other parties to ensure accurate and timely loan processing, resolving any issues or additional requirements that may arise.
Required Skills & Qualifications
  • Certificate IV or Diploma in Finance and Mortgage Broking: Required to possess a recognized qualification in finance and mortgage broking.
  • Industry Association Membership: Must be a member of a reputable industry association, demonstrating commitment to professional standards and best practices.
  • Strong Communication Skills: Exceptional communication, negotiation, and interpersonal skills are essential for building strong client relationships and achieving sales targets.
Benefits
  • Commission-Based Salary: Earn a competitive commission-based salary, reflective of your sales performance and achievements.
  • Professional Development Opportunities: Enjoy ongoing training and development opportunities to enhance your skills and knowledge, staying ahead of industry trends and developments.
Other Information

The ideal candidate will possess a minimum 2 years of residential lending experience, with a strong attention to detail and ability to multitask effectively. Preferred experience with Infinity and HubSpot systems is also advantageous. Proficiency in using CRM software, loan management systems, and Google Office Suite is a must.

  • Loans Assessment Specialist

    6 days ago

    Sydney, New South Wales, Australia beBeeLoanAssessment Full time $120,000 - $140,000

    About the RoleWe are seeking a seasoned finance professional to join our team as a Loan Assessment Specialist. This is an excellent opportunity for individuals with a strong background in lending and a passion for delivering exceptional results.The ideal candidate will have a proven track record of accurately assessing and approving consumer credit...

  • Senior Loan Specialist

    2 days ago

    Sydney, New South Wales, Australia beBeeFinancialConsultant Full time $90,000 - $120,000

    Job OverviewA specialist financial services provider seeks a seasoned Financial Consultant to drive growth and success.This role offers the opportunity to work closely with customers, navigating their loan journey from initial contact through to settlement.Key Responsibilities:Building strong relationships with customers and managing their loan...

  • Loan Operations Specialist

    11 hours ago

    Sydney, New South Wales, Australia beBeeDetail Full time $80,000 - $100,000

    Our team is seeking a skilled Loan Operations Specialist to join us. This role involves working closely with various stakeholders to deliver exceptional home loan experiences for brokers and customers.About the RoleYou will be responsible for proactively managing home loan applications from lodgement through to settlement, acting as a key intermediary...

  • Home Loan Support Specialist

    3 days ago

    Sydney, New South Wales, Australia beBeeBroker Full time $80,000 - $140,000

    Home Loan Support SpecialistWe are seeking a highly skilled Home Loan Support Specialist to join our team. In this role, you will be responsible for managing home loan applications from lodgement through to settlement.As a key intermediary between multiple Business Development Managers, mortgage brokers and the internal Credit team, you will play a vital...

  • Senior Loan Syndication Specialist

    21 hours ago

    Sydney, New South Wales, Australia beBeeLoans Full time $200,000 - $250,000

    Job Title: Senior Loan Syndication SpecialistWe are seeking a seasoned loan syndication professional to join our team in Australia/New Zealand. The successful candidate will be responsible for pricing, structuring and underwriting non-flow (PF / asset finance) and flow (corporate / leveraged) loan products originated in Australia/New...

  • Product Specialist

    1 day ago

    Sydney, New South Wales, Australia beBeeLending Full time $150,000 - $200,000

    About the OpportunityWe are seeking skilled specialists to contribute to a major lending management system rebuild project.These roles will play a hands-on part in configuring and customising the solution, ensuring it meets business requirements and delivers effectively into production.You'll work closely with Business Analysts, Project Managers, and...

  • Home Loan Financing Expert

    19 hours ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $90,000 - $130,000

    Secure Home Loans SpecialistThe role of a Secure Home Loans Specialist is pivotal in facilitating clients' ability to secure home loans, debt consolidation, and refinancing solutions. By providing personalized service, assessing clients' financial situations, and recommending suitable loan products, these specialists play a crucial role in managing the loan...

  • Dedicated Home Loan Specialist

    3 days ago

    Sydney, New South Wales, Australia beBeeCustomerCentricity Full time $80,000 - $140,000

    As a dedicated Home Loan Specialist, you will play a pivotal role in delivering exceptional customer experiences for brokers and end customers. You will work closely with internal teams to ensure seamless loan processing from lodgement through to settlement.Key ResponsibilitiesProactively manage home loan applications, ensuring timely resolution and...

  • Loan Specialist

    2 days ago

    Sydney, New South Wales, Australia beBeeCredit Full time $90,000 - $110,000

    Experience a fresh approach to home loans with our innovative team.We're rewriting the rules of home lending, creating tools and products that empower customers to take control.Multple consumer lending and industry awards have recognized our excellence, including Canstar Outstanding Value and Innovation Excellence awards, RateCity and Mozo awards, and...

  • Mortgage Loan Advisor

    3 days ago

    Sydney, New South Wales, Australia beBeeMortgage Full time $90,000 - $120,000

    Loan SpecialistMortgage professionals at leading lending institutions navigate complex home loan processes for clients, offering tailored support and solutions.Key aspects of this role include:Collaborating with clients to identify their financial goals and objectivesEvaluating client creditworthiness and recommending suitable loan products