Home Loan Specialist

2 months ago

Toowong, Queensland, Australia Compare the Market Full time
About the Role

We are seeking a highly skilled and experienced Home Loan Consultant to join our team at Compare the Market. As a key member of our team, you will play a critical role in supporting our valued customers in achieving their dream of home ownership.

Key Responsibilities
  • Accurately input client data and submit loan applications to lenders with a one-touch approach.
  • Assist with managing the home loan process from application through to settlement.
  • Verify the validity and accuracy of client documentation according to information submitted via the Home Loan Platform.
  • Maintain contact with lenders to provide timely progress updates to clients.
  • Build rapport with customers and lenders through effective communication and exceptional customer service.
  • Proactively identify and solve problems to minimise disruption.
  • Order valuations and liaise with valuation companies to ensure timely completion.
  • Maintain detailed and accurate customer records in Salesforce CRM.
  • Support the Home Loan Specialist, prioritising customer needs for a superior experience.
  • Ensure compliance with Responsible Lending and Best Interest Duty obligations.
  • Strive for best practice and process improvements, providing feedback to enhance customer experience and team efficiency.
  • Utilise systems such as CTM Salesforce, AFG FLEX, Genesys, and ApplyOnline to manage home loan applications.
Requirements
  • Certificate IV in Finance and Mortgage Broking (desired but not essential).
  • Experience in the Home Loan industry, reviewing and processing loan applications and documentation.
  • Experience using Property Hub (or similar) to order valuations and liaise with valuation companies.
  • Demonstrated exceptional customer service skills.
  • Proficient in ApplyOnline, Microsoft Suite, Google Suite, and Salesforce CRM.
  • Effective communication skills, able to engage at all levels.
  • Highly organised, able to juggle conflicting priorities.
  • Strong critical thinking and problem-solving abilities.
What We Offer

At Compare the Market, we offer a dynamic and collaborative work environment where your talents will be recognised and rewarded. You'll have the opportunity to make a meaningful impact and contribute to our continued success. As well as ample opportunities for growth and development, we also provide:

  • Vibrant and social community who have annual celebrations, family fun days and regular events.
  • Enjoy flexible work arrangements, including the option of one day working from home each week or a 9-day fortnight.
  • Enjoy additional leave days - 'ME' leave and 'Volunteer Day' leave.
  • Study support (up to 50% of tuition fees for relevant courses) and professional membership reimbursement.
  • Employee discounts on Car, Home, Travel insurance.
  • Income protection insurance provided to support you in the event of non-work-related illness or injury.
  • Discounts with a broad range of providers, including gym memberships, accommodation, dental care and more.
Equal Opportunity Employer

Compare the Market is an Equal Opportunity Employer, and we encourage all applicants to apply. We acknowledge that we are strengthened by diversity.

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