Financial Services Specialist
1 week ago
This position offers the opportunity to work with a reputable client who has a long-standing reputation for providing exceptional customer service. The client possesses extensive industry experience and in-depth knowledge of residential, commercial, and asset finance.
The primary responsibility will be to assist clients with their home loan needs, including first-home buyers, property investment lending, debt consolidation, vehicle/equipment finance, SMSF lending, and commercial lending.
Key Responsibilities:
- Consult with customers to assess their financial needs and goals
- Provide personalized, tailored, and trusted lending advice to clients
- Maintain strong relationships with lenders
- Build and develop strong relationships with new and existing clients
Requirements:
- Strong knowledge in residential and commercial lending
- Minimum of 3 years' experience as a Mortgage Broker
- Certificate IV in Mortgage Broking and Finance (required)
- A passion for helping people achieve their financial goals
- Ability to build and maintain strong relationships with clients
What's on offer:
- Competitive salary and commission structure
- Excellent work-life balance
- Laid-back work culture
- Mixture of leads provided and self-generated leads
- Loan processor and Admin support
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