Financial Services Specialist

7 days ago


Melbourne, Victoria, Australia beBeeMortgage Full time $75,000 - $85,000
Experienced Mortgage Broker Role">

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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