Finance Portfolio Manager

2 weeks ago

Melbourne, Victoria, Australia beBeeMortgage Full time $90,000 - $120,000
About Our Finance Team

We're a dynamic and forward-thinking firm that's revolutionizing the way people view professional services. Our team of enthusiastic finance experts helps our wonderful clients achieve their business and personal goals.

Whether it's a first home or a commercial lease, we work together diligently to make it happen.

We're passionate about property, people, and finance.

Your Role as Mortgage Broker

Maintain, develop and grow an existing client portfolio with recurring business and referrals from happy clients being the end goal.

Manage both residential and commercial lending application processes from enquiry through to settlement.

Present lending strategies and tailored advice to clients.

Nurture and grow a network of internal and external contacts, collaborating with leaders to develop relationships and further cement your referral base.

Understand and operate within relevant regulatory and compliance legislation, working through any compliance issues.

What We Look For
  • A Certificate IV in Mortgage Broking.
  • A minimum of 2 years experience in a similar Broker role.
  • Prior Business Banking experience is beneficial.
  • Someone who feels passionate about property, people, and finance.
  • Embracing change and thriving in a fast-paced environment.
Our Benefits

We believe in work-life integration, allowing our people to find the balance that works best for them.

We have our own public holidays to give our people the day off, on us.

Free weekly lunches, social events and an amazing headquarters.

Access to wellbeing, medical and safety support through our partner.

Mentoring and coaching from industry leaders.

Opportunities for growth and promotion.

An inclusive and diverse workplace culture centred on meaningful work, wellbeing and fun.

We provide a supportive and dynamic work environment.

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