Financial Services Specialist

1 week ago


Parramatta Park, Queensland, Australia beBee Careers Full time

Career Opportunity in Finance

Job Description:

We are seeking an experienced finance professional to join our team as a Financial Services Specialist. This role involves providing expert credit assistance to clients, ensuring compliance with regulatory requirements, and managing high-volume loan files from simple to complex.

Key Responsibilities:
  • Provide expert credit assistance prioritizing client best interests.
  • Ensure compliance with ASIC regulations, NCCP, and Best Interests Duty.
  • Manage high-volume loan files from simple to complex.
  • Maintain strong client relationships with proactive updates.
  • Stay knowledgeable about the housing market and drive optimal client outcomes.
  • Efficiently manage the sales pipeline and meet sales targets.
  • Stay updated on lender policies and industry regulations.
About You:
  • 2+ years of experience in financial services or banking.
  • Proven sales success and growth mindset.
  • Strong knowledge of banking and regulations.
  • Expertise in financial analysis, credit standards, and compliance.
  • PASSION FOR CLIENT RELATIONSHIPS AND LONG-TERM SUCCESS.
  • Self-motivated with a results-driven approach.
Preferred Qualifications:
  • Experience as a mortgage broker.
  • Accreditation with lenders.
  • Certificate IV or Diploma in Finance and Mortgage Broking.
What We Offer:
  • Competitive remuneration.
  • High-quality leads and career progression opportunities.
  • A supportive team culture.
  • Best-in-class training and mentorship.
  • Clear goals and development pathways.
Mid-Senior levelFull-timeFinance

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