Financial Services Specialist
1 week ago
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.
- 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.
- Experience as a mortgage broker.
- Accreditation with lenders.
- Certificate IV or Diploma in Finance and Mortgage Broking.
- Competitive remuneration.
- High-quality leads and career progression opportunities.
- A supportive team culture.
- Best-in-class training and mentorship.
- Clear goals and development pathways.
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