Financial Solutions Specialist

7 days ago


Melbourne, Victoria, Australia beBeeFinancial Full time $80,000 - $120,000

Job Title: Financial Solutions Specialist

About the Role

This position involves serving as the primary contact for clients, guiding them through the lending process from initial inquiry to settlement. You will provide customized solutions tailored to meet their specific needs.

Key Responsibilities:
  • Prioritize and manage new client inquiries, matching them with suitable financial solutions
  • Efficiently process loan applications while ensuring accuracy and timeliness
  • Foster strong relationships with lenders to secure optimal outcomes for clients
  • Develop long-term partnerships by delivering exceptional client service and support
  • Maintain a proactive approach, following up on leads and staying informed about ongoing applications
  • Achieve and exceed performance targets in sales and productivity
The Ideal Candidate

We seek experienced professionals who possess excellent communication skills, are driven, and have a track record of achieving results.

Why Choose This Opportunity?

Join a dynamic organization committed to growth and career advancement. Collaborate in a culture that values initiative, teamwork, and innovative ideas. Enjoy a work environment where your accomplishments are recognized and rewarded.



  • Melbourne, Victoria, Australia beBeeCustomerService Full time $60,000 - $80,000

    Financial Solutions SpecialistThis role is an opportunity to provide tailored financial hardship solutions with a focus on delivering exceptional customer service.You will be responsible for managing client accounts and providing financial support in times of need.About YouWe are seeking individuals who possess excellent communication skills, empathy, and...


  • Melbourne, Victoria, Australia beBeeDynamics Full time $100,000 - $120,000

    Microsoft Dynamics 365 F&O Specialist - 12 Month Fixed Term ProjectWe are seeking a highly skilled Microsoft Dynamics 365 F&O specialist for a high-profile project requiring the development, customization, and maintenance of financial solutions using Microsoft Dynamics 365 Finance and Operations (F&O).The role is a 12-month fixed-term assignment with a...


  • Melbourne, Victoria, Australia beBeeCredit Full time $80,000 - $110,000

    Financial Solutions SpecialistWe are seeking a skilled and experienced Financial Solutions Specialist to support our customers and communities in achieving their financial goals. As a key member of our Professional services team, you will play a critical role in delivering a superior customer experience by managing the end-to-end lending process.Key...


  • Melbourne, Victoria, Australia Liberty Financial Full time

    About LibertyHelping people is in our DNA. As the leading non-bank lender in Australia, for decades we have been providing free-thinking loans and have helped over 500,000 people get financial. We offer a broad range of flexible and custom products and are passionate about building and delivering exceptional experiences for our customers.We are a...


  • Melbourne, Victoria, Australia beBeeCustomerService Full time $72,000 - $99,000

    Delivering exceptional customer service is at the heart of every successful banking professional. As a Customer Banking Specialist Relief, you will be responsible for providing a seamless banking experience to our customers.About the RoleYou will work in our 325 Collins Street Branch, supporting customers with their financial needs, including home loans,...


  • Melbourne, Victoria, Australia Insignia Financial Full time

    Join to apply for theServiceNow Solution Designerrole atInsignia FinancialWe're looking for a hands-on ServiceNow Solution Designer who can take ownership of the technical solution end-to-end and is comfortable rolling up their sleeves as well as shaping strategy. You'll join a mature, respected, and growing platform team with the freedom to work across...


  • Melbourne, Victoria, Australia beBeeLending Full time $80,000 - $150,000

    As a seasoned Financial Solutions Specialist, you will create lasting connections with customers, providing tailored lending solutions and fostering trust. Leveraging cutting-edge technology, you will deliver seamless banking experiences anywhere, anytime.We support customers in one of the most significant financial decisions they will make - purchasing or...


  • Melbourne, Victoria, Australia Insignia Financial Full time

    Join to apply for the ServiceNow Solution Designer role at Insignia FinancialWe're looking for a hands-on ServiceNow Solution Designer who can take ownership of the technical solution end-to-end and is comfortable rolling up their sleeves as well as shaping strategy. You'll join a mature, respected, and growing platform team with the freedom to work across...


  • Melbourne, Victoria, Australia Insignia Financial Full time

    Join to apply for the ServiceNow Solution Designer role at Insignia Financial We're looking for a hands-on ServiceNow Solution Designer who can take ownership of the technical solution end-to-end and is comfortable rolling up their sleeves as well as shaping strategy. You'll join a mature, respected, and growing platform team with the freedom to work...


  • Melbourne, Victoria, Australia beBeeBusiness Full time $104,000 - $130,878

    Job DescriptionYou will be working as a commercial lending specialist in a dynamic team. Your primary objective will be to understand the business goals and needs of small businesses across Australia.As a Business Banker, you will provide tailored financial solutions to help Australian small businesses succeed. You will work closely with your customers to...