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Financial Services Specialist

2 weeks ago


City of Canada Bay Council, Australia beBeeMortgage Full time $90,000 - $150,000

At St Trinity Property Group, we are seeking an experienced Mortgage Broker to join our team.

About the Role: As a Mortgage Broker, you will be responsible for guiding clients through the mortgage process from application to approval. You will work closely with clients to understand their financial needs and goals, offering expert advice on mortgage products and securing the best terms available.

Key Responsibilities:

  1. Client Consultation: Meet with clients to assess their financial situations and mortgage needs. Provide personalized recommendations and explain the mortgage process in detail.
  2. Loan Processing: Assist clients with completing mortgage applications and gathering necessary documentation. Ensure accuracy and compliance with all regulatory requirements.
  3. Market Research: Stay up-to-date with current mortgage rates, trends, and products. Evaluate and compare mortgage options from various lenders to offer clients the best possible terms.
  4. Lender Negotiation: Build and maintain strong relationships with lenders. Negotiate loan terms and conditions to secure favorable rates and terms for clients.
  5. Application Management: Oversee the mortgage application process from start to finish, including submission, tracking, and communication with clients and lenders.
  6. Problem Solving: Address and resolve any issues or challenges that arise during the mortgage process. Provide solutions and alternatives to clients as needed.
  7. Compliance: Ensure adherence to all regulatory and legal requirements related to mortgage brokering. Maintain accurate and confidential client records.
  8. Client Support: Provide exceptional customer service throughout the mortgage process. Follow up with clients post-approval to ensure satisfaction and address any further needs.
Requirements

Qualifications:

  • Proven experience as a Mortgage Broker or similar role in the real estate or financial services industry.
  • Strong understanding of mortgage products, market trends, and regulatory requirements.
  • Excellent communication and interpersonal skills with a customer-focused approach.
  • Strong negotiation skills and the ability to build and maintain professional relationships.
  • Detail-oriented with strong organizational and problem-solving abilities.
  • Relevant certifications or licenses required by local or national regulatory bodies.
  • Proficiency in mortgage brokering software and Microsoft Office Suite.

Benefits

  • Innovative Environment: Work with a forward-thinking company that values creativity and innovation.
  • Professional Growth: Opportunities for professional development and career advancement.
  • Supportive Team: Join a collaborative and supportive team that values each member's contribution.
  • Competitive Compensation: Enjoy a competitive salary and benefits package.