Financial Services Expert

3 days ago

Melbourne, Victoria, Australia beBeeMortgage Full time $80,000 - $150,000
Mobile Mortgage Specialist

We're seeking a highly skilled Mobile Mortgage Specialist to join our team.

  • Establish and maintain relationships with clients, providing personalized mortgage consultations.
  • Engage proactively with clients throughout the mortgage application process, ensuring their satisfaction.
  • Coordinate with internal teams to address client inquiries and issues promptly.
  • Stay informed about industry regulatory changes and ensure compliance with underwriting standards and regulations.
  • Develop and implement lead generation strategies to attract new clients and grow sales.
Requirements:
  • Bachelor's degree in Finance, Economics, Business Administration, or related field.
  • 5+ years of experience in strategic sales and networking.
  • Extensive knowledge of the real estate and economic market in British Columbia.
  • Knowledge of current residential mortgage products and services.
  • Ability to analyze financial information and mortgage applications.
  • Expertise in mortgage underwriting standards and regulations.
  • Proficiency in CRM software for client relationship management.
About the Role:

This is an exciting opportunity to build strong relationships with clients and help them achieve their financial goals.

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