Home Lending Executive

2 days ago


Melbourne, Victoria, Australia EFinancialCareers Ltd. Full time

About the Role:

We are seeking an experienced Home Lending Executive to join our team at EFinancialCareers Ltd. As a key member of our organization, you will be responsible for building and managing a portfolio of home lending customers, providing expert advice and guidance to help them achieve their financial goals.

Key Responsibilities:

  • Develop and maintain a deep understanding of home lending products and services, including current national home lending legislation.
  • Build and maintain strong relationships with customers, understanding their financial needs and providing tailored solutions to meet their goals.
  • Proactively research and utilize industry and customer networks to enhance and share knowledge of regulatory requirements and their impacts on the market, industry, customers, and the Group.
  • Develop and maintain internal and external referral sources, effectively asking for business and coaching others in how to ask for business through deeper and proactive customer and business partner relationships.
  • Show advanced application of the Group's risk framework to attract and retain customers, effectively questioning risk situations and encouraging a speak-up culture.

Requirements:

  • Track record of delivering excellent customer service through a proven ability to establish and maintain effective and rewarding relationships.
  • World-class customer pipeline management skills.
  • Prior proven experience within a lending/sales environment.
  • Knowledge of retail lending with the ability to identify and anticipate customers' financial needs.
  • Demonstrated understanding of home lending products and the current national home lending legislation.
  • Ability to coach and upskill peers.
  • Advanced business and market acumen.

About Us:

EFinancialCareers Ltd. is a leading provider of financial services, dedicated to helping customers achieve their financial goals. We are committed to delivering exceptional customer service and building long-term relationships with our customers.



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