Financial Services Specialist

2 days ago


Newcastle, New South Wales, Australia beBeeMortgage Full time $80,000 - $200,000

We are looking for a Mortgage Broker to join our team. As a key player in our financial services business, you will be responsible for managing the end-to-end loan process from initial enquiry through to settlement.

Key Responsibilities
  • Managing the entire loan process, ensuring timely and efficient delivery of results.
  • Building and maintaining strong relationships with clients, understanding their needs and providing tailored lending solutions.
  • Partnering with administrative support teams to streamline loan processing and improve client engagement.
  • Liaising with banks and lenders to secure the most suitable lending options for clients.
  • Working closely with SMEs and self-employed clients to provide customised lending solutions that meet their needs.
Requirements
  • Minimum 2 years' experience as a Mortgage Broker.
  • Strong knowledge of lender policies, loan structures, and compliance requirements.
  • Excellent analytical and problem-solving skills to identify suitable lending solutions for clients.
  • Ability to work collaboratively within a team environment while managing individual portfolios.
  • Excellent communication and relationship-building skills to deliver outstanding client service.
Benefits
  • Competitive salary and bonus structure.
  • Mentoring opportunities from experienced mortgage brokers.
  • Established client base and referral networks, offering consistent growth opportunities.
  • Flexible working arrangements designed to help you thrive professionally and personally.


  • Newcastle, New South Wales, Australia beBeeCommercial Full time $120,000 - $160,000

    Business Growth SpecialistWe are seeking a commercial lending specialist to facilitate great customer conversations and provide timely solutions. As part of a collaborative team, you will work towards becoming a leading business banking expert.Key ResponsibilitiesOriginate a range of solutions for businesses, including commercial lending up to $1M, asset...


  • Newcastle, New South Wales, Australia beBeeCustomer Full time $73,647 - $98,724

    Job Title: Financial Services Professional - Customer Support Specialist About the Role:This is a customer-facing role where you will be responsible for delivering exceptional support to our customers across various banking services, including home loans, business banking and financial advice.You will work closely with customers to understand their...


  • Newcastle, New South Wales, Australia beBeeAccountant Full time $70,000 - $85,000

    Job Title: Financial Support SpecialistThis central role involves leading key tasks across finance and communication needs of the organisation, along with general office and administrative support.Key Responsibilities:Maintain accurate and up-to-date financial records using accounting software.Process all income and expenditure, including invoicing,...


  • Newcastle, New South Wales, Australia beBeeFinance Full time $80,000 - $90,000

    Job DescriptionWe are seeking a skilled Financial Operations Specialist to support our finance and project teams with day-to-day financial activities.The successful candidate will be responsible for processing and reconciling invoices, purchase orders, and expenses in a timely and accurate manner.In addition, they will assist with budget tracking and cost...

  • Mortgage Broker

    3 days ago


    Newcastle, New South Wales, Australia Aspira Business & Financial Services Full time

    2 days ago Be among the first 25 applicantsAspira Business & Financial Services provided pay rangeThis range is provided by Aspira Business & Financial Services.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$80,000.00/yr - A$200,000.00/yrDirect message the job poster from Aspira Business...

  • Mortgage Broker

    2 days ago


    Newcastle, New South Wales, Australia Aspira Business & Financial Services Full time

    2 days ago Be among the first 25 applicantsAspira Business & Financial Services provided pay rangeThis range is provided by Aspira Business & Financial Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$80,000.00/yr - A$200,000.00/yrDirect message the job poster from Aspira...


  • Newcastle, New South Wales, Australia beBeeCustomer Full time $62,500 - $98,700

    Deliver Exceptional Banking ServicesWe seek a professional to provide personalized banking solutions to customers, leveraging market-leading products and technology to enhance their financial wellbeing.Key Responsibilities:Engage in comprehensive discussions with customers regarding their overall banking needs, encompassing home loans, business banking, and...


  • Newcastle, New South Wales, Australia beBeeaccountsreceivablespecialist Full time $27,780 - $81,900

    Accounts Receivable SpecialistThe Accounts Receivable Specialist plays a vital role in ensuring timely payment for goods and services. This specialist is responsible for maintaining accurate financial records, generating invoices, and performing regular account reconciliations.Main Responsibilities:Maintain confidentiality of sensitive information relating...


  • Newcastle, New South Wales, Australia beBeeAdministrative Full time $90,275 - $122,375

    Job DescriptionWe are seeking a skilled and experienced Financial Planning Administrator to join our team. The successful candidate will be responsible for supporting Financial Planners and Paraplanners with administration tasks involved in implementing advice services.Key responsibilities include ensuring client information is up-to-date, processing new...


  • Newcastle, New South Wales, Australia beBeeAdministrative Full time $60,000 - $80,000

    As a client service administrator, you will play a vital role in our growing team. The ideal candidate will have a strong compliance background, attention to detail, and excellent communication skills.About the OpportunityThis is an exciting opportunity to join a leading financial planning firm based in Newcastle's CBD. We deliver a suite of financial...