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Senior Financial Consultant
2 weeks ago
St Trinity Property Group is a leading Prop Tech business specializing in new residential and off-the-plan properties. We prioritize your growth with ongoing support and development, fostering a collaborative culture that enhances the buyer experience.
About Us
We integrate smart technology to drive efficiency and provide high-quality leads for our finance professionals. As a fast-growing business, we offer a dynamic and rewarding work environment in our North Strathfield office.
Key Responsibilities
• Provide credit assistance while ensuring client best interests and complying with ASIC regulations, NCCP, and Best Interests Duty.
• Manage a high volume of loan files from simple to complex, maintaining strong client relationships with proactive updates.
• Understand St Trinity's developments to drive optimal client outcomes and efficiently manage the sales pipeline to meet sales targets.
• Stay updated on lender policies and industry regulations, building strong relationships with key bank and lender contacts.
About You
We are looking for a finance professional with 2+ years of experience in financial services or banking. Key requirements include proven sales success and a growth mindset, as well as expertise in financial analysis, credit standards, and compliance.
• Strong knowledge of banking, housing market, and regulations is essential, along with a passion for client relationships and long-term success.
• Self-motivated with a results-driven approach, preferred qualifications include experience as a mortgage broker, accreditation with lenders, and a Certificate IV or Diploma in Finance and Mortgage Broking.
What We Offer
Competitive remuneration and high-quality leads, providing opportunities for career progression.