Personal Finance Specialist

6 days ago

Perth, Western Australia beBeeMortgage Full time $120,000 - $140,000

Job Overview

We are seeking a skilled professional to fill the role of Home Finance Manager, responsible for helping customers achieve their dream of homeownership. As a key member of our team, you will play a vital role in matching customers with the right mortgage products and services.

  • You will work closely with our customers to understand their financial needs and goals, providing exceptional service and guidance throughout the home loan application process.
  • You'll build strong relationships with our customers, utilizing your solid understanding of mortgage products and services to help them navigate the complex world of finance and find solutions that meet their needs.
  • Using your expertise, you will drive new business opportunities and rebuild existing relationships, working closely with colleagues and external partners to achieve our goals.

Key Responsibilities

  • Experience with lending is essential for success in this role.
  • You must be a people person who thrives on building great relationships from the very first conversation – and maintaining that quality.
  • Proven experience working in a customer-facing organisation, particularly in lending, is highly valued.
  • Solid communication skills to make customers feel confident and well-supported.
  • Consistently exceed customer expectations through exceptional service.
  • Strong business development skills and the ability to network effectively within the community.

Why Work With Us?

We offer a range of benefits and perks, including flexible work arrangements, tailored learning and development opportunities, and lots of opportunities to give back to the community. In return, we ask for a passionate commitment to delivering exceptional results and driving business growth.

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