Lending Specialist

22 hours ago


Brisbane, Australia Heritage and People's Choice Full time

Lending Specialist - Heritage Bank, Sunshine Coast Region

**About the role**:
We have an exciting opportunity for a **Lending Specialist** to support our **Heritage Bank Branches** at **Maroochydore, Caloundra and Kawana**.

Your existing skills and experience will be complimented by a range of in-house training programs that will ensure that you are fully competent in all transactional functions, have a robust understanding of all compliance requirements as well as a comprehensive knowledge of Heritage Bank's range of services and products.

**What you'll be doing**:

- Hold quality conversations with members to determine how Heritage is able to assist with their financial goals.
- Have flexibility to conduct Mortgage lending appointments with existing and potential members.
- Execute business development plans in relation to member acquisition.
- Support and coach other Heritage employees with lending knowledge and community engagement.

**About you**:
We are looking for team members who are driven by achieving positive customer outcomes. You must be a confident communicator, be digitally savvy and able to quickly grasp new systems. You will have a natural ability to ask lots of questions and build connections, a self-starter with demonstrated understanding of mortgage loan products and broader personal banking products with recent experience in a similar in-branch role. You will have a strong desire to gain a holistic understanding of a member and their needs and clearly articulate what the best solution is and why, whilst never losing sight of the details. You will enjoy working with stakeholders across our business and be passionate about quality lending in a changing work environment.

**Why you'll love working here**

Are you ready to embark on a distinctive career opportunity with People First Bank? Following the merger of People's Choice and Heritage Bank in March 2023, we are on an exciting journey to unify our member focus, products, services, and technology under a single company name and brand. People First Bank embodies our commitment to prioritising people above all else.

We are 100% member owned, with approximately 720,000 members and 1,900 employees. We have dual head offices in Adelaide and Toowoomba, and 95 branches across South Australia, Victoria, New South Wales, Queensland and the Northern Territory, trading under two brands, Heritage Bank and People's Choice.

When you come to work at People First Bank, you'll be joining a team of inclusive, friendly, and motivated employees who value making a difference every day for our members, community, and the planet. We are committed to creating an outstanding working environment where you feel supported, can continue to develop and are proud advocates of our members and our business.

Putting 'People First' starts with our team members and we are committed to creating an outstanding working environment where you feel supported, can continue to develop and are proud advocates of our members and our business.

We believe the little extras can make a big difference in supporting your success
- We offer a range of attractive benefits for our team members including career development opportunities, discounts on financial products and services, and celebrate the work of our people through our peer driven recognition program.
- Paid parental leave and special leave provisions.
- Employee banking benefits and discounted insurances.
- Career development opportunities, and ongoing training, coaching and support.
- A dedicated Employee Assistance Program for you and your family to access in times of need.
- Access to wellness initiatives for you and your immediate family members.
- Paid volunteering days and access to a diverse range of community and charitable initiatives.

**Next Steps**:
Applications close **8am Monday** **6 January 2025.**

Job ID 300000072467728


  • Lending Specialist

    4 weeks ago


    Brisbane, Queensland, Australia Buscojobs Full time

    About the RoleBOQ's Lending Specialists are customer-centric, thrive on building lasting relationships and are motivated by being a trusted home lending advisor to our customersReporting to the Branch Manager, your role as Lending Specialist will be to support the branch in achieving its lending growth objectives by helping new and existing customers through...

  • Lending Specialist

    2 weeks ago


    Brisbane, Queensland, Australia Bank Of Queensland Full time

    About the Role BOQ Group Lending Specialists are customer-centric, thrive on building lasting relationships and are motivated by being a trusted home lending advisor to our customersYour role as Lending Specialist will be to support the branch in achieving its lending growth objectives by helping new and existing customers through one of life's biggest...

  • Lending Specialist

    2 weeks ago


    Brisbane, Queensland, Australia Bank of Queensland Full time $104,000 - $130,878 per year

    About the RoleBOQ Group Lending Specialists are customer-centric, thrive on building lasting relationships and are motivated by being a trusted home lending advisor to our customersYour role as Lending Specialist will be to support the branch in achieving its lending growth objectives by helping new and existing customers through one of life's biggest...

  • Lending Specialist

    3 days ago


    Brisbane, Australia Bank of Queensland Full time

    **About the Role** - Work for a relationship bank who focus on community - Clear career pathways and excellent training and mentoring - Inclusive and collaborative team where you can bring your whole self to work! - Full Time Opportunity at the Owner Managed branch - Chermside - CBD Location| Public transport accessible BOQ’s Lending Specialists are...

  • Lending Specialist

    7 days ago


    Brisbane, Australia Bank of Queensland Full time

    **About the Role** - **Work for a relationship bank who focus on community**: - **Clear career pathways and excellent training and mentoring**: - **Inclusive and collaborative team where you can bring your whole self to work!** BOQ’s Lending Specialists are customer-centric, thrive on building lasting relationships and are motivated by being a trusted...


  • Brisbane, Australia Commonwealth Bank of Australia Full time

    Home Lending Specialist Gladstone - **You are experienced in Lending with a passion for Business Development & Customer Service**: - **We are experts in supporting customers in one of the most important financial decisions they will make**: - **Together we will become the #1 Home Lending team in the area** We are looking for a Home Lending Specialist to...


  • Brisbane, Queensland, Australia Bendigo Bank Full time

    Home Lending Specialist | Community Bank Acacia Ridge | QLD2 days ago Be among the first 25 applicantsDirect message the job poster from Bendigo BankOverviewYour role as a Home Lending Specialist (known internally as a Customer Relationship Manager) is to deliver an exceptional experience by working with customers to meet their end-to-end banking needs....


  • Brisbane, Queensland, Australia Bendigo Bank Full time

    Home Lending Specialist | Community Bank Acacia Ridge | QLD 2 days ago Be among the first 25 applicants Direct message the job poster from Bendigo Bank Overview Your role as a Home Lending Specialist (known internally as a Customer Relationship Manager) is to deliver an exceptional experience by working with customers to meet their end-to-end...


  • Brisbane, Australia Commonwealth Bank of Australia Full time

    Home Lending Specialist Coolum - **You are experienced in Lending with a passion for Business Development & Customer Service** - **We are experts in supporting customers in one of the most important financial decisions they will make** - **Together we will become the #1 Home Lending team in the area** **See yourself in our team** Our Home Lending...


  • Brisbane, Australia Great Southern Bank Full time

    At Great Southern Bank we're a customer-obsessed bunch. We pull out the stops to help all Australians own their own home. This means attracting and retaining customers through our strong brand, clever propositions, and award-winning service and support. Our Branch Lending Specialist role is pivotal to supporting our purpose. Based in our Blacktown Branch,...