Home Finance Specialist

2 weeks ago

Perth, Western Australia Shakespeare Partners Full time $80,000 - $120,000 per year

About the role

We're seeking a talented Home Finance Specialist to join our dynamic team at Shakespeare Financial Group. As a Home Finance Specialist, you'll play a pivotal role in helping our customers achieve their financial goals, from securing home loans to guiding them through the lending process. This full-time position offers the opportunity to build a rewarding career in the financial services industry.

What you'll be doing

  • Providing expert advice and tailored financial solutions to customers seeking home loans and other mortgage products
  • Assisting customers with the loan application process, including gathering required documentation and processing applications
  • Maintaining strong relationships with customers, ensuring an exceptional level of service and support
  • Staying up-to-date with industry regulations, products, and market trends to provide the most relevant and valuable guidance to customers
  • Collaborating with team members to achieve individual and team sales targets
  • Contributing to the overall growth and success of the firm

What we're looking for

  • Proven experience in a similar home finance or mortgage specialist role, with a strong understanding of the banking and financial services industry
  • Excellent customer service and communication skills, with the ability to build trust and rapport with customers
  • Strong problem-solving and analytical skills to assess customer needs and recommend suitable financial solutions
  • Familiarity with relevant lending regulations and compliance requirements
  • A passion for helping customers achieve their financial goals
  • A team-oriented approach and the ability to work collaboratively with colleagues

What we offer

At Shakespeare, we're committed to providing our employees with a rewarding and fulfilling work environment. As a Home Finance Specialist, you'll enjoy:

  • Competitive salary and performance-based bonuses
  • Comprehensive training and ongoing professional development opportunities
  • Flexible work arrangements to support work-life balance
  • Opportunities for career progression and growth within the organisation
  • A collaborative and supportive team culture
  • Access to employee wellness and wellbeing initiatives

About us

Shakespeare Financial Group is a leading provider of financial services in WA. With a strong focus on customer service and innovation, we're dedicated to helping our clients achieve their financial goals. Our team of experienced professionals is committed to delivering tailored solutions and exceptional support to our growing customer base.

If you're passionate about making a difference in the lives of our customers, we'd love to hear from you. Apply now to take the next step in your career as a Home Finance Specialist at Shakespeare Financial Group.

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