My Home Plan Specialist

1 week ago

Melbourne, Victoria, Australia ABN Group Full time

  • 494362

  • Melbourne

  • Administration/Support Service

  • Full-time (Permanent)

Why You Will Be Excited About This Role

As a My Home Plan Specialist, you'll play a key role in helping clients achieve their dream of home ownership. You'll create tailored strategies for savings, debt reduction, and credit repair, working closely with Resolve Brokers or Franchisees to identify challenges and develop solutions. By guiding clients through each stage, celebrating their progress, and keeping all stakeholders informed, you'll make a real and lasting difference in their financial journey.

About Us

Resolve Finance is a multi-award winning and energetic finance brokerage, with continuous improvement and the customer journey at the forefront of everything we do. Our success and customer-centric approach can be attributed to the quality and passion of our people, as evidenced by Resolve been ranked within the Top 25 Brokerages nationally, since 2011.

Nationally we saw several key highlights over FY25;

  • $2.2b in settlement and well on our way to achieving our goal of $6b by 2030.

  • 18% broker growth, we are now just under 100 brokers and again well on our way to achieving our goal of 220 by 2030.

Resolve Finance is proudly part of the ABN Group - Australia's leaders in construction, property and finance.

What You Will Be Working On

The My Home Plan Specialist is supporting clients in savings, debt reduction and credit repair through our My Home Plan program. The role involves working with clients on budgeting strategies, to overcome financial obstacles and achieve home loan qualification, in collaboration with our business partners and Resolve Brokers.

Other key responsibilities include:

  • Confirm client's borrowing capacity and home and land package pricing with brokers, then relay information to our business partners

  • Schedule and conduct My Home Plan consultations, confirming client goals and desired package prices

  • Identify and address financial setbacks that the client may experience while participating within the My Home Plan program

  • Ensure compliance with NCCP policies and manage application and identification documentation

  • Monitor client progress, request supporting documentation and report on milestones and issues to relevant business partners and brokers

Who Will Be Successful

The successful applicant will have the following skills and attributes:

  • Knowledge of current financial market

  • Ability to identify client's current financial situation and recognise financial challenges

  • Strong time management and negotiating skills

  • Previous finance broking or lending experience is desired

Why ABN?

We're not just offering a job; we're inviting you to be part of a community that values innovation, passion, and excellence. Our employee benefits include:

  • In-House Discounts: Exclusive discounts to enjoy

  • Flexibility: Work arrangements tailored to support your work-life balance

  • Career Growth: Opportunities to elevate your career within a thriving organisation

  • Wellness Focus: Dedicated programs to nurture your well-being

  • Health Coverage: Access discounted private health insurance

  • Parental Leave: Paid leave for both primary and non-primary carers

What's Next?

Apply now if who we are resonates with you and you think you have what is required to fill this exciting role.

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