Home Loan Consultant

Brief Description
About The Company
Compare the Market - yes, the one with the meerkats - is a high-growth FinTech company on a transformational journey. We are focused on designing, building, and delivering the very best home loan, energy, insurance, and health comparison experience in Australia. Okay, in the world

We're a values-led team that thrives on collaboration, ownership, and innovation - all while keeping our customers at the heart of what we do.

About The Role
Are you ready to take your career to new heights? We have an exciting opportunity for a dedicated Home Loan Consultant to join our team and support our valued customers in achieving their dream of home ownership.

In this role, you'll work closely with the Home Loan Specialist to ensure the successful processing of home loan applications. In this critical role, you will meticulously check the validity and accuracy of client documentation in accordance with information submitted via the Home Loan Platform and Salesforce. You will build rapport with customers and lenders through effective communication and exceptional customer service, proactively identifying and solving problems to minimise disruption.

What You'll Do

• Accurately input client data and submit loan applications to lenders with a one-touch approach
• Assist with managing the home loan process from application through to settlement
• Verify the validity and accuracy of client documentation according to information submitted via the Home Loan Platform
• Maintain contact with lenders to provide timely progress updates to clients
• Build rapport with customers and lenders through effective communication and exceptional customer service
• Proactively identify and solve problems to minimise disruption
• Order valuations and liaise with valuation companies to ensure timely completion
• Maintain detailed and accurate customer records in Salesforce CRM
• Support the Home Loan Specialist, prioritising customer needs for a superior experience
• Ensure compliance with Responsible Lending and Best Interest Duty obligations
• Strive for best practice and process improvements, providing feedback to enhance customer experience and team efficiency
• Utilise systems such as CTM Salesforce, AFG FLEX, Genesys, and ApplyOnline to manage home loan applications

What You'll Bring

• Certificate IV in Finance and Mortgage Broking (desired but not essential)
• Experience in the Home Loan industry, reviewing and processing loan applications and documentation
• Experience using Property Hub (or similar) to order valuations and liaise with valuation companies
• Demonstrated exceptional customer service skills
• Proficient in ApplyOnline, Microsoft Suite, Google Suite, and Salesforce CRM
• Effective communication skills, able to engage at all levels
• Highly organised, able to juggle conflicting priorities
• Strong critical thinking and problem-solving abilities

Our Benefits
At Compare the Market, we offer a dynamic and collaborative work environment where your talents will be recognised and rewarded. You'll have the opportunity to make a meaningful impact and contribute to our continued success. As well as ample opportunities for growth and development, we also provide:

• Vibrant and social community who have annual celebrations, family fun days and regular events
• Enjoy flexible work arrangements, including the option of one day working from home each week or a 9-day fortnight
• Enjoy additional leave days - 'ME' leave and 'Volunteer Day' leave
• Study support (up to 50% of tuition fees for relevant courses) and professional membership reimbursement
• Employee discounts on Car, Home, Travel insurance
• Income protection insurance provided to support you in the event of non-work-related illness or injury
• Discounts with a broad range of providers, including gym memberships, accommodation, dental care and more

Want to know more? Then apply now It's Simples
At Compare the Market we're proud to be an Equal Opportunity Employer and we embrace diversity.
This role is available to candidates with unlimited Australian working rights only.
Compare the Market is committed to protecting your privacy. All applications and personal information are kept confidential and securely stored in line with Australian privacy laws, used only for recruitment purposes, and not shared with third parties outside the Auto & General Holdings Group without your consent.