Residential Consultant

3 days ago

Melbourne, Victoria, Australia Morgan Consulting Full time $90,000 - $120,000 per year

About the Company

Our Client, they are passionate about supporting medical professionals with tailored financial solutions. With a deep understanding of the healthcare industry and its unique challenges, they offer a complete suite of finance options that empower their clients to achieve their personal and professional goals. They pride themselves on delivering seamless experiences, strong relationships, and exceptional outcomes that go beyond finance.

About the Role

They are seeking a driven and client-focused Home Loan Consultant to join their growing team. This role is responsible for managing and originating residential finance enquiries, while delivering outstanding customer service and building lasting relationships with clients, referrers, and lenders. You will play a key role in guiding clients through the entire lending process, collaborating across teams, and contributing to new business growth.

Key Responsibilities

Originations and Deal Management

  • Manage and originate residential finance enquiries across their complete product suite.
  • Collate and enter all required loan application information into CRM (Dynamics 365), lending systems, and external funder systems.
  • Collaborate with internal teams to ensure smooth credit application processes in line with their brand promise.
  • Partner with commercial lending consultants to identify cross-selling opportunities.
  • Act as the primary contact for clients, referrers, lenders, and other stakeholders throughout the finance process.

Account Management and Business Relationships

  • Act as a trusted brand representative, putting clients' best interests first.
  • Build strong client relationships, gaining an in-depth understanding of their ambitions and challenges.
  • Maintain and develop partnerships with referrers, lenders, and other third parties.

Marketing and Business Development

  • Work with the Head of Home Loans to develop and execute sales and marketing plans.
  • Represent the brand at industry events, trade shows, and across digital channels (blogs, webinars, podcasts).
  • Collaborate with the marketing team to create content and manage referral opportunities via social media.

Skills and Experience

  • 2–3+ years' sales experience in mortgages, banking, finance, medical, insurance, or related industries.
  • Prior exposure to business lending, compliance, credit, and documentation processes.
  • Certificate IV in Finance and Mortgage Broking, or willingness to work towards it.
  • Exceptional verbal and written communication skills with a strong focus on customer service.
  • Strong stakeholder management skills with the ability to foster positive relationships.
  • High numerical aptitude and creative problem-solving ability.
  • Excellent time management with the capacity to manage competing priorities.
  • Calm, solutions-oriented mindset with a commitment to excellence.

Benefits

  • Opportunity to work with a fast-growing, dynamic financial services provider.
  • Build your career in a client-focused, values-driven business.
  • Professional development support, including assistance towards achieving Certificate IV in Finance and Mortgage Broking.
  • Exposure to diverse client scenarios, with opportunities to expand into commercial finance.
  • Collaborative, supportive team culture with a focus on delivering value.

How to Apply

If you're passionate about helping clients achieve their financial goals and are ready to grow your career in a dynamic, client-first organisation, we'd love to hear from you.

Please click Apply Now and submit your resume quoting reference number 60335TH.

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