Home Loan Specialist

2 days ago


Australia Retainme Full time

RetainMe is developing a new breed of mortgage experts, fast-paced, interacting via online live chat, creating an empowering & rewarding environment. All of the manual processes that take you away from your customers are removed or automated & we've only just started. Want to be a part of our amazing journey & help fix the broken mortgage industry for a better tomorrow? Then you may be for us
Responsibilities
Review customer application using RetainMe's CRM
Contact pre-qualified customers by phone to provide lending advice at various stages of the home loan process
Create best in class advice for our customers by understanding their needs and issuing high-quality recommendations.
Manage an ongoing pipeline of applications proactively, efficiently and effectively.
Work closely with our in-house customer success team to fulfil home loan applications.
Communicate with lenders, bank managers, settlement agents and clients throughout the loan process
Skills and Experience
The successful candidate will possess the following:
2+ years of home lending experience within banking or mortgage broking
Experience in assessing income and financial data to complete servicing calculations
Excellent attention to detail and the ability to use initiative
Strong work ethic and impeccable communication skills
Completed or considering completing Cert IV in Finance & Mortgage Broking
Ability to perform to the highest possible standard within a team environment
Benefits
Competitive base salary (paid fortnightly) + bonuses
Access to smart technology/software to simplify your role
Vibrant, small and supportive team
Whilst there are skill sets that are very useful in the job, we do not expect any candidate to have experience in all these areas; what they must have, however, is an appetite to learn and thrive under pressure.
Apply For This Job
If you would like to apply for this position, please fill in the information below and submit it to us for consideration.
First Name(s) *
Last Name *
Email Address *
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Briefly describe why you are a suitable candidate for this position
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Please upload a PDF or DOC file of your resume below and/or any other supporting documentation that you have which will help us to make our decision as to whether you are the ideal candidate for this job.
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