Home Loan Specialist

1 month ago

Salisbury, Australia People's Choice Full time

About the role – permanent, full-time 

The Home Loan Specialist’s role is to develop real estate lending sales to achieve specified business targets. The role is accountable for the effective planning of new business activity to support the advice needs of new and existing members, development of external referral services and to undertake operational activities such as system management and compliance obligations. This position will be based within branch within our metro network. 

Key responsibilities include:

  • Selling mortgage products;
  • Identifying and developing new business sources;
  • Developing and maintaining mutually beneficial working relationships;
  • Providing a superior level of customer service using a needs based approach;
  • Achieving sales targets through referrals, member contact and your own established sales networks.

About you

The successful candidate will demonstrate the following:

  • Prior experience in a similar role
  • Sound knowledge of Real Estate Lending practices and demonstrated 
  • Networking and business development skills
  • Passion for providing outstanding home lending solutions 
  • A high attention to detail and strong organisational skills with a sense of urgency to achieving results
  • Strong communication skills and a passion to work within a successful, high performing team environment
  • Be member centric, focused on great quality outcomes for our members, with the ability to build trust via mutually beneficial relationships
  • Highly developed sales management skills with a broad knowledge of the financial services industry and experience in home lending is advantageous

Who are we? 

 It's an exciting time to join our organisation On 1 March 2023, two of Australia's most successful member-owned banking organisations merged, to form Heritage and People's Choice - Australia's leading mutual banking organisation and a genuine, member-owned alternative to the major banks. 

We exist to create a better future for our members and the communities in which they live. 

 We are 100% member owned, with approximately 720,000 members and 1,900 employees. We have dual head offices in Adelaide and Toowoomba, and 95 branches across South Australia, Victoria, New South Wales, Queensland and the Northern Territory, trading under two brands, Heritage Bank and People's Choice. 

 When you come to work at Heritage and People's Choice, you'll be joining a team of inclusive, friendly, and motivated employees who value making a difference every day for our members, community, and the planet. We are committed to creating an outstanding working environment where you feel supported, can continue to develop and are proud advocates of our members and our business.  

Benefits of working for us  

We believe the little extras can make a big difference in supporting your success. That's why we offer great incentives and benefits including: 

Extensive range of financial and lifestyle benefits, including (but not limited to):  

  • Paid parental leave and special leave provisions 
  • Employee banking benefits and discounted insurances 
  • Career development opportunities, and ongoing training, coaching and support 
  • A dedicated Employee Assistance Program for you and your family to access in times of need 
  • Paid volunteering days and access to a diverse range of community and charitable initiatives 

If this sounds like you, then this is the next step in your career. Click 'Apply' now and submit your application, including a cover letter and current resume by COB Monday 10th June 2024 

We are committed to diversity and inclusion and support candidate requests for adjustments to accommodate disability, illness or injury, to enable everyone to equitably participate in our selection process. 

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