Home Loan Specialist

vor 3 Wochen


Adelaide, Österreich EGM Partners Vollzeit

Banking - Retail/Branch (Banking & Financial Services)

About the Company:
Capture Financial Solutions are a renowned financial procuring firm specialising in providing a broad range of comprehensive financial solutions designed and tailored to individuals, businesses, professionals and property developers.

About the Role:
Due to continued growth, we are currently looking for an Home Loan Specialist to join their team on a full time basis to provide end to end processing of mortgage applications for both new and existing clients.
Key Responsibilities: 

  • Meeting with clients to identify their needs and their objectives
  • Investigate and evaluate the best possible solutions that meets the client’s needs & objectives
  • Prepare and complete application summary and lodgement via required platform
  • Follow up and liaise with lenders to obtain formal approval or identify any other possible solutions which will best meet the client’s needs
  • Arrange meetings with clients to execute the loan agreements and ensure is meets the client’s needs and objectives.
  • Advising client of settlements
  • Liaising with the various stakeholders ensuring clear communication is maintained with all parties
  • Maintaining responsible lending compliance and legislative compliance
To be successful for this role: 
  • At least 5 years’ experience in the Banking/Finance Broking industry
  • Certificate IV or Diploma of Finance & Mortgage Broking Management (preferred)
  • Experience in reading and understanding financial reports
  • Excellent written, verbal and interpersonal communication skills
  • Excellent attention to detail and accuracy
  • Good multi-tasking abilities with great organisation skills and time management
  • Experience with Mercury Software preferred but not essential
Benefits:
  • A competive salary based on level of experience
  • Ongoing training and development
  • Supportive and friendly team environment
  • New office 5 mins from the CBD
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