Home Loan Specialist

vor 3 Wochen


City of Melbourne, Österreich Retainme Vollzeit

RetainMe is developing a new breed of mortgage experts. The role is fast‑paced, conducted via online live chat, and focuses on automating manual processes to free up time for customer interaction. Join us to help fix the broken mortgage industry for a better tomorrow. Responsibilities Review customer applications 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 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. While 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. Benefits Competitive base salary (paid fortnightly) + bonuses. Access to smart technology/software to simplify your role. Vibrant, small and supportive team. #J-*****-Ljbffr #J-18808-Ljbffr


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