Home Loan Specialist

Australia

About the role

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!

• 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
  
• Creating best in class advice for our customers by understanding their needs and issuing high-quality recommendations.
  
• Managing an ongoing pipeline of applications proactively, efficiently and effectively.
  
• Working 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 the 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

A few of the benefits you'll love

• Competitive base salary (paid fortnightly) + bonuses
  
• Strong career development opportunities
  
• Access to smart technology/software to simplify your role
  
• Regular social activities
  
• 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.