Financial Solutions Specialist
The role of a Financial Solutions Specialist is to provide expert advice and support to clients seeking financial solutions. This involves assessing client financial situations and recommending suitable loan products.
Key Responsibilities:
* Bid strong, enduring relationships with clients and referrers.
* Conduct thorough analyses of client financial circumstances and recommend tailored loan options.
* Prepare and submit accurate and efficient loan applications.
* Facilitate communication between lenders and manage the application process through to completion.
* Stay abreast of market trends, lending policies, and compliance requirements.
Required Skills and Qualifications:
* Minimum Certificate IV in Finance and Mortgage Broking (Diploma preferred).
* Current accreditation and industry experience as a Mortgage Broker.
* Profound knowledge of lending products and compliance standards.
* Excellent communication and negotiation skills.
* Able to work independently and manage multiple clients effectively.
Benefits:
* Develop valuable professional relationships within the finance sector.
* Pursue a career path that aligns with your passions for finance and customer service.
* Enhance your expertise and reputation as a Mortgage Broker.