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Strategic lending advisor

Pakenham
beBeeCustomer
Posted: 1 August
Offer description

Home Lending Specialist Role Overview

This is a dynamic and high-impact opportunity for individuals who are passionate about delivering exceptional customer service and building strong relationships with customers and colleagues alike.

As a Home Lending Specialist, you will play a vital role in helping our customers achieve their goals by working closely with them to meet their end-to-end banking needs. Whether guiding first home buyers through the lending process or supporting seasoned investors, your expertise and understanding of customer needs will ensure positive lending outcomes.


Key Responsibilities:

* Building a pipeline of lending leads and nurturing these relationships throughout the buying journey using our CRM.
* Guiding customers through the lending process, giving them peace of mind that we're here to help them achieve their goals.
* Leveraging credit analysis expertise and understanding of customer needs to ensure positive lending outcomes and future-proof our customers for financial success.
* Building strong, relationship-centric connections with the community, branch, and Branch Manager to deliver effective lending outcomes.
* Embracing lifelong learning and bringing a brilliant mind to take your career to the next level with on-the-job training and other learning opportunities.


Required Skills and Qualifications:

* Extensive experience in customer service or sales.
* High-level understanding of lending products, policies, and regulations.
* Ability to build relationships and rapport with customers and colleagues quickly, assess their needs, and develop a holistic view of their situation.
* Highly developed credit analysis skills.
* Understanding of small business offerings.
* Consumer lending experience - this is essential.


Benefits:

* Access to health and wellbeing support, including discounted gym memberships, private health insurance options, and Employee Assistance Program (EAP) for you and your immediate family members.
* Take your learning to the next level through our corporate university 'BEN U'.


Others:

We believe a diverse workforce supported by an inclusive culture is central to our success, and we're all about recruiting the best people, regardless of gender, age, disability, religion, sexual orientation, or cultural background. To ensure that you feel supported and are set up for success, please don't hesitate to reach out if you require any adjustments to the application or interview processes.

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