Loan Writer – Dormant Book | Rate Money
Location: North Sydney
Rate Money is expanding, and we're looking for an experienced and driven Loan Writer to take ownership of a dormant book valued at over $400 million. This is a rare opportunity to step into a warm portfolio, reconnect with customers, uncover new finance opportunities, and genuinely help people save money.
If you're motivated, commercially sharp, and passionate about delivering exceptional customer outcomes, this role gives you the platform to thrive.
What You'll Be Doing
* Re engaging a large dormant book and identifying opportunities to support customers with better financial solutions
* Building strong rapport to drive repeat business and long term relationships
* Providing expert lending guidance across a range of products, including non bank and SMSF lending
* Working closely with our L&D team for ongoing training in compliance, sales, and product knowledge
* Playing a key role in growing Rate Money's footprint and reputation
What We're Looking For
* 3+ years' experience as a Loan Writer or similar lending role
* A clear ASIC report
* Strong sales capability and the confidence to build trust quickly
* A self starter who is proactive, motivated, and eager to make an impact
* Solid understanding of non bank lending and SMSF lending
What's On Offer
* A substantial, warm book ready for re engagement
* Ongoing training, development, and product support
* A supportive team culture that values initiative and growth
* Genuine career progression opportunities within Rate Money
If you're ambitious, customer focused, and ready to grow both professionally and financially, we'd love to hear from you.
Apply today and take the next step in your lending career with Rate Money.
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