Home Loan Consultant - Virtual
Core
Virtual Home Loan Consultant managing inbound digital lending leads via phone and Microsoft Teams to convert enquiries into loan applications for the Australian Defence community.
Role type
Sales-focused lending consultant (virtual)
Builds
Home loan applications and cross-sell opportunities (insurance) for Defence Bank members
Domain
Financial services / Home lending
Required skills
Retail sales experience, home loan writing knowledge, lead conversion, cross-selling, compliance adherence, Microsoft Teams proficiency, stakeholder management
Preferred skills
Working credit knowledge, Year 12 or equivalent, proven track record of meeting performance goals
Technologies
Microsoft Teams, Microsoft Office applications
Responsibilities
Manage and convert inbound digital lending enquiries into high-quality loan applications; Proactively follow up leads to ensure timely progression; Provide expert advice on home lending products including DHOAS; Identify and deliver cross-selling opportunities; Build strong, trusted relationships with members; Achieve individual lending sales, quality, and compliance targets
Seniority
Mid-level, hands-on IC