Lending Associate
On-site
Core
Sales & Lending Associate working directly with customers to understand needs, identify suitable lending solutions, and support them through the loan application and settlement process.
Role type
Sales & Lending Associate
Builds
Residential lending solutions
Domain
Finance / Mortgage Lending
Deliverable
client delivery
Required skills
customer relationship management, sales, business development, negotiation, CRM management, knowledge of lending products and policies
Preferred skills
Certificate IV in Finance and Mortgage Broking, previous experience in lending, banking, mortgage broking, finance, sales, or customer service
Technologies
CRM systems