Branch Home Lender
On-site · Australia
Core
Manage a portfolio of home loan clients, providing personalized financial solutions and expert advice on home loan needs.
Role type
Branch-based home lender (sales & advisory)
Builds
Home loan products for individual clients
Domain
Financial services / Mortgage lending
Deliverable
client delivery
Required skills
home loan product knowledge, sales target achievement, client relationship management, financial assessment, negotiation, problem-solving, CRM software proficiency
Preferred skills
experience as a mortgage broker, industry trend awareness
Responsibilities
conduct thorough assessments of clients' financial situations, build and maintain relationships with real estate agents and referral partners, collaborate on sales strategies, provide regular reports on sales performance and market trends
Seniority
Mid-level, hands-on IC