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Home Loan Relationship Manager | Credit Manager | Loan Writer

EMPLOY - Sydney, NSW

Banking & Finance
Source: uWorkin


Our client provides outsourced processing in Banking and Finance to one of Australia’s well known Mortgage providers. They are seeking to build a new team of Relationship Managers to be responsible for handling variation application enquiries from current customers. This will include assessing the customer’s situation, through understanding their financial needs and current financial position and determining the most appropriate solution within lending guidelines. 

In this role you will:

  • Initial telephone discussions with customer on variation offerings
  • Undertake customer requirement and objectives conversations, suitability conversations and completing customer needs review documentation
  • Review completed application and ensure all required documentation supplied
  • Order valuations, and complete employment checks
  • Follow up calls with customer to educate, advise outcome and next steps
  • Manage all allocated files within the agreed service levels 
  • Respond to email and phone enquiries from customers and franchises.
About you:
  • Must hold a Cert IV in Mortgage Broking 
  • Minimum 3 years experience within a similar role such as a credit manager, business manager or home loan specialist.
  • Minimum 3 years financial services experience.
  • Solid understanding of responsible lending, mortgages and lending principles.
  • Strong written and verbal communication skills, building strong customer relationships.
  • Strong attention to detail.
  • Ability to prioritise and perform task both accurately and quickly.
  • Ability to effectively communicate with customers, franchisees and brokers on all levels.
Successful candidates will be required to undergo relevant referee, Police and Insolvency Checks. 

If this role sounds like you please APPLY NOW!