Home Loan Specialist

Citrus Group · Brisbane QLD 4000 · Full time
+60d ago

Home Loan Specialist

KEY POINTS WE FOUND
  • Assist customers in achieving home ownership through personalised loan advice.
  • Process loan applications while ensuring compliance with regulations.
  • Maintain accurate customer records and collaborate with consultants for a seamless experience.

Who We Are

iSelect and Compare the Market are trusted, well-known brands dedicated to helping millions of Australians compare and buy personal finance and household products such as insurance, energy, and loans. Together, we provide a seamless, customer-focused experience that makes it easier for Australians to find the right products to suit their needs.

What You’ll Be Doing

Are you ready to take your career to new heights? Compare the Market has an exciting opportunity for a dedicated Home Loan Specialist (Mortgage Broker) to join our team and embark on a fulfilling journey assisting our valued customers in achieving their dream of home ownership. In this role, you'll play a crucial part in guiding customers through their home loan journey, ensuring their needs are met while upholding compliance and regulatory standards.

In this critical role, your responsibilities will include providing personalised loan advice, processing loan applications, maintaining up-to-date knowledge of loan products and regulations, and ensuring a seamless and supportive customer experience.

  • Communicate effectively with customers to build rapport and trust throughout their home loan journey, from application to settlement and beyond
  • Understand customer needs and objectives to recommend lender and product options that are suitable for their individual circumstances
  • Ensure compliance with Best Interest Duty and Responsible Lending requirements throughout the home loan process
  • Maintain accurate and truthful customer records in Salesforce CRM
  • Collaborate with Home Loan Consultants to resolve credit-related or customer-related queries, ensuring a smooth and timely experience

What You’ll Bring

  • Certificate IV in Finance and Mortgage Broking
  • Diploma of Finance and Mortgage Broking Management (highly regarded but not essential)
  • Current AML Training Certificate
  • Demonstrated recent experience in Home Loan Lending as a Mortgage Broker
  • Possess a thorough understanding of the entire Home Loan Platform and related systems, including Credit Score/Report, Property and Suburb Report, Salesforce CRM, AFG FLEX, ApplyOnline, Microsoft, and Google Suite
  • Solid understanding and ability to meet Responsible Lending obligations and Best Interest Duty requirements
  • Strong financial acumen with proven problem-solving and critical thinking skills
  • Comfortable working with customers in an online, digital space, including online lodgement and processing of home loan applications, and communicating via email, phone, or video call
  • Highly organised with keen attention to detail, able to manage conflicting deadlines

Our Benefits

At Compare the Market and iSelect, we’re all about helping people make smart choices – and joining us might just be yours. We offer an environment where your ideas are heard, your contributions are valued, and your growth genuinely matters. Collaboration is part of our DNA, and you’ll be joining a supportive, forward-thinking team where you can do meaningful work (and be recognised for it!)

We’re guided by three shared values that shape how we work, how we treat each other, and how we show up for our customers - Drive, Noble Intent and All Together. Plus, we offer a range of great perks to help you thrive both in and out of work:

  • Vibrant and social community who have annual celebrations, family fun days and regular events
  • Enjoy flexible work arrangements, including the option of one day working from home each week or a 9-day fortnight
  • Enjoy additional leave days - ‘ME’ leave and ‘Volunteer Day’ leave
  • Option to purchase additional leave
  • Return To Work bonus for returning parents
  • Quarterly Award and Recognition program

At Compare the Market and iSelect we’re proud to be an Equal Opportunity Employer and we embrace diversity.

This role is available to candidates with unlimited Australian working rights only. Sponsorship is not available.

iSelect and Compare the Market, brands of iCompare Group, are committed to protecting your privacy. All applications and personal information are kept confidential and securely stored in line with Australian privacy laws, used only for recruitment purposes, and not shared with third parties outside iCompare Group without your consent.

*Note to Recruiters: We politely ask that you avoid making any approaches or sending any unsolicited resumes to our Recruitment Team or Hiring Leaders across our business.

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Skills

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ApplyonlineAttention to detailClerical loanCustomer serviceDigital communication (email, phone, video call)Financial acumenGoogle suiteKnowledge of home loan platforms and systemsMicrosoft officeOnline lodgement and processingProblem solvingRegulatory complianceResponsible lendingSalesforce crmThorough knowledge of loan products and regulationsUnderstanding of responsible lending and best interest duty

Licenses & certifications

0 of 3 matched
Certificate iv in finance and mortgage brokingCurrent aml training certificateDiploma of finance and mortgage broking management

Perks & benefits

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Additional leave daysFlexible work arrangementsQuarterly award and recognition programReturn to work bonus for returning parents

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