Mortgage Settlement Specialist – Direct Sales

Company Overview
Our client’s financial services business is transforming and growing – and we are looking for a dedicated Settlement Specialist’s to join our clients mission to build the largest areas of opportunity in the Australian market within mortgages.

Role Overview
As a Settlement Specialist you will be comfortable working in a high energy environment. You will work closely with our Banking Specialists to guide loan applications through their lifecycle. 

Working as part of a supportive, high performing team you will be responsible for:

  • Guiding client loan applications through to settlement while working collaboratively with our Banking Specialists
  • Adherence to strong pipeline management
  • Exceeding KPIs in relation to activity and conversion rates
  • Sending document checklists to clients, along with progress communication
  • Liaising with Solicitors to ensure timely settlement
  • Liaising with internal business stakeholders and contacting clients where necessary

Desired Experience

  • Proven success in a sales financial services environment
  • Understanding of personal banking products, specifically mortgages
  • Outstanding communication skills and a strong client focus
  • Ability to operate in a busy environment

What’s on Offer

The successful candidate will be positioned in the heart of our clients business, you will develop and challenge yourself while driving efficiency and innovation.

Click on the ‘APPLY’ button or contact Anthony Ayoub on +61 424 544 394

Mortgage Settlement Specialist - Direct Sales

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