Lending Specialist

Looking for your next move in lending, but want something a little different from traditional banking? 

We’re partnering with a specialist Australian lender in the reverse mortgage and home equity space, helping older Australians access the equity in their homes to support retirement, family, aged care and lifestyle needs. 

They’re looking for a Lending Specialist who enjoys having real conversations with customers, building trust and taking ownership of the journey from the first enquiry right through to settlement. 

The Role 

You’ll work across direct and referred leads, getting to know each customer, understanding their needs and helping them navigate the lending process. 

You’ll be responsible for:

• Speaking with and qualifying new leads;
• Building genuine relationships with customers;
• Converting enquiries into full applications;
• Managing customers through the application and settlement journey;
• Keeping on top of follow-ups and your pipeline;
• Working closely with Credit and Operations to get deals across the line;
• Providing a patient, empathetic experience for older customers; and
• Ensuring everything is handled within the relevant lending and compliance requirements.

About You 

You might be a Mortgage Broker, Lending Specialist, Home Lending Specialist or Lending Consultant looking for a different kind of opportunity. 

We’re looking for someone who:

• Has experience in lending, mortgage broking or financial services;
• Holds a Cert IV in Finance & Mortgage Broking – essential;
• Enjoys the customer and sales side of lending;
• Is confident managing leads and converting opportunities;
• Communicates naturally and builds trust easily;
• Is patient, empathetic and comfortable dealing with a range of customers; and
• Is organised and enjoys working with a structured CRM and pipeline.

Experience with reverse mortgages, equity release, aged care finance or working with older Australians would be a bonus, but isn't essential. 

Why this role? 

This is an opportunity to join a specialist and growing lender where you'll have genuine ownership of your customers and the opportunity to build expertise in a really interesting niche of financial services. 

There’s also an annual bonus and the opportunity to move onto a commission structure following probation, with hybrid flexibility available once established in the role. 

If you’re a lending professional who enjoys the people side of finance and wants to do something a little different, I’d love to hear from you. 

How to Apply
For more information or a confidential discussion please click to reveal the contact details for Stephanie Harrison at u&u [email protected] quoting reference number 46126. 

At u&u Recruitment Partners, we value diversity, equity and inclusion. We welcome applications from Aboriginal and Torres Strait Islander people, people with diverse cultural and linguistic backgrounds and people with disability.   

Should you require reasonable adjustments throughout the recruitment process (including alternate formats to apply), or have a preferred method of communication, we encourage you to make a request via [email protected] or contact u&u on [02 8245 7900](tel:02 8245 7900) to discuss. In response to these requests, we will collaborate closely with you to implement the appropriate adjustments.   

Additionally, for a barrier-free and inclusive online experience, you can access u&u’s opportunities using accessibility software Recite Me at https://www.uandu.com/jobs.   

Please submit your resume in Word format only.