Relationship Manager/ Mortgage Loan Consultant - B2B

$95,000 - $120,000 yearly
  • Rate Money
  • Sydney CBD, NSW, Australia
  • 05 May, 2021
Full time Loan Processor

Job Description

  • Small vibrant team environment based at Barangaroo 
  • Base + Super and an uncapped commission structure 
  • Full systems and sales support
  • Immediate start

This is a unique opportunity for a skilled Finance Relationship Manger or Senior Mortgage Loan Consultant to join Rate Money, a market leader in the mortgage and lending industry in Australia. 

Centrally located in the Barangaroo district on Sydney’s waterfront, we specialise in supporting self-employed clients with their financing needs. 

The past 12 months has seen our volumes increase exponentially with many of our leads referred from other industry finance professionals. This now required us to seek out an experienced B2B Relationship Manger or Mortgage Manager to join our team, with the ability to build and nurture relationships with other finance professionals.  Although a portion of new business is company-generated, a personal business development capability and personal referral networks are a necessity.

At Rate Money, we need our advisors to “think outside the box,” and remove the restriction of old school bank ideology. We support our clients in their plans and aspirations, whether for home ownership, property investing, commercial property, purchasing via self-managed superannuation or other financing. 

Responsibilities include:

  • Consulting on finance applications (sales and advice)
  • Growing and servicing your own B2B client base
  • Building and managing relationships
  • Managing the finance process from sales to settlement

Skills and Experience:

  • Must hold Certificate IV or Diploma in Mortgage and Finance Broking or necessary industry skills to obtain these qualifications at short notice.
  • Business development skills. i.e. ability to generate accredited referrers and mortgage enquiries.
  • Previous experience as a Relationship / Mortgage Loan Consultant in the Finance Industry
  • Excellent time management skills.
  • Ability to co-ordinate (with support) all aspects of a mortgage transaction including liaising with other advisers including Solicitors and others.
  • Computer literacy.
  • Min of 2 years home lending and/or financial services business development experience.

Please note: This position is re-advertised. Previous applicants need not apply.