At a Glance
- Tasks: Build lasting client relationships and guide them through the mortgage process.
- Company: Empower Wealth, a leading firm in property investment advice.
- Benefits: Competitive salary, employee share options, paid parental leave, and hybrid work model.
- Other info: Join a supportive culture with fun team activities and recognition awards.
- Why this job: Kickstart your finance career with mentorship and growth opportunities in a vibrant team.
- Qualifications: Customer service experience and a passion for property; finance background is a plus.
The predicted salary is between 47250 - 57750 $ per year.
Join Empower Wealth - kickstart your finance career in mortgage broking! Are you passionate about finance and want to help people reach their financial goals? Do you enjoy discussing property trends and investment strategies? Whether you’re looking to start your career or make a change, we want to hear from you!
Join our high performing team and be part of a supportive environment with growth opportunities.
About Empower Wealth
At the heart of what we do, we provide sophisticated property investment advice. We educate and empower Australians to make sound financial choices to build the lifestyles they desire. Whether they are families, professionals or retirees, we believe anyone can build long term wealth through property, if you’ve got the right advice and specialists in your corner.
Our advisory team is a passionate bunch of property investment advisors, mortgage brokers, buyers’ advocates, accountants and financial planners. Multiple awards aside, what we’re truly proud of is our team of 90+ across Australia who are focused on helping our clients achieve success. Leadership is transparent and stable, and our culture is altruistic. We’re growing fast and know that the right candidate will help us achieve that growth.
About the role
This entry level role will see you join our diverse team as a Customer Relationship Officer where you’ll be instrumental in building long-lasting relationships with our valued clients. You’ll help guide them from formal approval of their loan applications through to settlement and beyond. You’ll be responsible for reviewing loan documents, explaining lending structures, communicating with solicitors, lending institutions, and other parties to ensure a smooth settlement process. Post-settlement you’ll ensure our clients’ accounts are set up correctly and support them with their ongoing needs.
We’re seeking candidates with a demonstrated history of excellence in customer service, a high level of attention to detail and the ability to effectively prioritise your workload. Strong written and verbal communications skills will be essential to effectively liaise with our clients, lenders and other stakeholders over email and phone.
Prior experience or qualifications in finance or real estate are desirable but not essential if you’ve got a genuine passion for property and a desire to learn about the mortgage broking industry.
Why apply?
- Compensation: Earn a competitive salary along with opportunities for growth and career progression. Other perks include our employee share option program, and we offer paid parental leave to support our team members during important life events.
- Flexibility: We know work-life balance is important and offer a hybrid working model to allow the flexibility to work between our North Melbourne office with free on-site parking and remotely from home.
- Vibrant and supportive team culture: Join a high-performing team that’s won numerous mortgage broking awards, and that offers an inclusive work environment with weekly team activities, monthly staff social events, and quarterly recognition awards.
- Training and mentorship: This role provides a pathway into our Mortgage Broking Academy where you’ll receive mentorship from industry experts and access training to become an investment savvy mortgage broker.
- Become a well-rounded expert: We’re an integrated financial advisory business specialising in property wealth creation, so you’ll gain knowledge in finance, tax, financial planning, money management and property planning.
Application process
Submit your CV and cover letter via this application. Shortlisted candidates will be contacted for a phone interview. In-person interview and aptitude testing will follow. Background checks and verifications will be completed upon successful selection. Respectfully and regretfully, only shortlisted candidates will be notified on the outcome of their application.
Note that this is a hybrid role based in Melbourne; fully remote applicants won’t be considered. Apply now and join a company that values your aspirations and supports your development.
Hybrid Mortgage Client Relations Specialist in Melbourne employer: Empower Wealth
Empower Wealth is an exceptional employer that fosters a vibrant and supportive team culture, perfect for those looking to kickstart their finance career in mortgage broking. With a strong focus on employee growth through mentorship and training opportunities, including access to our Mortgage Broking Academy, we empower our staff to achieve their professional aspirations while enjoying a flexible hybrid working model from our North Melbourne office. Join us and be part of a high-performing team dedicated to helping clients build long-term wealth through property investment.
