Broker Lending Specialist

It’s an exciting time to join our organisation! On 1 March 2023, two of Australia’s most successful member-owned banking organisations merged, to form Heritage and People’s Choice - Australia’s leading mutual banking organisation and a genuine, member-owned alternative to the major banks. We exist to create a better future for our members and the communities in which they live. 

We are 100% member owned, with approximately 720,000 members and 1,900 employees.  We have dual head offices in Adelaide and Toowoomba, and 95 branches across South Australia, Victoria, New South Wales, Queensland and the Northern Territory, trading under two brands, Heritage Bank and People's Choice. 

When you come to work at Heritage and People’s Choice, you’ll be joining a team of inclusive, friendly, and motivated employees who value making a difference every day for our members, community, and the planet. We are committed to creating an outstanding working environment where you feel supported, can continue to develop and are proud advocates of our members and our business.

We currently have an opportunity for a Broker Lending Specialist to join the Third Party Distribution team.

About the role
The Broker Lending Specialist is responsible for the processing and submission of broker originated lending applications ensuring agreed SLA’s are met, compliance is adhered to and there is consistent and timely communication of the highest standard to the mortgage broker. The role will require ownership of each loan application from when the initial application is received through to formal approval along with being a key contact for loan scenarios.

What you’ll be doing: 

• Process and manage each broker loan application from application to formal approval within agreed SLAs, ensuring the delivery of an exceptional customer service experience and positive member outcomes.
• Work collaboratively with internal and external stakeholders, including the Broker Support and Credit Assessment teams.
• Providing timely updates (written and verbal) to mortgage brokers.
• Demonstrating a commitment and understanding of relevant procedures and regulatory requirements.
• Proactively assisting the broader team, attending broker meetings and events as needed.

Here's what you can do for us
We are looking for someone who is driven by achieving positive member outcomes. You must be a confident communicator, with a genuine passion for helping people.
Required Knowledge & Experience

• Excellent communication (both verbal and written), stakeholder management and relationship-building skills.
• Results orientated/achievement mindset who thrives on new challenges.
• Strong understanding of Real Estate Lending Practices together with appropriate skills, knowledge and experience gained through industry experience. 
• Extensive knowledge and experience within the financial services industry, including a demonstrated understanding of credit risk.
• Digitally savvy, and competent in the application of programs including the Microsoft suite of products. 

Location

This role can be undertaken from either our Flinders Street (Adelaide) office or Chadstone (Melbourne) office. We also encourage you to put thought into how the work may be undertaken given your location and what support you may require.  

Benefits of working for us   

We believe the little extras can make a big difference in supporting your success. That’s why we offer great incentives and benefits including:  

• Paid parental leave and special leave provisions. 
• Flexibility and hybrid working arrangements. 
• Employee banking benefits and discounted insurances. 
• Work from anywhere philosophy with the flexibility to work from home or in the office. 
• Career development opportunities, and ongoing training, coaching and support. 
• A dedicated Employee Assistance Program for you and your family to access in times of need. 
• Paid volunteering days and access to a diverse range of community and charitable initiatives. 
  If you are ready to join a supportive team who are passionate about the work they do and the results they achieve, then apply now. Applications close 8am Tuesday 2 April 2024.

If you have any questions or would like to discuss anything in more detail, please contact the Talent Acquisition Team at hr.recruitment@heritage.com.au 
We are committed to diversity and inclusion and support candidate requests for adjustment to accommodate disability, illness or injury, to enable everyone to equitably participate in our selection process.