Lending Specialist - Macquarie Park

Then, Now, Always – Since 1875 Heritage has been about putting ‘People First’.

Working with us at Heritage Bank as a Lending Specialist supporting our Macquarie Park Branch, you will be responsible for helping our members achieve their financial goals like first home purchases and beyond!

About the role:
We take immense pride in giving our members the best experience we possibly can – consistently, across everything we do. Being member-owned means we are passionate about our members. We need to ensure that with every interaction whether on the phone or face to face, we continuously provide real solutions and relevant outcomes. Being able to connect meaningfully and personally with our members is core to our success as it helps us to support our members’ financial needs and assist them in achieving their goals.

As a Lending Specialist you will have the time to do the warm and fuzzy relationship building stuff that makes a genuine difference to our customers (we call them “members”), ensuring that you are well placed to deliver personalised and appropriate end to end Mortgage Loan applications and associated Personal Lending products. You will also be responsible for adding to our success through business development and community engagement.

What you’ll be doing:

• Hold quality conversations with members to determine how Heritage is able to assist with their financial goals
• Have flexibility to conduct Mortgage lending appointments with existing and potential members
• Execute business development plans in relation to member acquisition
• Support and coach other Heritage employees with lending knowledge and community engagement

Here’s what you can do for us:
At Heritage we are looking for team members who are driven by achieving positive customer outcomes. You will have a natural ability to ask lots of questions and build connections - a self-starter with demonstrated understanding of mortgage loan products and broader personal banking products with at least 3 years of experience in a similar in-branch role. You will have a strong desire to gain a holistic understanding of a member and their needs and clearly articulate what the best solution is and why, whilst never losing sight of the details. You will enjoy working with stakeholders across our business and be passionate about quality lending in a changing work environment.

Here’s what we can offer you:
Putting ‘People First’ starts with our team members and we are proud to have been recognised as an Employer of Choice at The Australian Business Awards for 11 straight years. We offer a range of attractive benefits for our team members including great training opportunities, discounts on Heritage banking products and services, and recognition through our peer driven Heritage Heroes program. You can feel proud to be a part of an organisation that supports our members, and their wider communities, by making a positive difference through 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 please apply now.

Applications Close: 8am Friday 16 December 2022.

Job Expires