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Cataloxy Cheltenham...Jobs in CheltenhamCompany jobs RetainMeHome Loan Specialist

Job Home Loan Specialist, Cheltenham

ID: 23444200Job is in archives

Home Loan Specialist, Cheltenham

negotiable

Summary information

Home Loan SpecialistPublished: 04/09/2026Valid until: 05/14/2026Categories:Accounting/Finance/InsuranceJob type: full timeGender: anyCompany: RetainMeCity: Cheltenham
adzuna.com  Job from partner
Job is in archives


About the role


RetainMe is developing a new breed of mortgage experts, fast-paced, interacting via online live chat, creating an empowering & rewarding environment. All of the manual processes that take you away from your customers are removed or automated & we've only just started. Want to be a part of our amazing journey & help fix the broken mortgage industry for a better tomorrow? Then you may be for us!

  • Review customer application using RetainMe's CRM
  • Contact pre-qualified customers by phone to provide lending advice at various stages of the home loan process
  • Creating best in class advice for our customers by understanding their needs and issuing high-quality recommendations.
  • Managing an ongoing pipeline of applications proactively, efficiently and effectively.
  • Working closely with our in-house customer success team to fulfil home loan applications.
  • Communicate with lenders, bank managers, settlement agents and clients throughout the loan process


Skills and experience

The successful candidate will possess the following:

  • 2+ years of home lending experience within banking or mortgage broking
  • Experience in assessing income and financial data to complete servicing calculations
  • Excellent attention to the detail and the ability to use initiative
  • Strong work ethic and impeccable communication skills
  • Completed or considering completing Cert IV in Finance & Mortgage Broking
  • Ability to perform to the highest possible standard within a team environment


Benefits

A few of the benefits you'll love

  • Competitive base salary (paid fortnightly) + bonuses
  • Strong career development opportunities
  • Access to smart technology/software to simplify your role
  • Regular social activities
  • Vibrant, small and supportive team

Whilst there are skill sets that are very useful in the job, we do not expect any candidate to have experience in all these areas; what they must have, however, is an appetite to learn and thrive under pressure.

Automotive Digital Marketing Agency , Retain Media Go to the company's page»

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