· Award Winning Financial Organisation
· Full Time Permanent Role
· Account Management Focus
Tony Mounce Mortgages & Insurance (TMMI) is a leader in residential, commercial and investment property mortgages and insurance. From first home buyers through to investors, their expert, award winning advisers are committed to helping their clients meet their specific goals.
Reporting to the General Manager and working in a team environment, you will provide mortgage advisory and customer focused service to Tony Mounce Mortgages & Insurance’s clients and develop strong relationships to fully understand their goals. You will use your superior knowledge of the lending industry to present solid solutions and advice as well as identify and facilitate risk referral introductions to the TMMI insurance adviser.
As the primary point of contact, you will manage and develop relationships with new and existing clients and offer expert advice whilst meeting growth targets and providing market leading service. You will be responsible for preparing and processing mortgage applications and accurately updating the CRM database. In addition, you will liaise with advisers and other stakeholders to assist in the accurate completion of mortgage applications and policies, including renewals and pre/post approval management.
To be successful you will have experience in a similar role, ideally in a financial services environment. You will have strong customer service and key account management skills, a thorough understanding of the lending landscape, exceptional planning and organisation skills and strong attention to detail. Your ability to multi task, meet tight deadlines, work autonomously in a fast-paced environment whilst maintaining the highest degree of confidentiality and discretion is essential. Excellent written and verbal communication skills coupled with relevant industry accreditation and qualifications are vital.
If you wish to apply for this role with a well respected, locally owned company, submit your cover letter and CV by clicking on the ‘Apply’ button. Initial enquiries are welcome by phoning Lisa Wheeler on 03 345 8757 or Sally Wynn-Williams on 03 345 8756.
Applications close 5pm, Monday 09 December 2019