16 Sep
|
ESP Finance and Property
|
Maitland
16 Sep
ESP Finance and Property
Maitland
Company Description ESP Finance and Property is a financial services and property advisory firm focused on helping clients secure suitable lending solutions and make informed property decisions. The company works with a range of individual and business clients, providing tailored advice on loans, lending structures, and investment strategies. ESP Finance and Property emphasizes transparent communication, responsible lending practices, and long-term client relationships.
Team members collaborate closely to deliver high-quality service and support clients through every step of the finance and property process. The organization values professionalism, integrity, and a client-centered approach in all interactions.
Role Description The Loan Writer is a full-time, on-site role based in Maitland, NSW. This role is responsible for preparing and submitting loan applications, including collecting client information, assessing documentation, and ensuring all details are accurate and compliant with lender requirements. Day-to-day tasks include liaising with clients to clarify financial circumstances, communicating with lenders and brokers, and following up on application status to ensure timely approvals.
The Loan
Writer will draft clear, accurate loan summaries, maintain organized records in the company’s systems,
and support clients by explaining loan options and processes in accessible terms. The role also involves collaborating with the broader finance and property team to align loan structures with clients’ overall financial and property strategies.
Qualifications
- Strong loan writing and documentation skills, including the ability to prepare accurate, compliant loan applications and supporting materials.
- Experience in finance or mortgage broking, with a sound understanding of lending products, credit assessment, and responsible lending obligations.
- Excellent communication and client service skills, with the ability to explain complex financial information clearly and build trusted relationships.
- High level of attention to detail, organization, and time management to handle multiple applications and meet deadlines.
- Comfort with using loan processing systems, CRM software, and standard office tools (e.g., spreadsheets, word processing).
- Relevant qualifications such as a Certificate IV in Finance and Mortgage Broking (or willingness to obtain), and prior experience in a banking, lending, or financial advisory environment.
- Ability to work effectively in office in Maitland, NSW, as part of a collaborative team, while maintaining confidentiality and professional ethics.
📌 loan writer (Maitland)
🏢 ESP Finance and Property
📍 Maitland