Support aspiring homeowners on their journey to financial readiness and help them achieve their property goals.Partner with brokers, builders and internal stakeholders to create positive outcomes for clients at every stage of the processBuild trusted relationships through tailored guidance, proactive support and a customer-first approach.About UsResolve Finance is a multi-award winning and energetic finance brokerage, with continuous improvement and the customer journey at the forefront of everything we do.
Resolve Finance is proudly part of the ABN Group - Australia's leaders in construction, property and finance.Our success and customer-centric approach can be attributed to the quality and passion of our people, as evidenced by Resolve ranking within the Top 10 Brokerages for 15 years running.The RoleAs a My Home Plan Specialist, you'll play a pivotal role in helping customers turn their home ownership dreams into reality.
Working closely with clients, brokers and key stakeholders, you'll provide personalised guidance to improve financial readiness, overcome barriers to lending and create clear pathways toward home loan approval.This is a highly relationship-focused role that blends customer service, financial coaching and stakeholder management.
You'll support clients throughout their journey, celebrating milestones, navigating challenges and ensuring a seamless experience from initial consultation through to loan readiness.Other key responsibilities include:Partner with brokers to understand client goals,



borrowing capacity and property aspirationsConduct My Home Plan consultations and develop tailored action plans aligned to each client's circumstancesIdentify opportunities to improve financial readiness, including savings strategies, debt reduction and credit profile improvementsBuild strong relationships with clients through regular communication, coaching and progress reviewsCollaborate with builders, consultants, brokers and other stakeholders to ensure a seamless customer experienceMonitor client progress against agreed milestones and proactively manage potential challengesMaintain accurate records, documentation and compliance requirements in line with NCCP obligationsProvide timely updates to all relevant stakeholders regarding client progress, achievements and key milestonesAbout YouThe successful applicant will have the following skills and attributes:A genuine passion for helping people achieve their financial and home ownership goalsStrong relationship-building skills with the ability to establish trust and rapport quicklyExcellent communication skills, both written and verbal,



with the confidence to influence and educate othersAbility to understand individual circumstances and develop practical solutions to support positive outcomesStrong organisational skills with the ability to manage multiple clients and priorities effectivelyA proactive and resilient approach with a focus on delivering exceptional customer experiencesExperience within mortgage broking, banking, lending, financial services or a customer-focused environment will be highly regardedCert IV in Finance and Mortgage Broking (advantageous but not essential)Why Resolve?
At Resolve Finance, you'll be joining a business with a robust reputation, an established customer base and the backing of one of Australia's most respected property and construction groups.
Every day, you'll have the opportunity to make a genuine difference by helping customers achieve one of life's biggest milestones: owning their own home.Our employee benefits include:Meaningful work: Play a key role in helping customers take positive steps towards home ownership and financial wellbeingCareer growth and development: Benefit from ongoing learning opportunities and career pathways across Resolve Finance and the broader ABN GroupSupportive and connected team: Be part of a collaborative culture that celebrates success and values teamworkCompetitive salary and benefits: Enjoy a rewarding package along with access to additional employee benefitsWellbeing support: Access programs and initiatives designed to support your health, wellbeing and work-life balanceParental leave: Additional paid parental leave for both primary and non-primary carersApplications close: Monday 12th October ****
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📌 My Home Plan Specialist (Melbourne)
🏢 Abn Group
📍 Melbourne