• Support clients through the My Home Plan program to improve financial readiness and achieve home loan goals
• Work with brokers, consultants and coaches to manage client progress and application milestones
• Build strong relationships while providing tailored financial guidance and maintaining compliance

About Us

Resolve 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 Role

The My Home Plan Specialist is supporting clients in savings, debt reduction and credit repair through our My Home Plan program. The role involves working with clients to overcome financial obstacles and achieve home loan qualification, in collaboration with Resolve Brokers or Franchisees.

Other key responsibilities include:

• Confirm client’s borrowing capacity and home and land package pricing with brokers, then relay information to consultants and finance coaches
• Identify and address financial setbacks within the My Home Plan program
• Schedule and conduct My Home Plan consultations, confirming client goals and desired package prices
• Promote and cross sell ABN related products to enhance client’s home loan applications
• Ensure compliance with NCCP policies and manage application and identification documentation
• Develop and present tailored programs with clear pricing, goals and timeframes and communicate with all relevant parties
• Monitor client progress, request supporting documentation and report on milestones and issues to relevant consultants and brokers
• Update consultants and brokers on client progress including contract signings, land allocations and loan application stages

You

The successful applicant will have the following skills and attributes:

• Knowledge of current financial market and all related parties (builder, land agent, broker)
• Ability to identify client’s current financial situation and recognise financial challenges
• Ability to build rapport with stakeholders
• Strong oral and written communication
• Strong time management and negotiating skills
• Previous finance broking experience (advantageous but not essential)
• Cert IV in Finance and Mortgage Broking (advantageous but not essential)

Why Resolve?

We're not just offering a job; we're inviting you to be part of a community that values innovation, passion, and excellence. Our employee benefits include:

• A great team culture: We regularly have team events, social gatherings, and plenty of opportunities to bond
• Career growth: Whether you want to deepen your expertise or explore new areas, we’ll support your development
• Competitive salary and benefits: We offer a great compensation package and additional perks to make your time with us even more rewarding
• Wellness focus: We provide dedicated programs to nurture your wellbeing and support your goals
• Parental leave: Additional paid parental leave for both primary and non-primary carers

What's Next?

Apply now if who we are resonates with you and you think you have what is required to fill this exciting role.