AddressAbout the Company
Are you eager to grow your career in finance with cutting-edge technology and abundant growth opportunities?
Equanimity Financial Services is a dedicated, client focused Finance Brokerage with a deep commitment to empowering individuals and families shape their financial future.
Due to recent growth, an exciting opportunity has presented itself to join a supportive team culture that is committed to development and growth.
Position Overview
This role is the perfect opportunity for someone who is wanting to build on their experience in the exciting world of Finance Broking, all the while gaining real-world experience. As the successful applicant, you will receive comprehensive on the job training and mentoring that will enable you to build your career further on your skills and knowledge all the skills necessary to become a high performing broker.
A choice of Full Time, Part Time or Casual, however, a minimum of 25 hours per week is required.
Duties:
In this role, you will be responsible for:
- Research lender policies to find suitable lending options for clients
- Writing loan strategies for clients (post training and lender accreditions)
- Obtain required supporting documents from clients
- Prepare and submit loan applications
- Present and workshop loan applications with lenders/credit assessors to obtain approval
- Follow-up the loan process from submission through to settlement, communicating the progress to all key stakeholders involved
- Find solutions and work efficiently to produce outstanding outcomes
Skills and experience
The successful candidate should have at least one of the below-related working experiences to fill this position, and experience (study or work) in those areas.
- Accountant or Finance
- Real estate agent
- Banking
- Sales
In addition
- Customer service experience
- High energy and an enthusiastic personality is important when communicating daily with clients, lender partners, and other key stakeholders
- Tech Savvy - able to navigate new software
- Demonstrate a strong customer focus with a positive, can-do attitude
- Excellent communication skills and dedication to setting realistic client expectations
- Strong problem-solving skills
- Certificate IV in Finance and Mortgage Broking qualification is not essential but highly desirable
What's in it for you?
- Work from home
- An opportunity to receive on the job training and development designed to give you all the skills needed to become a top-performing broker
- A sophisticated IT system/CRM and dedicated marketing support that provides qualified leads
- Opportunity to grow your knowledge and skills for career advancement
