Broker Support

Role Perspective:

As a Broker Support at Infinity Group, your pivotal role is to bolster Finance Brokers in exceeding client expectations. Utilize extensive business development support to assist in crafting personalized financial strategies that meet individual client needs. Deep dive into clients' financial landscapes, conducting comprehensive assessments of their assets, liabilities, and investments. Collaborate with Finance Brokers, assisting them to design strategies that ensure exceptional financial success for clients. The role revolves around managing loan applications and their supporting documentation, ensuring timely submission to lenders. It involves maintaining consistent communication with lenders, clients, and third-party professionals while delivering exceptional customer service. Additionally, identifying business opportunities and adhering to policies and regulations are essential aspects of this role.

About Us: 

Infinity Group is led by our visionary founder, Graeme Holm, who has graced the stage alongside legends like Tony Robbins, Robert Kiyosaki, David Goggins, Gary Vaynerchuk, and the esteemed Sir Richard Branson! Holm's trailblazing methods have captured the attention of industry giants, setting us apart in revolutionizing financial strategies.

About You:

• Proficiency in consumer lending and related financial products (e.g., mortgage loans, property management, construction **preferred).
• High attention to detail.
• Compliant.
• Proficient in managing high volumes of work within tight deadlines, excel in maintaining efficiency and delivering quality results consistently.
• Exceptional verbal and written communication skills, service ethic, and attention to detail.
• Proficiency in MS Office, client, and product software systems.
• Clear Police Record and Credit Report.
• Availability to work weekends.

The Opportunity Awaits:

• Immerse yourself in a vibrant community fostering growth and connections.
• Above industry standard competitive salary and benefits package for accelerated financial freedom.
• Abundant opportunities for professional growth and development.
• Experience an inclusive workplace promoting strong relationships.
• Be part of a respected financial institution shaping an impressive legacy.

At Infinity Group, our priority is empowering clients through financial education. Join us if you're passionate, accredited, detail-oriented, and available for weekend work. Let's make finance an exhilarating journey together!

Key Responsibilities & Accountabilities:

• Ensure clients' expectations are surpassed.
• Collect, organize, and submit loan applications while ensuring completeness and accuracy of supporting documents.
• Liaise with lenders, maintaining consistent communication to facilitate timely assessment of applications and influencing processing timelines.
• Act as the main point of contact for clients, providing updates on application progress and proactively addressing additional documentation needs.
• Communicate with professionals like conveyancers, real estate agents, accountants, valuers to facilitate smooth loan processing.
• Efficiently manage client data within CRM systems, navigating the loan portal 'Apply Online' for application submissions.
• Verify documentation for accuracy, validity, and compliance with policies and legislation, ensuring thorough understanding of loan products and policies.
• Provide exceptional service, verify supporting loan documentation, follow up on incomplete documentation, and maintain regular client communication.
• Perform basic income calculations, assist with loan sign-ups, conduct initial borrower appraisals, and prepare annual review meetings for clients.
• Manage the client experience from application to settlement.
• Identify business opportunities and influence processing timelines.
• Develop a thorough understanding of loan products and policies.

Qualifications:

• Cert IV in Financial Services, Mortgage Broking (Preferred but not essential).  
• FBAA/MFAA Accreditation (Preferred but not essential).  
• Clear Police & Credit Report (Mandatory).  
• 2-3 years industry experience (preferred although not essential).  

Join us in implementing the Infinity Group Rapid Repay approach and transforming lives! Apply now to become part of our dynamic team at Infinity Group, where financial innovation meets client empowerment.