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Form of work
SalaryFluid Finance Group is a boutique Mortgage Broking practice located in Subiaco. We pride ourselves on delivering proactive customer service and support, with extensive experience in all areas of lending. You will be joining a close-knit team of experienced professionals who have their clients’ best interests at heart.
About You:
You will describe yourself as a self-driven professional who has experience within a Broker support role. You thrive in smaller teams and enjoy an autonomous role where you can make a difference to colleagues and clients. You are confident, enjoy providing positive outcomes and seeing tasks through to the end. Deadlines excite you and you can juggle multiple tasks at any given time. Most importantly, you are passionate about providing great service and motivated to pursue professional development opportunities.
Your peers will describe you as a trustworthy team player with strong financial literacy.
The Opportunity:
Your main objective will to provide comprehensive Broker Support services to the Director and client base whilst assisting with general administration support and annual leave cover when required.
Working full time hours, your main duties will include:
- Manage and direct email and telephone enquiries.
- Comprehensive use of Mercury Nexus CRM systems.
- Use of lender broker portals.
- Generate and provide Property Reports to clients.
- Collate and verify application supporting documentation.
- Process Cash Deck invitations.
- Order bank valuations.
- Assist in the preparation of loan applications.
- Assist with loan lodgements via Apply On Line (AOL).
- Follow loan enquiry workflow through use of Mercury tasks.
To be considered for this role you will have:
- 5 years previous experience in banking, broking or Broker Support.
- Experience with Connective software and systems is advantageous.
- Experience in the use of Mortgage Broking Customer Relationship Manager databases and lodging loans through Apply On Line (AOL).
- A Diploma of Finance and Mortgage Broking Management or similar will be highly regarded.
- Advanced MS Office skills (Word, Outlook, Excel, etc.)
- A genuine desire to work as part of a small close-knit team.
- Ability to problem solve on your own and achieve positive outcomes.
- Excellent written and oral communication skills
- The ability to work autonomously, prioritise tasks and meet deadlines.
- Strong planning and organisational skills.
If you are genuinely seeking a long-term role in a great team and satisfy the above criteria, we encourage you to apply.
The SHORTLISTER is not a Recruitment Agency!
We manage the application process for clients and ensure EVERY Candidate (you) is given a fair opportunity for the role you are applying for.
Here's the kicker… it will take you less than 60 seconds to apply!! #Ninjafast
Keep an eye out for our reply email into your inbox to see if you are SHORTLISTED :-)
