Company

Shore FinancialSee more

addressAddressNorth Sydney, NSW
type Form of workFull time
salary Salary$90,000 - $120,000 a year
CategoryAccounting & Finance

Job description

We are currently seeking an experienced Broker Assistant / Loan Packager & Processing Officer to join one of Australia’s top brokerages.

The Role:

Your duties will include, but are not limited to:

  • General broker assisting duties;
  • Loan processing & packaging;
  • Communicating with clients, lenders & legal professionals;
  • Managing the loan process from lead to post-settlement;
  • Drafting and managing internal and external communications;
  • Diary and email management & general assistant duties where needed;
  • Data entry into Salestrekker and Apply Online;
  • Preparing Compliance Documentation for proposed loans where required;
  • Lodging loan applications & following up lenders where required;
  • Organising valuations and pricing approvals with lenders;
  • Booking & organising settlements with the clients, solicitors, & lenders; and
  • Ensuring all settled files are compliant.

 The Candidate:

  • Minimum of 2 years loan packaging & processing experience;
  • ApplyOnline experience;
  • Salestrekker experience is highly desirable but not crucial;
  • Ability to review and interpret income documentation to assess client serviceability;
  • Ability to manage a high-volume workload & work well in stressful situations;
  • Ability to prioritise;
  • Think proactively;
  • Provide a high standard of customer service;
  • Strong communication skills (written & verbal); and
  • Ability to work autonomously & as part of a team.

The Salary:

  • $90K + Super Base;
  • Commission based on monthly settlement volume; and
  • Annual discretionary bonus.

The Benefits:

  • Being a member of Australia’s no 1 independent brokerage;
  • New Office in North Sydney close to the train line with views of the harbour;
  • Large young & driven team;
  • Excellent social environment; and
  • Flexibility available for the right person.
Refer code: 1997171. Shore Financial - The previous day - 2024-04-08 05:36

Shore Financial

North Sydney, NSW
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