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Form of work
SalaryAbout the business
- Who we are and what we do:
- Finance Detective, is an award winning boutique banking and finance specialist provider located in Mt Lawley, Western Australia.
- We are one of the top performing brokerages in Australia, successfully assisting thousands of Australians with loan enquiries in excess of $1 billion.
- Comprising of an expert team of like-minded, driven professionals aiming to provide a positive end-to-end loan experience for all our valued customers.
- Accredited with over 30 lenders and possessing our own credit license, we are focused on delivering award winning financial service and options for all stakeholders.
About the role
- Working closely alongside our current Director to provide outstanding service to all Finance Detective clients.
- Analyse financial data, including credit reports, tax returns, payslips and bank statements provided by brokers and clients to determine borrowing capacity
- Proposal of products that will help the borrower meet their requirements and objectives
- Calls & emails to lenders to ensure their policy allows clients to proceed with the structure they want
- Inbound calls & emails to clients that relate to all aspects of the research & settlement process
- Negotiating exceptions and approval with the banks
- Maintain accurate records and ensure compliance with all regulatory requirements
- Collaborate with other members of the lending team to ensure timely and efficient processing of loans
- Provide support to brokers with data entry and office duties.
- Signing of loan documents with customers
Skills and experience
- Minimum Cert 4 of Finance and Mortgage Broking Management desirable.
- A minimum of 2 years existing banking / residential mortgages experience, loan processing expertise, and a broad understanding of the lending market.
- Ability to read & understand income documentation & an understanding of self-employed financials in line with mortgage credit requirements/policies, in order to determine clients serviceability.
- Experience as a broker's assistant or broker is essential.
- Experience with submitting and tracking loan applications, including client/broker updates.
- Proactive approach in negotiating and communicating with lenders, settlement agents and clients in overcoming potential roadblocks.
We are looking for the right candidate to build a long term, solid working relationship in a positive, structured environment.
For further information ‘Apply Now’ or contact Travis Meyer on 0404 998 *** / ******@financedetective.com.au
