Finance And Admin Officer

Have you ever thought, ‘I’d love to work in a successful local business full of people who truly care about each other and their customers?’ Welcome to Universal Mortgage Experts. Whilst we are an industry leader and have won national awards for our expertise, we are also a boutique mortgage brokerage team based in Toukley.

Our purpose is to help first home buyers enter the market, investors set up retirement and make sure our customers are always getting the best deal from their lender. Our commitment to making our client’s dreams a reality has made us a trusted partner to homebuyers on the coast and beyond.

About the Role

Reporting to the Director,  your day-to-day will look like:

• Support the daily operations of the office, including opening/closing the office, answering phones and scheduling appointments.
• Support loan setups by organising and filling documentation, conducting financial analyses, and coordinating activities related to servicing, LMI quotes, pricing, and application submissions
• Coordinate post-settlement activities such as the pricing and production of anniversary letters, managing product switch and loan maintenance forms, and handling discharge forms. 
• Maintain accurate records by ensuring Outlook and Broker Engine are updated with all customer data regularly.

• Enjoy a structured training plan to help get you up to speed from day one. We are a small but supportive team and understand the impact each person makes in our customer's journey to becoming homeowners.
• Day to day, you'll appreciate the structured nature of the role with organised checklists, systems and processes to help you feel confident in your job.
• With a gorgeous, modern light-filled office in Toukley, working hours are 9am-5pm and no overtime. 
• At UME, you'll have the opportunity to undergo training and pursue courses in administration and finance. 

• Whether you've worked in an office before or not, your attention to detail is unmatched. You thrive on proofreading documents, and reviewing emails.
• What sets you apart is your commitment to your team. You're the first to put up your hand if someone else is under the pump and enjoy collaborating to get the job done. 
• You're looking for a role that has a positive impact on people's lives, and where you can make a real difference to your customers. 

To be shortlisted for this opportunity, you will have the following:

• An interest in and willingness to learn about the Finance and mortgage broking industry
• Experience in customer service or administration

If this opportunity sounds right for you, please submit your application now by providing your resume and cover letter detailing why you are the right person for the role.  

Respectfully and regretfully, only successful candidates will be notified. Only those with permanent working rights in Australia will be shortlisted.