Company

Swiftly FinanceSee more

addressAddressHerston, QLD
type Form of workFull time
CategoryAccounting & Finance

Job description

Swiftly Finance are looking for an upbeat and motivated individual that is capable of working in a fast-paced environment! 

We offer a full-time training & sales position with a starting base of $65k + uncapped commission once qualified. 

What you will need:

  • Cert IV - Finance & Mortgage Broking or have commenced course
  • Genuine interest in finance
  • Well-developed written and oral communication skills

Tasks & Responsibilities

  • Maintain and develop client relationships;
  • Conduct thorough consultations with clients to understand their financial goals and recommend suitable mortgage products;
  • Complete applications compliantly;
  • Review and prepare applications;
  • Communicating with the client from sale to settlement;
  • Liaise with Lenders; 
  • Preparing and editing letters, reports, and emails;
  • Working towards targets and KPIs;
  • Data entry;
  • Action tasks in a timely manner in accordance with agreed turnaround times;
  • Maintaining folders on servers, etc.

Key Skills & Attributes:

  • Upbeat and friendly individual who is willing to learn;
  • Sales and negotiation skills (we can provide training);
  • Display time management and be able to meet strict deadlines;
  • Exceptional communication skills (written and verbal);
  • Proficient computer skills;
  • Able to demonstrate high level of organisational skills;
  • Prioritisation and problem-solving;
  • Excellent attention to detail.
Refer code: 1774273. Swiftly Finance - The previous day - 2024-03-17 10:33

Swiftly Finance

Herston, QLD

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