Broker Assistant
vor 3 Wochen
Company: AUSUN Finance Box Hill Pty Ltd
Location: Box Hill VIC
Responsibilities:Assist with the finance application process, including gathering key documents from clients and submitting applications through various portals to lenders.Liaise with the lender's Broker Support Team to understand the status of applications post-lodgment and troubleshoot any issues.Prepare all applications for settlement, ensuring all documentation is in place.Manage the Company Google Drive, emails, and MyCRM, ensuring accurate and up-to-date client information, while supporting team members in utilizing the system efficiently.Ensure compliance is met, working with the Broker to adjust finance submissions to meet lender requirements.Stay updated with industry trends, regulations, and products.Respond to customer inquiries promptly and professionally, delivering exceptional customer service and building positive relationships.Liaise with lenders, solicitors, and other professionals to ensure a smooth and efficient mortgage application process.Provide administrative support as required.Generate leads through various channels, such as networking events, social media, referrals, and the existing client base.Qualifications:Education: Bachelor's degree or Certificate IV in finance, business administration, or a related field (preferred).Experience:Previous experience in a brokerage, finance, or administrative role is a plus.If Senior, 5+ years of credit knowledge and 500+ deals settlement experience, with a diversified knowledge of lending policies and a proven track record to be verified.
Salary negotiable between $70K-$100K.Skills:Strong organizational and multitasking abilities.Excellent written and verbal communication skills.Proficiency in Microsoft Office Suite and financial software.Basic understanding of financial markets and investment products.Attributes:Detail-oriented with strong analytical skills.Ability to work independently and as part of a team.Customer-focused with a proactive approach to problem-solving.How to Apply:Interested candidates should submit their resume and a cover letter.
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