Details.
Provide professional support to the Managing Director by managing loans from submission to settlement. Responsibilities include completing lender servicing calculators, delivering regular client updates, managing applications through formal approval and settlement, preparing and signing loan documents with clients, handing over applications with detailed notes, completing on-the-job training and industry development days, and managing the shared email inbox. The role requires a related degree such as Business, Commerce or Mathematics, willingness to complete a Certificate IV in Finance and Mortgage Broking, empathy, strong organisation, attention to detail and accuracy, ability to use GSuite and CRM systems, a can-do attitude, and a passion for financial freedom and learning about wealth growth through finance and property. The opportunity includes flexible working arrangements, work from home options, competitive remuneration, bonuses, a paid birthday day off, provided leads, learning opportunities, professional development and a career progression pathway towards becoming a Mortgage Broker.
