2 weeks ago

Para Broker

Join a multi Award Winning Brokerage! Uilise your finance experience & high level customer service to support a team of Brokers & their clients.

NSW Other Gosford & Central Coast

Permanent / Full Time

  • Award Winning Business, with Branches in NSW & QLD
  • Listed in the Top ASX 200 Companies
  • Generous base salary + monthly bonuses

About the Role
  
Our client is a multiple Award winning Finance Brokerage, who have 7 Branches across South East Qld and NSW.  They boast having a Team of specialists, who are extremely passionate about Mortgage Broking and relish being able to help clients to fulfil their dreams. 
  
As a Para Broker, you will be working alongside an experienced team of Brokers, delivering exceptional customer service to their clients and assisting them to design personalised financial strategies to meet individual client needs.  This will include interpreting information from the brokers to ensure compliance with the lender guidelines and rules, completing compliance and lender checklists, maintaining contact with clients, lenders and solicitors and ensuring strict lending timelines are met.
  
To be successful in this position, you will need to have knowledge of either mortgage lending, finance,/banking construction, real estate or similar, to enable you to hit the ground running.  This is a high volume role which requires an excellent attention to detail, the ability to use your initiative and meet tight deadlines. You will need to have a passion for customer service success and enjoy the prospect of helping the client through this important time in their lives.

What’s great about this role:

  • Be part of one of the Top 10 Mortgage Broking Companies in Australia
  • Be recognised & rewarded for your efforts
  • Join a team of long term staff, who are passionate about customer service & achieving results
  • Competitive base salary, superannuation + quarterly team bonuses
  • 9am to 5pm, Monday to Friday
  • Opportunities for career growth & advancement

Duties:

  • Handling incoming calls and emails and responding to initial client enquiries.
  • Assist your brokers manage the client expectations from enquiry, application and through to settlement
  • Collecting client information and collating relevant documentation and submitting completed loan applications
  • Interpret information from mortgage brokers to ensuring it meets the lender guidelines and rules.
  • Complete compliance and lender worksheet checklists
  • Liaising with lenders and being the main point of contact for clients, providing continued updates and requesting any additional information where required
  • Communicate with external stakeholders i.e.; Solicitors, Real Estate Agents, Accountants, Valuers etc to ensure a smooth process
  • Efficiently manage and update client data within various CRM and loan portal systems
  • Develop a thorough understanding of loan products and policies.

Skills and Experience:

  • Minimum 2 years industry experience preferable, however experience within conveyancing, banking/finance or real estate will be considered
  • A background in lending compliance would be a significant benefit
  • Exceptional attention to detail with the ability to meet tight deadlines
  • Ability to work in a fast paced environment, maintaining accuracy and efficiency
  • Excellent written & verbal communication skills
  • High attention to detail & strong organisation skills
  • A strong customer focus with a positive, can-do attitude
  • Quick learner, who is proactive and self-motivated
  • High level of computer proficiency with Google, MS Office & CRMs
  • An understanding of loan products and policies or a strong desire and ability to learn and get up to speed quickly
  • Please note; This position is NOT SUITABLE to candidates who require sponsorship or who are on temporary work visa’s.

How to apply
All applications are to be submitted online – click APPLY.  We will be reviewing applications as they are received so apply today!  Please note only candidates that meet our client’s selection criteria will be contacted. 
  
Job ID:  LB405/1.0

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