Para-Broker jobs | financejobs.io

finweb Group Pty Ltd Cranbourne VIC, Australia

The Opportunity We are looking for motivated, self-driven and experienced sales professional to join our team, where you will be dealing with mortgage brokers, and their clients You will be properly onboarded into our culture and trained in our service offering. You will be able to think on your feet, solve problems, and give our clients confidence in our business. Your success will be measured in the take up of our services, and client satisfaction. The Role This role is all about supporting broker clients in ensuring their understanding and comfort in going through the Loan Journey with their broker and identifying and closing out other services that can further benefit the client, the Broker and our business. You are responsible for speaking to clients at three crucial milestones of the loan journey, and at those points, discussing the next steps, and the services that would be appropriate and of benefit to those clients. Overall, this role involves significant autonomy, but the success comes down to the results, and ultimate client satisfaction Critical Success Factors for this role To be successful you will have the following experience, skills and/or qualifications: You will be a hunter Have a strong work ethic and positive outlook Ability to empathise with stakeholder difficulties and create solutions Ability to adapt and relate to stakeholders of a variety of backgrounds You must be a team player and leader – proven experience working in a team Ability to build relationships, engage and influence others Oral and written communication must be of the highest standard Strong attention to detail Experience and connections with industry stakeholders will be highly regarded Experience and comfort with KPI’s and hitting targets Ability to organise an office and its day to day running What’s on offer: Friendly, dynamic and values driven work culture, in a brand-new office Development and career progression opportunities Full induction/training and coaching A competitive Base Wage plus super Use of Company Car, Laptop and Phone (Some after hrs work required) A target achieved incentive program To apply: Please send a resume and cover letter or email to: Rob Roberts Operations Manager finweb Group Pty Ltd [email protected]

08 May, 2019

Full time

The Opportunity We are looking for motivated, self-driven and experienced sales professional to join our team, where you will be dealing with mortgage brokers, and their clients You will be properly onboarded into our culture and trained in our service offering. You will be able to think on your feet, solve problems, and give our clients confidence in our business. Your success will be measured in the take up of our services, and client satisfaction. The Role This role is all about supporting broker clients in ensuring their understanding and comfort in going through the Loan Journey with their broker and identifying and closing out other services that can further benefit the client, the Broker and our business. You are responsible for speaking to clients at three crucial milestones of the loan journey, and at those points, discussing the next steps, and the services that would be appropriate and of benefit to those clients. Overall, this role involves significant autonomy, but the success comes down to the results, and ultimate client satisfaction Critical Success Factors for this role To be successful you will have the following experience, skills and/or qualifications: You will be a hunter Have a strong work ethic and positive outlook Ability to empathise with stakeholder difficulties and create solutions Ability to adapt and relate to stakeholders of a variety of backgrounds You must be a team player and leader – proven experience working in a team Ability to build relationships, engage and influence others Oral and written communication must be of the highest standard Strong attention to detail Experience and connections with industry stakeholders will be highly regarded Experience and comfort with KPI’s and hitting targets Ability to organise an office and its day to day running What’s on offer: Friendly, dynamic and values driven work culture, in a brand-new office Development and career progression opportunities Full induction/training and coaching A competitive Base Wage plus super Use of Company Car, Laptop and Phone (Some after hrs work required) A target achieved incentive program To apply: Please send a resume and cover letter or email to: Rob Roberts Operations Manager finweb Group Pty Ltd [email protected]

Mortgage Broker/ Loan Writer/ Loan Processor/ Sales Support/ Client services Manager

$45,000 - $65,000 yearly

We Mortgage Solutions Yarraville VIC, Australia

Mortgage Broker JOIN THE FINANCIAL COLLECTIVES MORTGAGE BROKING TEAM At The Financial Collective we pride ourselves on a holistic approach to customer needs, offering our Mortgage Brokers access to an accredited in house Financial Planner & CPA Accountant, in turn providing full financial service to our customers and strong additional income streams to our Mortgage Brokers, generally up to 20% additional to their lending revenues. With a revenue split more attractive than any other branded Mortgage Brokerage, The Financial Collective (Lending) is looking for an mortgage broker to join our growing team. Our dedicated administration team will provide support to allow you to focus on your clients and build strong relationships. The ideal applicant is a motivated and experienced Mortgage Broker looking for a high-volume environment and a strong commission base generated through both mortgage lending and planning. Hours are flexible as long as the leads are being serviced and closed. Applicants with 3 or more years brokering experience will be strongly considered. The role entails: Interviewing potential clients and structuring loans accordingly Introduce clients to, and work alongside our Financial Planners & Accountants Conducting credit assessments Update and maintain client records through the in-house system Speedily take deals to settlement Skills and abilities required: Understanding of the mortgage industry Prior customer service experience High level of professionalism Have existing relationship with aggregators and multiple lenders Have a ‘can do’ attitude and high attention to detail preferred experience with podium & Salesforce In return you will be provided with excellent support and training, a dynamic and fun working environment and company-sourced warm leads. The more business you generate, the more support will be provided from us. Essential education and qualifications for this role include: Diploma in Mortgage Broking or Financial Services The selected candidate must be a member of the industry group MFAA, as well as become a credit representative of aggregator within the time of working at The Financial Collective. Remuneration will depend on experience and ability to work autonomously, commission structures also available should the candidate suit a commission only model. For further information about this fantastic opportunity, please contact The Financial Collective 1300 135 953 or alternatively email your resume and cover letter to [email protected]

20 Mar, 2019

Full time

Mortgage Broker JOIN THE FINANCIAL COLLECTIVES MORTGAGE BROKING TEAM At The Financial Collective we pride ourselves on a holistic approach to customer needs, offering our Mortgage Brokers access to an accredited in house Financial Planner & CPA Accountant, in turn providing full financial service to our customers and strong additional income streams to our Mortgage Brokers, generally up to 20% additional to their lending revenues. With a revenue split more attractive than any other branded Mortgage Brokerage, The Financial Collective (Lending) is looking for an mortgage broker to join our growing team. Our dedicated administration team will provide support to allow you to focus on your clients and build strong relationships. The ideal applicant is a motivated and experienced Mortgage Broker looking for a high-volume environment and a strong commission base generated through both mortgage lending and planning. Hours are flexible as long as the leads are being serviced and closed. Applicants with 3 or more years brokering experience will be strongly considered. The role entails: Interviewing potential clients and structuring loans accordingly Introduce clients to, and work alongside our Financial Planners & Accountants Conducting credit assessments Update and maintain client records through the in-house system Speedily take deals to settlement Skills and abilities required: Understanding of the mortgage industry Prior customer service experience High level of professionalism Have existing relationship with aggregators and multiple lenders Have a ‘can do’ attitude and high attention to detail preferred experience with podium & Salesforce In return you will be provided with excellent support and training, a dynamic and fun working environment and company-sourced warm leads. The more business you generate, the more support will be provided from us. Essential education and qualifications for this role include: Diploma in Mortgage Broking or Financial Services The selected candidate must be a member of the industry group MFAA, as well as become a credit representative of aggregator within the time of working at The Financial Collective. Remuneration will depend on experience and ability to work autonomously, commission structures also available should the candidate suit a commission only model. For further information about this fantastic opportunity, please contact The Financial Collective 1300 135 953 or alternatively email your resume and cover letter to [email protected]

Client Service Manager / Broker Support Officer

$50,000 - $75,000 yearly

Anonymous Melbourne VIC, Australia

About the business Currently based in the CBD fringe, our award-winning business services our valued clients to an exceptional standard in a range of lending products - from residential mortgages to asset finance, commercial lending, construction and development loans, and mezzanine finance. About the role Join a growing business at (near) the ground level! You will be entrusted as a day to day point of contact for our valued clients, lenders and service providers. You will be responsible for overseeing many critical aspects of our entire business, including: loan processing, document collection and preparation, engaging and overseeing third-party services providers (lawyers, accountants, settlements officers), liaising with customers and banks regarding loan scenarios, maintaining lending policy and compliance policies, creating new business processes, interest rates, electronic document storage, redacting private information, performing regular customer database reviews, and all aspects of loan applications. This is a full-time role based on 40 hours per week; however, if you are the right fit, we are genuinely seeking a permanent leader within our business to take responsibility for our finance operations moving forward - and possibly to oversee any future staff as we expand. Benefits and perks Working in a small and independent team, you will enjoy the ability to contribute meaningfully to our business systems and outcomes and work directly with the decision-makers. Your can-do attitude enables you to always proactively offer a helping hand - both internally and externally. You are looking for a place where you can take complete ownership of the role and make a significant impact on a business and its future success. Additionally, you love helping customers achieve their dreams and your team members achieve their goals. Skills and experience Mandatory Requirements: Highly level of proficiency preferred with the PODIUM platform from SalesForce.com. Other CRM systems' experience is a bonus. Minimum three years experience in loan writing, broker support and/or credit management. We are looking for proven stability of employment and strong chemistry with this role. Ability to supervise a loan application over the entire life cycle; including, demonstrating a proven understanding of ancillary documents - such as s32 and s27, conveyancing and settlements, credit checks, analysing living expenses and income, understanding the various corporate and trust structures. Excellent understanding of NCCP, AML, KYC, Privacy and other necessary compliance. Demonstrated Project Management, Time Management and Prioritisation Skills are necessary to perform your duties. Proven dedication to a high standard of client outcomes and customer service satisfaction. Please provide references or testimonials if you have them, or elaborate on your experience with customer service and account management, preferably in a lending context. Strong English-language skills, financial literacy and IT troubleshooting skills. Impeccable listening, note-taking skills and accuracy. High level Excel, Word, Outlook skills. Ability to work independently with Powerpoint, access and other Office Applications is a bonus. If you think this role sounds like the one for you, please submit a cover letter outlining why you are suitable for the position, along with your professional resume. Please note that due to the expected high volume of applicants, only applicants who have met our mandatory requirements will be responded to. Any successful applicant will be required to undertake a National Police Check and must be a permanent resident of Australia.

11 Mar, 2019

Full time

About the business Currently based in the CBD fringe, our award-winning business services our valued clients to an exceptional standard in a range of lending products - from residential mortgages to asset finance, commercial lending, construction and development loans, and mezzanine finance. About the role Join a growing business at (near) the ground level! You will be entrusted as a day to day point of contact for our valued clients, lenders and service providers. You will be responsible for overseeing many critical aspects of our entire business, including: loan processing, document collection and preparation, engaging and overseeing third-party services providers (lawyers, accountants, settlements officers), liaising with customers and banks regarding loan scenarios, maintaining lending policy and compliance policies, creating new business processes, interest rates, electronic document storage, redacting private information, performing regular customer database reviews, and all aspects of loan applications. This is a full-time role based on 40 hours per week; however, if you are the right fit, we are genuinely seeking a permanent leader within our business to take responsibility for our finance operations moving forward - and possibly to oversee any future staff as we expand. Benefits and perks Working in a small and independent team, you will enjoy the ability to contribute meaningfully to our business systems and outcomes and work directly with the decision-makers. Your can-do attitude enables you to always proactively offer a helping hand - both internally and externally. You are looking for a place where you can take complete ownership of the role and make a significant impact on a business and its future success. Additionally, you love helping customers achieve their dreams and your team members achieve their goals. Skills and experience Mandatory Requirements: Highly level of proficiency preferred with the PODIUM platform from SalesForce.com. Other CRM systems' experience is a bonus. Minimum three years experience in loan writing, broker support and/or credit management. We are looking for proven stability of employment and strong chemistry with this role. Ability to supervise a loan application over the entire life cycle; including, demonstrating a proven understanding of ancillary documents - such as s32 and s27, conveyancing and settlements, credit checks, analysing living expenses and income, understanding the various corporate and trust structures. Excellent understanding of NCCP, AML, KYC, Privacy and other necessary compliance. Demonstrated Project Management, Time Management and Prioritisation Skills are necessary to perform your duties. Proven dedication to a high standard of client outcomes and customer service satisfaction. Please provide references or testimonials if you have them, or elaborate on your experience with customer service and account management, preferably in a lending context. Strong English-language skills, financial literacy and IT troubleshooting skills. Impeccable listening, note-taking skills and accuracy. High level Excel, Word, Outlook skills. Ability to work independently with Powerpoint, access and other Office Applications is a bonus. If you think this role sounds like the one for you, please submit a cover letter outlining why you are suitable for the position, along with your professional resume. Please note that due to the expected high volume of applicants, only applicants who have met our mandatory requirements will be responded to. Any successful applicant will be required to undertake a National Police Check and must be a permanent resident of Australia.

Content Writer

$75,000 - $85,000 yearly

Mortgage Providers Australia

Mortgage Providers is a full service mortgage broking firm based in Sydney. We currently have an opening for a talented copywriter to join our dynamic team of mortgage broking professionals. We are seeking a professional copywriting rockstar with experience in the mortgage broking and banking industry to assist with media releases and content writing to expand our online presence. Knowledge of the current lending environment for consumers, business and niche borrowings, current legislation, understanding of common lending terminology, the mortgage approval process etc . This role would suit someone who is passionate about writing and has a background in lending and mortgage broking. If you can articulate the world of lending and know what niches and products are out there to our online audience, we would like to hear from you. We are a strong close knit working team and have a very close family orientated office culture. A like minded work ethic is essential. If this sounds like you, please apply with your resume and cover letter outlining why we should hire you.

04 Mar, 2019

Other

Mortgage Providers is a full service mortgage broking firm based in Sydney. We currently have an opening for a talented copywriter to join our dynamic team of mortgage broking professionals. We are seeking a professional copywriting rockstar with experience in the mortgage broking and banking industry to assist with media releases and content writing to expand our online presence. Knowledge of the current lending environment for consumers, business and niche borrowings, current legislation, understanding of common lending terminology, the mortgage approval process etc . This role would suit someone who is passionate about writing and has a background in lending and mortgage broking. If you can articulate the world of lending and know what niches and products are out there to our online audience, we would like to hear from you. We are a strong close knit working team and have a very close family orientated office culture. A like minded work ethic is essential. If this sounds like you, please apply with your resume and cover letter outlining why we should hire you.

Parabroker / Experienced Mortgage Broker Assistant / Mortgage Support

$60,000 - $80,000 yearly

Loan Base Pty Ltd Surry Hills NSW, Australia

The Role We are seeking an experienced mortgage broking assistant / parabroker / loan processor to assist our primary broker. In this role you would primarily work on identifying solutions to various scenarios, preparing proposals, and then acting to manage the deal through until settlement. You would be supported in this role by an additional administrative assistant, who you could coordinate to assist with tasks like data entry & loan processing. We are seeking someone with a high level of experience, knowledge, initiative and ownership. This role would ideally suit someone who loves finance, strategies, researching & workshopping solutions, and problem-solving, but doesn't like the lead generation and sales aspects of mortgage broking. We believe in helping our staff achieve their objectives, so there is the potential for development into a full mortgage broking capacity within the business, if that is something you wish to pursue down the line. Experience We are looking for candidates with at least 2 years experience as a parabroker, mortgage broker, lending officer, and/or broker assistant. You should have experience researching & identifying optimal lending solutions, putting together tailored client proposals, liaising with lender BDMs and lender support teams, and addressing credit assessor concerns for live applications right through to settlement. Desirable attributes Strong organisation skills Excellent communication skills Positive attitude Attention to detail Ambition / drive Initiative & ownership Interest in finance, property and/or mortgage broking Remuneration Depending on experience, this role would pay a full-time package of $60,000 - $80,000 per annum, depending on experience. How to Apply If you're interested in this role, please e-mail us at [email protected] with your resume.

26 Feb, 2019

Full time

The Role We are seeking an experienced mortgage broking assistant / parabroker / loan processor to assist our primary broker. In this role you would primarily work on identifying solutions to various scenarios, preparing proposals, and then acting to manage the deal through until settlement. You would be supported in this role by an additional administrative assistant, who you could coordinate to assist with tasks like data entry & loan processing. We are seeking someone with a high level of experience, knowledge, initiative and ownership. This role would ideally suit someone who loves finance, strategies, researching & workshopping solutions, and problem-solving, but doesn't like the lead generation and sales aspects of mortgage broking. We believe in helping our staff achieve their objectives, so there is the potential for development into a full mortgage broking capacity within the business, if that is something you wish to pursue down the line. Experience We are looking for candidates with at least 2 years experience as a parabroker, mortgage broker, lending officer, and/or broker assistant. You should have experience researching & identifying optimal lending solutions, putting together tailored client proposals, liaising with lender BDMs and lender support teams, and addressing credit assessor concerns for live applications right through to settlement. Desirable attributes Strong organisation skills Excellent communication skills Positive attitude Attention to detail Ambition / drive Initiative & ownership Interest in finance, property and/or mortgage broking Remuneration Depending on experience, this role would pay a full-time package of $60,000 - $80,000 per annum, depending on experience. How to Apply If you're interested in this role, please e-mail us at [email protected] with your resume.

5 Para-Broker jobs