Shore Financial

Founded in 2013, we have built a powerful team with a real focus on delivering outstanding customer service and carefully considered, strategic home loan advice.

We have the knowledge and expertise to find the right home loan for your unique needs.

We’re so much more than just low rates, and it is our absolute passion to help our clients maximise opportunity and grow wealth.

01 Nov, 2021
Full time
$50,000 - $60,000 yearly
Shore Financial
The Role The primary role of the Administration / Office Assistant is to support the company and office operations in an administrative capacity. This position is responsible for general office management, project administration and comes with a busy but clear day to day task list. The right candidate must have strong capability to multitask and manage administration for tasks / projects that roll out over time. The role includes: Maintaining and creating databases, spreadsheets & reports Answering the main phone line Responding to emails sent to Shore's generic inbox Distributing and tracking enquiry leads Light cleaning duties (kitchen tidy, meeting room tidy) Ordering office & kitchen supplies and maintaining an inventory Assist in creation / organising print marketing with external provider Coordinating with other stakeholders to schedule regular WIP meetings and industry specific training Design and implement office policies by establishing...
01 Nov, 2021
Full time
$60,000 - $80,000 yearly
Shore Financial
The Role: Work in a close knit, young, positive and fun team, you will be utilising your administration, organisational and relationship management skills daily, including your industry knowledge and ensuring all transactions are seamless. You will have your own back office support team who will handle all lodgements, pricing and post settlement activities.  On a day to day basis, your specific duties will include, but not be limited to; - General broker assisting duties - Assisting broker with packaging applications - Communicating with clients, lenders and legal professionals  - Managing the loan process - Drafting and managing internal and external communications - Inbox and calendar management  - Database/CRM management      The Candidate: - Will have a minimum of one-year loan packaging experience -Ability to review and interpret income documentation to assess client serviceability - Ability to manage a high volume workload and work well in...