Balmoral Financial

Balmoral Financial is a premium finance brokerage and advisory. We provide bespoke residential and investment lending.

Launching in August 2024 and based in both Sydney and Brisbane, servicing Australia-wide. We conduct business almost 100% online.

Our historical focus clients are Executives, Self Employed, Aviation (typically pilots), Expats, Medical, Government, Military, Essential Services and HNWI's - both domestic and expat - with ranging objectives, risk profiles and goals.

We primarily deal with purchases, pre-approvals, refinances/equity release/debt structuring. To a lesser extent SMSF, Commercial and Asset.

10 Jul, 2024
Full time
Balmoral Financial Remote
🚨 Looking for an Experienced Loan Processor and Settlement Specialist! 🚨 We’re currently on the hunt for a highly skilled and experienced Loan Processor/Credit Manager who is also versed in the Settlement Process. Principal Broker has been operating for 4 years and writes $70m+ per year with significant growth trajectory. What We Need: • Experience: Minimum of 5+ years in loan processing and settlements. • Skills: Strong understanding of loan products, policy, required documentation, valuations, compliance, and settlement procedures. • Attention to Detail: Ability to manage multiple files with accuracy and efficiency. • Communication: Excellent interpersonal skills to liaise with clients, brokers, and related parties. Must have a ‘how do we make this work’ mindset. • Tech-Savvy: Very comfortable in using mortgage processing software/CRMS's and digital tools. Why Join Us? • Supportive and HAPPY Team Environment: Be with a...