2 finance assistant jobs found

An opprtunity to join a property investment brokerage specialist as part of an established (and growing) team.  Anyone who thinks they are the right candidate for this role, reach out via email and supply your resume for review.    Key Responsibilities    Client Liaisons - Being available for clients day to day questions regarding their loan applications   Assisting the Funding Advisor (Broker) in preparing loan applications for loan packaging by our admin team. This includes but isn’t limited to:   Servicing Calculations   Contacting new potential clients (leads) and collecting the preliminary information and objectives required prior to handing over the lead to the Funding Advisor   Updating clients on the progress of their loan applications   Identifying new business opportunities with existing clients that will benefit them on their investment journey or current transactions in flight.    Minimum Qualifications...

Client Services Manager | Lending This is an exciting opportunity for you to join a fast growing boutique mortgage broking business. You will be working alongside an experienced team, delivering exceptional customer service, following up on client enquiries and supporting the head broker.   The role requires high attention to detail, speedy delivery and professional client interaction. This will be a home office based position and you will need to be able to prioritise well and manage your daily schedule to ensure deadlines are met. If you:- Thrive in a customer service environment; Are energetic and have a positive ‘can do’ attitude; Love numbers and have experience in broker support or property finance. Then we are looking for you! A minimum of 12 months’ experience is required for this role and ideally you will have previously worked in a mortgage broking office or with another home loan provider such as a bank or other lender....