Professional Development in Business - BUSS 1060

Added on - 13 Sep 2021

  • BUSS 1060


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Finance Broker Support
ConsultantFeneroMore jobs from this company
About Us
We are a boutique Finance Broking business located in Sydney CBD and
support a broad range of clients and loan types from Residential to
Commercial. We are looking to recruit several full-time and part-time Finance
Broker Support/Customer Service Consultant to join our city office given high
demand for our service and rapid company growth. The role will be fast-
paced and varied however we offer flexible work hours in a relaxed friendly
environment with the ability to work from home some days once you have
reached the required level of proficiency.
The Opportunity
Each day will bring different challenges and opportunities to keep things
exciting however the key Responsibilities will be as follows;
Interact with the borrower (over the phone) to obtain all required
Complete initial assessments on loan affordability
Contact lenders on credit policy
Enter client information into Broker system
Track and follow up outstanding loan application items
Generate/populate compliance document templates
Follow application from submission to approval
Facilitate loan sign up process
Conduct annual reviews and loan variations
Assist Principal with other office duties as well as calendar
Prepare and distribute EDM and other marketing
Handle incoming call enquiries
Liaise with other stakeholders on behalf of the principal
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