Detailed Analysis of the Finance Broker Support Consultant Job Advert

This report provides a comprehensive analysis of a Finance Broker Support Consultant job advertisement, focusing on the key responsibilities, required skills, and qualifications. The analysis includes an examination of the tasks involved, such as interacting with borrowers, processing loan applications, and managing client communications. It also highlights the necessary technical skills, including proficiency in Microsoft Office applications and data entry, as well as the importance of customer service skills and attention to detail. Furthermore, the report explores the desired experience and qualifications, such as previous banking or broking experience, and the potential career path, including the opportunity to become a qualified Mortgage Broker. The report aims to provide a clear understanding of the role and its requirements, which can be useful for individuals considering this career path. This assignment is available on Desklib, a platform offering various study resources.

https://www.seek.com.au/job/
37621167?type=standard
Finance Broker Support
Consultant
FeneroMore 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
information
 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 management
 Prepare and distribute EDM and other marketing
 Handle incoming call enquiries
 Liaise with other stakeholders on behalf of the principal

The ideal candidate may be an ex-Banker or a Broker’s assistant or an EA
who had some involvement in both administration and financial reporting
however one-on-one training will be provided. For the successful and
motivated applicant there will be the opportunity to become a qualified
Mortgage Broker however there is a minimum expectation of two years
working in this advertised position.
Required skills/traits;
 Fluent native English speaker
 Business level written English
 High attention to detail
 Intermediate computer skills – Microsoft Outlook, Word and Excel
 Efficient at Data entry
 A polite and confident phone manner
 Must be Customer focused
 Organised & Reliable
 Excellent at multi-tasking
 Flexible around work hours
 Able to work autonomously (post training induction)
 Customer centric
Desired Experience;
 Ex-Banking or Broking experience or
 Executive PA (with technical skills like preparing reports etc) or
 Junior Analyst or
 Technical Customer Service role
Qualifications;
 Ideally degree qualified (Commerce or Economics)
 Strong Microsoft Word and Excel skills