Position Available
- Job Type: Part time leading to full time
- Location: Bundoora, VIC
- Salary: TBA
We’re looking for a motivated staff member to join our team in Melbourne. Our company is a leading mortgage broker that helps people and families achieve their homeownership goals. We review clients’ finances, understand their needs, and match them with the best mortgage options.
We provide excellent service and offering a wide range of mortgage products. If you are detail-oriented and enthusiastic, we’d love for you to join our team as a client service specialist on part time basis.
Qualifications & Experience
- Background in Finance & Banking
- Previous experience in finance industry is essential
- Proficiency in MS Office; familiarity with mortgage software is a plus
- Strong organisational and time management abilities
- Reliable, flexible, and punctual with excellent interpersonal skills
- Exceptional written and verbal communication skills
- Superior customer service skills with a patient and professional manner
- Well-spoken, enthusiastic, and professionally presented
Duties include, but are not limited to:
- Client Communication: Interact with clients, collect necessary documents, and keep them informed about the progress of their mortgage applications.
- Data Entry: Accurately enter and maintain client and loan information in our database.
- File Management: Organize and manage both physical and digital client files, ensuring all documentation is complete and current.
- Appointment Scheduling: Arrange appointments and meetings for mortgage brokers with clients and partners.
- Documentation: Assist in the preparation and review of loan documents, disclosures, and closing statements.
- Compliance: Ensure all documentation and processes comply with regulatory requirements and company policies.
- Support: Provide administrative support to mortgage brokers, including report preparation and phone call management.
To apply, please email your resume with a cover letter to info@betterchoicefinance.com.au
