Finance Manager
3 weeks ago
Established in 2005, Logic Finance has grown over the years to include all aspects of finance, including commercial, business, residential and vehicle finance. This a great opportunity to be part of a dynamic team who provide a boutique finance service for professionals and businesses.
The role:
We are seeking a full-time Finance Manager. As part of this role, you will have a good understanding of lender products and policies, and previous experience in packaging loan applications is required.
Your previous experience will see you be able to handle complex applications including self employed, company and trust structures
We offer a balanced work from home/office arrangement. We also focus on all team members having a sound work/life balance.
Your job role will include, but not limited to, liaising with clients, lender research, servicing, packaging of applications and application tracking.
You will also work alongside a dedicated Support Officer.
You will team up with a number of brokers that have a minimum of 10-20 years experience in the industry.
For the right person, we offer a competitive salary. This salary structure will be based on your experience within the industry and can be negotiated in various options.
We are open to a part-time role for the right candidate.
Job responsibilities:
Initial welcome contact with new and existing clients
Complete initial serviceability assessments and reviews
Research lender policy and options for new scenario's
Documentation and data collection
Maintaining and updating the CRM database (MyCRM & HubSpot)
Post settlement checklist and compliance
Existing client maintenance where required (ie. Variations, pricing, valuations etc)
Managing new and existing referral partner relationships including attending regular meetings
Assistance with generating new business
Managing existing and new clients relationships
Skill sets & Attributes:
Relevant Broking/Loan Support Manager experience (4+ years)
Experience with submitting complex and self-employed applications (mandatory)
Ability to read tax returns and financials and transfer data into servicing calculators (mandatory)
Diverse lender product knowledge
Full understanding of residential lending
Understanding of vehicle and commercial finance (preferred but not essential – training can be provided)
Experienced with MyCRM & HubSpot software, or similar (preferred but not essential)
Experienced with ApplyOnline
Strong attention to detail
Sense of urgency and ability to complete tasks within time-frames
Show a strong focus on sales, settlements and growing business
Ability to show initiative
Confident to work unsupervised
Ability to make quick decisions to keep applications progressing
What we offer:
Business laptop provided
Flexible work from home and office arrangement
Competitive salary based on experience
On-going training and support
An office of experienced brokers
Professional office facilities in Norwood
Please make sure to cover your relevant experience in your CV.
Unlock job insightsSalary match Number of applicants Skills match
Your application will include the following questions:Which of the following statements best describes your right to work in Australia? How many years' experience do you have as a finance manager? Have you completed a qualification in finance? How many years' experience do you have in the financial services industry? Do you have a Certificate IV in Finance & Mortgage Broking? How many years' experience do you have as a mortgage broker? Do you have experience working towards targets and KPIs?
#J-18808-Ljbffr-
Equipment Finance Broker
3 weeks ago
Adelaide, South Australia LMG Asset Finance Full time1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features.LMG is Australasia's biggest loan aggregator, supporting and advocating for over 7,000 brokers, and their clients, across Australia, New Zealand and Indonesia.Brokers aggregating with LMG operate under the Loan Market Brand or bring their own brand.The...
-
Equipment Finance Broker
2 weeks ago
Adelaide, South Australia LMG Asset Finance Full time1 week ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.LMG is Australasia's biggest loan aggregator, supporting and advocating for over 7,000 brokers, and their clients, across Australia, New Zealand and Indonesia.Brokers aggregating with LMG operate under the Loan Market Brand or bring their own brand.The...
-
Broker Success Manager
2 weeks ago
Adelaide, South Australia LMG Asset Finance Full time3 days ago Be among the first 25 applicants LMG is Australasia's biggest loan aggregator, supporting and advocating for over 7,000 brokers and their clients across Australia, New Zealand, and Indonesia.The Broker Success Manager (BSM) will play a pivotal role in the Asset Finance Growth Programs (AFGP), aimed at maintaining our position as the leading...
-
Broker Success Manager
1 day ago
Adelaide, South Australia LMG Asset Finance Full time3 days ago Be among the first 25 applicantsLMG is Australasia's biggest loan aggregator, supporting and advocating for over 7,000 brokers and their clients across Australia, New Zealand, and Indonesia.The Broker Success Manager (BSM) will play a pivotal role in the Asset Finance Growth Programs (AFGP), aimed at maintaining our position as the leading...
-
Finance Manager
4 weeks ago
Adelaide, South Australia at Full timeCarers SA is the premier provider of Carer services in South Australia, delivering the federally funded Carer Gateway service across both metropolitan and regional service areas.We have a strong history of empowering unpaid Carers through providing quality services and programs to support their needs and the needs of the people they care for. We are...
-
Finance Manager
4 weeks ago
Adelaide, South Australia Tasmea Corporate Services Ltd. Full timeAdd expected salary to your profile for insightsPosition: Finance ManagerLocation: Adelaide – Flexible across Dulwich, Melrose Park, and CBDReporting to: Subsidiary General Managers & Tasmea Group CFOJoin a national industrial services group and take ownership of financial leadership across multiple dynamic businesses.About TasmeaTasmea Limited is a...
-
Finance Manager
4 weeks ago
Adelaide, South Australia Tasmea Corporate Services Ltd. Full timeAdd expected salary to your profile for insightsPosition: Finance ManagerLocation: Adelaide – Flexible across Dulwich, Melrose Park, and CBDReporting to: Subsidiary General Managers & Tasmea Group CFOJoin a national industrial services group and take ownership of financial leadership across multiple dynamic businesses.About TasmeaTasmea Limited is a...
-
Finance Manager
3 weeks ago
Adelaide, South Australia At Full timeEstablished in 2005, Logic Finance has grown over the years to include all aspects of finance, including commercial, business, residential and vehicle finance.This a great opportunity to be part of a dynamic team who provide a boutique finance service for professionals and businesses.The role: We are seeking a full-time Finance Manager.As part of this role,...
-
Finance Manager
3 weeks ago
Adelaide, South Australia at Full timeEstablished in 2005, Logic Finance has grown over the years to include all aspects of finance, including commercial, business, residential and vehicle finance. This a great opportunity to be part of a dynamic team who provide a boutique finance service for professionals and businesses.The role:We are seeking a full-time Finance Manager. As part of this role,...
-
Finance Manager
4 days ago
Adelaide, South Australia Pantalent Full timeAbout the roleSACA is looking for an experienced Finance Manager to join our team. You will play a key role in building and maintaining a high-performing finance team, aligned with the overall business strategy. This role will also involve significant responsibilities in managing financial planning and budgeting processes, ensuring statutory and audit...
