Broker Support Associate

4 weeks ago

Sydney, New South Wales, Australia Shift Full time
Overview

Who is Shift? At Shift, we're business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade terms and choose the right financial products.

We believe Australian businesses are the driving force behind our economy and are core to our communities. That's why our business expertise, focus on relationships, and market-leading technology is at the core of everything we do. We've helped solve the credit and payment pain points for more than 25,000 businesses, providing over $3.5 billion in aggregate funding.

Our unique approach to product innovation combined with our collaborative culture means you can build your career in a supportive environment. You'll be joining a diverse team of over 250 people who are always looking to deliver better outcomes for Australian businesses.

About the role: Are you passionate about client services and enjoy working in a fast paced, transformational environment? We're looking for someone to support our Brokers sales team by managing the new business pipeline within our Broker channel. You'll play a vital role providing administrative and processing support to brokers, handling loan application tasks and managing commission related matters. With a hands on approach, you'll own your responsibilities and help improve the customer experience while collaborating closely with our Credit and Settlements teams. This role offers the chance to work alongside a diverse, talented team and ensure broker expectations are consistently met. Based in North Sydney, we offer hybrid work flexibility with a minimum of three days in the office.

What you'll do
  • Support our brokers and their customers as they transact in the Shift ecosystem.
  • Provide administrative and processing support related to loan applications and commissions.
  • Collaborate with Credit and Settlements teams to ensure seamless customer experiences.
  • Uphold high standards of quality assurance, ensuring AML and KYC compliance.
  • Take ownership and contribute ideas to enhance broker and customer satisfaction.
  • Maintain clear and timely communication with brokers and internal stakeholders.
What you'll bring
  • Experience in financial services, preferably with asset finance or commercial lending.
  • Strong attention to detail and a commitment to quality.
  • Excellent interpersonal and communication skills.
  • A self-motivated attitude with a willingness to learn and grow.
  • Ability to thrive in a fast-paced, collaborative environment.
Key benefits
  • Collaborative teams – a flat structure means everyone can learn from colleagues and senior leaders around the business.
  • Be involved – come together with all of your colleagues every 100 days to share the product and technology roadmap and business strategy.
  • Flexible working environment – we're headquartered in North Sydney with state-based workplaces and offer a flexible work policy.
  • Family support – industry leading 26 weeks paid parental leave.
  • Varied workspaces – our office enables areas for collaboration, brainstorming and socialising as well as focus zones.
  • Range of benefits supporting your physical, psychological and financial wellbeing. From a day off on your birthday to excellent end of trip facilities.

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