Broker Assistant

7 months ago


North Sydney, Australia Myloans Services Pty Ltd Full time

**Broker Assistant Full-time Job Responsibilities**:
You will be responsible for the following tasks: Assisting brokers in various aspects of their daily tasks, including but not limited to:

- Pre-assessment - Preparation work before loans enter the credit team.
- Efficient and effective communication, collecting loan information and documents in the shortest time possible, and preparing submission work.
- Actively and comprehensively communicating with the credit team to ensure no omission of client information and to ensure the quality of loan submissions.
- Updating clients on loan status in a timely manner.
- Customer service - addressing customer needs before, during, and after the loan process.
- Keeping workflow constantly updated in real-time.
- Collaborating with the credit team to ensure compliance.
- Working closely with brokers, agents, and other staff to achieve team goals and objectives

**Qualifications**:
If you meet the following requirements, we sincerely welcome your joining:

- One year or more of experience as a broker assistant and customer servicer.
- Excellent English communication skills, capable of fluent communication with bank credit teams, solicitors, and accountants.
- Demonstrated service-oriented mindset, with polite and efficient communication aimed at solving customer problems.
- Ability to coordinate and collaborate within the team.
- Resilience, able to maintain an optimistic and positive attitude and work efficiently under pressure.
- Strong coordination and communication skills, with the ability to liaise with bank training and training teams effectively.

If you meet the above requirements and aspire to achieve greater success in the financial field, do not hesitate to join our team

**Salary**: From $50,000.00 per year

Work Location: In person


  • Financial Broker

    2 weeks ago


    North Sydney, Australia Sokoofintec Full time

    Job Title: Loan Broker - Home Loan/Commercial Loan/Others Company Overview: Sokoo Fintec Pty Ltd (Sokoo) is a professional loan service company holding an Australian Credit Licence (ACL No. 499681). We provide an innovative platform for mortgage broker businesses, leveraging our extensive industry knowledge and experience. Our platform prioritizes the...

  • Assistant Broker

    6 days ago


    Sydney, Australia Succession Recruitment Pty Ltd Full time

    Reputable Insurance Broker - Generous Salary Package - Progressive Role Our client a well-established Insurance Broking company, are looking for a self-motivated individual with a well proven track record to join a small fast paced team as an Assistant Insurance Broker. **About the Role and Your Responsibilities** Working closely with and reporting...

  • Mortgage Broker

    4 hours ago


    North Sydney, Australia Brela Group Full time

    We are a reputable and established financial advisory practice seeking an experienced Mortgage Broker to join our team and assist in launching our lending division. In addition to our substantial existing client base, we have partnerships with various accounting and financial planning practices across Australia that will be leveraged to build this...


  • Sydney, Australia CUBECORP Full time

    Cubecorp Finance is led by a group of passionate professionals with over 20 years combined experience in the finance industry. We are based in Sydney CBD with clients nationwide, offering finance solutions for homebuyers, investors and business owners. **Finance broker’s duties will include but not limited to**: - Work closely with senior finance...

  • Assistant Broker

    6 days ago


    Sydney Central Business District, Australia HAYS Full time

    Hugely reputable Insurance Broker is recruiting an Assistant Broker to assist busy Workers Compensation team Your new company This is an opportunity to join a progressive and collaborative Insurance Broker that’s promotes Growth, Work life balance, and a collaborative working environment. You have the chance to join the team in a supportive capacity being...

  • Account Broker

    6 months ago


    Sydney, Australia Ensure Recruitment Full time

    Market Leading Salary - 1 day at home hybrid working - Work for an organization with a well established reputation for over 100 years Calling all General Insurance Brokers - This is the role you have been looking for! We are looking for someone with **prior** broking experience to take the next step in their career! What they are offering! - Market leading...

  • Assistant Broker

    2 days ago


    Sydney Central Business District, Australia HAYS Full time

    Great entry level position with someone with Claims experience to develop as a Broker **Your new company** **Your new role** In this role as an Assistant Broker, you will be; - Assisting the team to manage a General insurance portfolio of large complex clients - Learning to generate new business as well maintaining and building relationships - Answering...

  • Broker Assistant

    7 months ago


    Sydney, Australia Bell Partners Accountants Advisors and Auditors Full time

    **DETAILS**: **Department**Insurance **Location**Sydney, NSW - Strong career path & potential - Training, development & mentoring - Great team culture with lots of opportunities We’ll help you build your career - but you must be driven by customer service excellence, enjoy a dynamic and fast-paced environment and determined to succeed in a high...

  • Assistant Broker

    4 days ago


    Sydney Central Business District, Australia HAYS Full time

    **Your new company** This is an opportunity to join a progressive and collaborative Insurance Broker that’s promotes Growth, Work life balance, and a collaborative working environment. You have the chance to join the team in a supportive capacity being fully trained to support Senior Account managers across Workers Compensation policies. This role is open...

  • Junior Support Broker

    2 months ago


    Sydney, Australia Guy Carpenter Full time

    **Junior Support Broker** Guy Carpenter is a global risk and reinsurance specialist. We are looking for a Junior Broker Support Officer to work with us in the Facultative Reinsurance team based in the Sydney Head Office at Barangaroo. You need to have excellent communication skills and a track record for providing great customer service. The purpose of...

  • Mortgage Broker

    6 days ago


    Sydney, Australia Triangle Financial Full time

    Join the Fastest-Growing Mortgage Broking Firm in Sydney's CBD! Triangle Financial is a Sydney CBD based mortgage broking firm with a highly experienced, result-driven, focused and motivated team environment. We continually aim to the loan process easy and straightforward for our customers, and believe the answer lies in our high level of customer service...

  • Broker Assistant

    4 days ago


    Sydney, Australia Aon Corporation Full time

    Posting Description: - Fantastic opportunity to utilise your insurance experience in a global company - Provide insurance administration support for our global and corporate clients - Hybrid role - work from home and the office If you have general insurance experience, a passion for client service and an interest in developing your insurance career through...


  • Sydney, Australia Aon Corporation Full time

    Posting Description: Aon Affinity specialises in developing, marketing, and administering customised insurance programs and specialty market solutions for affinity organisations and their members or affiliates. This position sits within our Allied Health team. As an Assistant Account Broker, you will help our allied health sector clients deal with insurance...

  • Mortgage Broker

    4 months ago


    Sydney, Australia Abacus Finance Full time

    About company: Abacus Finance was established in 2004, with many years experienced in the financial industry. We aim to provide **12 out of 10 excellent services** to our clients. Our team is strong-willed and diligent in providing the best solution for our clients. Our company believes that solid knowledge and excellent service will bring each of our...

  • Insurance Broker

    4 days ago


    Sydney, Australia Recruit Shop Full time

    **EARN upto $80K pa + Super + Comms | Neg Based on Exp**: - **Join a Small Growth-Focused Team & Make a Difference**: - **Come and Hit the Ground Running and Earn Commissions!**: **About The Company**: Our client is an insurance broker in Sydney that always puts their clients first. They act as advocates for their clients when dealing with insurance...


  • Sydney, Australia SafetyCulture Full time

    **Partner Manager, Insurance Brokers**: - Sydney- Sales & Success - Partnerships /- Full-time Permanent /- Hybrid- SafetyCulture is a customer and product-led SAAS company, our mission is to help working teams get better every day, our technology platform and products give front line workers a voice and leaders the visibility to make smart decisions when...

  • Finance Broker

    7 months ago


    Sydney Western Suburbs, Australia HAYS Full time

    A Finance broker role offering progression, stability & development in a professional & supportive business **Your new company** This multi-faceted business offers diversified and integrated Advisory and Accounting solutions offering the lending division huge opportunity across residential, commercial and asset finance lending. The role of the Finance...


  • Sydney, Australia Frontline Full time

    South Sydney location or CBD - Great team environment - Onsite parking **The Client** Customs brokerage, freight forwarder who manages the end to end supply chain for a portfolio customers. Open to current Customs Brokers or senior Classifiers - either role is required. **The Position** *** Reporting to the Customs Manager you will be involved with: -...


  • Sydney, Australia Gow-Gates Insurance Brokers Full time

    **Position Title: Assistant Account Broker/Account Broker** **Team**: **Direct reports**:No direct reports **Reports to**: **Qualifications/ **- Working towards Tier 1 **Experience**: - Tertiary qualifications in a business-related discipline - Obtain and retain qualifications as determined by legislation from time to time in order to provide advice to...


  • Sydney, Australia Fuse Recruitment Full time

    **Sydney CBD NSW** **$65000 - $78000 per annum** **Full time** **Fantastic opportunity to start your career in the insurance industry!** Are you a highly organized and self-driven individual looking for an exciting opportunity in insurance?**Who you will be working with?** A well-established insurance brokerage, well known in the market for their...