Finance Advisor

We a well-known broking business in South Australia. Our clients are from all parts of Australia, working closely for a seamless finance journey.

Our aim is to provide best financial services to the customers. Providing and helping customers to meet their financial objectives and goals.

Our services include;
- Home Loans
- Car Loans
- Personal Loans
- Asset Finance
- Business & Commercial Loans

We are looking for highly motivated and passionate people to join our team. You will thrive in this exciting role with a national leading broker. We strive on a very high client focus and exceptional customer service to all our clients.

**Key Responsibilities**
- Observing and keeping track of lending products, trends and researching and developing loan strategies with team members.
- Interviewing clients to explain mortgage policies, fees, requirements and risks associated with finance; understanding customers’ needs to help them achieve their financial goals.
- Analysing clients’ financial requirements, checking client’s borrowing capacity and initial credit assessments to recommend combination of loans available in the market, advising and developing different finance options and products available to meet clients’ goals & objectives
- Completing fact finds and collecting relevant supporting documents, checking and validating loan documents including home loans, car loans, personal loans and asset/ equipment finance, compliance check on all files regularly and submission for accuracy.
- Recognizing and advising significant risks associated with mortgages.
- Providing advice on complex financial requirements including residential, commercial, business and equipment finance, preparing and ordering property valuations and land title searches
- Liaising with banks, accountants, conveyancers/ solicitors, real estate agents and dealers to ensure smooth lending experience and settlements are met on time.
- Providing follow-up service to ensure customers keep up to date with the loan process and requirement.

**Requirements**:

- 2 - 3 years minimum experience of mortgage finance broking industry
- Exceptional communication skills (verbal & written)
- Strong Microsoft Office & data entry skills
- Ability to work well both independently and within a team environment
- Loan processing and credit analyst experience
- Bachelors in Business or related field
- Certificate IV in finance and mortgage broking

**About you**:

- Highly motivated, passion to help clients achieve their financial goals and building relationships
- Strong understanding of mortgage lending credit policies, processes and products
- Sound knowledge of the National Consumer Credit Act (NCCP)
- Good communication and problem-solving skills
- Strong attention to detail with positive ‘Can Do’ attitude
- Desire to grow with in our business
- Good communication skills

**Salary**: $65,000.00 - $72,000.00 per year

Schedule:

- 8 hour shift
- Monday to Friday

Ability to commute/relocate:

- Blair Athol, SA: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor Degree (required)

**Experience**:

- Mortgage servicing: 2 years (required)

Work Authorisation:

- Australia (required)

Work Location: In person