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Brokers Associate

2 months ago

Brisbane, Australia Vincents Full time

**Introduction**:
About us

Vincents, we see the world from every angle.

Within our professional services firm is a dedicated lending division, Vincents Lending Solutions. Our team are uniquely equipped to address the multifaceted financial needs of individuals, small businesses, and corporate entities. We partner with clients to become their new business consultants, transcending the transactional relationship of traditional lenders.

We are committed to understanding our client’s unique financial landscape, deep diving into their needs and goals to craft a personalised financing strategy.

Our shared purpose is to provide our clients with a clear direction when they need it most. Our mission and core values provide the guiding principles for our people - extraordinary client service, continuous improvement, celebrate success and one Vincents team.

**Description**:
About the role

Vincents Lending Solutions specialise in simplifying finance and providing expert guidance. Our team are experts in business finance, personal lending, and debt advisory.

As we continue to grow, we offer an exciting opportunity for a Broker's Associate to join our Brisbane-based team. In this role, you will play a pivotal part in providing essential support to Finance Brokers and Directors, facilitating efficient administration, enhancing customer experiences, and managing loan lodgments and approval processes. This position is ideal for individuals keen to expand their expertise in lending solutions while working within a supportive team that values continuous professional development. We are open to considering applicants seeking flexibility and interested in being engaged on a part-time basis.
- Collate and verify loan documents, while processing a high volume of data entry and maintaining data management systems
- Maintain and build client relationships to achieve a high standard of service, facilitating the booking and finalisation of settlements
- Provide post-approval and settlement care to customers, ensuring a smooth and positive experience.

**Skills and Experiences**:
About you

While experience in banking, finance, professional services, or customer service is advantageous, it is not necessary
Familiarity with mortgage products and processes is preferred but can be taught
Demonstrated proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
Strong written and verbal communication skills
Structured, process-oriented, and organized approach with high attention to detail
Ability to work autonomously, exhibit initiative, and maintain a strong customer focus with a positive, can-do attitude
Strong time management, problem-solving, and planning skills.

About the Vincents experience

Our people are our greatest strength. Some of the ways in which we support you include:
Flexible and hybrid working options to support you, your team, and your clients in the most meaningful way
An additional day of leave a year - VinDay - to use however you choose
A flat leadership structure that has a genuine open-door policy alongside a supportive and friendly work environment
Ad hoc bring your dog into work days
A Learning framework to support your technical, operational, interpersonal and leadership growth and development on an ongoing basis
Support with formal accreditations, relevant courses, or post graduate study
Regular learning programs around employee wellbeing alongside an Employee Assistance Program for you and your immediate family
A nominated People Experience Team who drive our firmwide People Engagement Plan
Retail and wellbeing benefits through our workplace benefits platform
A competitive employee referral program to enable you to be rewarded for introducing talent into our business
A client referral incentive program that rewards you for the growth of our business.
Monthly 1-1s with Directors to help you with personal and professional development
An active social calendar of regular formal, informal and I&D events

We’re committed to building a diverse, inclusive and equitable community for everyone at Vincents.

Vincents is an equal opportunity employer. If you feel you do not meet some of the expectations listed above, but find the role interesting, we would still like to hear from you.

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