Mortgage Broker Assistance/loan Processor

3 days ago

Chatswood, Australia Wealth Circle Pty Ltd Full time

About the Role and Key Responsibilities:
We are looking for a broker’s assistant who has a start-up mindset, high attention to detail, willingness to learn and can problem solve to be a part of our growing team.

However, we also welcome applicants with no experience as training will be provided.
**- Accounting background**
**- Fluent in both spoken and written English**
**- Cantonese or Mandarin speakers is a must.**
**- Competent in Microsoft Word, Excel, and a quick learner to Project and Task Management programs such as Notion.**
- Can detail briefs of client lending requirements and ensure all background information is sourced
- Can provide responsive and quality support to the Loan Writer
- Ensure all necessary administrative and procedural tasks associated with loan writing are carried out in an efficient (e.g. Data entry), expedient and professional manner
- Ensure the business and all deals meet current industry and aggregator compliance requirements
- Can perform preliminary credit assessments and evaluating potential loan serviceability
- Can present and workshop loan structures with lenders where applicable
- Can provide timely and accurate updates to clients on file progression
- Willingness to build rapport with staff, the clients and referrers of the business
- Can actively follow up any customer enquiries efficiently and professionally
- Can deal with and report any customer issues or conflicts professionally and attentively
- Maintain knowledge of core business areas so inquiries from potential clients can be redirected or managed when required
- Will support and communicate with the client during post settlement period
- Will complete all general office administrative tasks
- Will participate in training programmes as well as internal training and courses to ensure that you have the knowledge and skills to perform your best in this role
- Will participate in provided comprehensive training

What's in it for you?
- Long term commitment to building your knowledge and career in this industry.
- Great mentor program and post initial training period
- Salary will be dependant on your experience

**Salary**: $50,000.00 - $65,000.00 per year

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Chatswood, NSW 2067: Reliably commute or planning to relocate before starting work (required)

Work Authorisation:

- Australia (preferred)

  • Mortgage Broker

    2 weeks ago

    Chatswood, Australia all seasons. Group Full time

    **About the role** Join one of the fastest growing financial services companies in the area. **All Seasons Finance**, offering the role - Mortgage Broker Assistant / Loan Writer. This is a fantastic opportunity for an experienced professional looking to take the next step in their career within the competitive **mortgages** industry in the vibrant...

  • Mortgage Broker Trainee

    1 week ago

    Chatswood, Australia Wonderful Global Pty Ltd Full time

    **Are you ready to launch your career in mortgage broking with comprehensive training and support? Join our team! (this job is commission base only)** Wonderful Global Pty Ltd is excited to offer an opportunity for aspiring mortgage brokers to join our company under a free mentorship program. Whether you're new to the industry or looking to advance your...

  • Asset Finance Broker Assistant

    5 days ago

    Chatswood, Australia Overdrive Commercial Funding Full time

    **Job Details**: Asset Finance Broker Assistant Full-Time: Monday to Friday Onsite: Chatswood NSW Salary Package + Super **About Us**: Overdrive Commercial Funding, based in Chatswood, Sydney, is a leading asset finance brokerage firm. We specialize in assisting Australian business owners (ABN holders) across various industries in securing low-cost...

  • Loans Administration Officer

    3 days ago

    Chatswood, Australia Bank of Queensland Full time

    **About the Role** - Join the BOQ Team: Owner Managed Branch - Chatswood location - Full time opportunity within a supportive team - Public transport accessible Further, you will enjoy delivering exceptional customer service to our customer network, in line with BOQ audit and compliance requirements. Further, responsibilities will include: - Order...

  • Asset, Vehicle

    5 days ago

    Chatswood, Australia Overdrive Commercial Funding Full time

    **Job Details**: Commercial Asset, Truck, Vehicle & Machinery Finance Specialist Full-Time: Monday to Friday On-site OTE $188,800+ ( INC. Base + Super + Uncapped Commission: Comms paid at the end of every month) **About Us**: Overdrive Commercial Funding is an emerging asset finance brokerage based in Chatswood, Sydney. We assist business owners and ABN...

  • Collections Officer

    2 weeks ago

    Chatswood, Australia Westlawn Finance Limited Full time

    **Westlawn - Solutions driven, relationship growing, finance and insurance experts** Since 1964 Westlawn has provided financial services to customers across Northern NSW. Today we are a diversified financial services business based in the New South Wales Northern Rivers region with offices from Coffs Harbour to Murwillumbah and operations in Sydney,...

  • Debt Collections Officer

    1 week ago

    Chatswood, Australia Westlawn Finance Limited Full time

    **Westlawn - Solutions driven, relationship growing, finance and insurance experts** Since 1964 Westlawn has provided financial services to customers across Northern NSW. Today we are a diversified financial services business based in the New South Wales Northern Rivers region with offices from Coffs Harbour to Murwillumbah and operations in Sydney,...

  • Customer Relationship Specialist

    3 days ago

    Chatswood, Australia Overdrive Commercial Funding Full time

    **Job Details**: Asset Finance Relationship Specialist Full-Time: Monday to Friday Onsite: Chatswood NSW Salary Package + Super **About Us**: Overdrive Commercial Funding, based in Chatswood, Sydney, is a leading asset finance brokerage firm. We specialize in assisting Australian business owners (ABN holders) across various industries in securing...

  • Business Banking Manager

    1 week ago

    Chatswood, Australia Westpac Full time

    High performing team within our $3M space - Opportunity for someone to step up from small business lendingChatswood based, with working flexibility **How will I help?** As a Business Banking Manager, you will be critical to achieving Business Bank’s vision of helping make Australian businesses stronger. You will hold strong, lasting relationships with...

  • Assistant Relationship Manager

    3 days ago

    Chatswood, Australia Westpac Full time

    Create your best future and join Westpac as an Assistant Relationship Manager. **What’s the role?** In this exciting role, you'll work hand-in-hand with Relationship Managers to nurture and grow our commercial client relationships. You'll dive into everything from credit submissions and deal structuring to financial analysis. Based in Chatswood, NSW, this...