Broker Support officer
1 week ago
Immediate Start – Broker Support Assistant
RD Finance Solutions is a boutique, award-winning finance brokerage established in 2016, located in Burpengary East.
We pride ourselves on putting clients first, tailoring outcomes to suit their individual needs and goals. Thanks to our continued growth and reputation, we are looking for a reliable and dedicated Broker Support Assistant to join our small but professional team.
This role will suit someone who is hard-working, honest, organised and people-focused. You'll work closely with our Senior Broker to deliver an exceptional client experience from first enquiry through to settlement.
Finance industry experience would be an advantage, but it's not essential – full training and mentoring will be provided.
About the role:
- Fulltime employment, 38 hrs each week
- Working Hours are between 8.00am to 5.00pm Monday to Friday (flexible)
- No weekends - ever
- Work from home 1-2 days each week
- Annual salary $65,000 - $85,000 + super + bonuses
- Be the main point of contact for clients, keeping them updated throughout their loan journey
- Liaise with brokers, clients, lenders, and solicitors
- Compile and prepare loan documents for lodgement
- Order valuations and prepare compliance documents
- Support rate reviews for customers
- Answer inbound calls with professionalism and warmth
- Assist with social media marketing using Canva
- Use MyCRM daily
About you:
- Trustworthy, reliable and committed to high standards
- Strong written and verbal communication skills
- A genuine people person with a friendly phone manner and positive attitude
- Excellent attention to detail, time management and multitasking skills
- Tech Confident (Word, Excel, PDF, Canva)
- Typing speed 50+ wpm with high accuracy
- Quick learner, problem solver and team player
If you enjoy working in a small but growing home office environment, are self-driven, and value honesty and reliability as much as we do, we'd love to hear from you.
An attractive remuneration package will be offered in line with your skills and experience.
Please email your CV and answers to the following questions to;
- Do you prefer working in a structured environment with clear routines, or in a flexible environment where priorities can change quickly?
- What attracted you to RD Finance and this role in particular?
- What skills or strengths do you feel you'd bring to support both clients and the broker?
- Tell us something interesting about yourself that isn't on your CV.
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