Finance Broker Support

6 days ago

Perth, Western Australia PKF Perth People Development Platform Full time
Description

PKF Australia is a nationally recognised, award-winning mid-tier accounting and business advisory group, made up of independent firms that tailor their services to meet the unique needs of each client. With over 40 years servicing the WA business community, our Perth practice is locally owned and globally connected.

Why PKF Perth?

We offer generous remuneration and are continually assessing our team member benefits to ensure we are competitive in the market.

We offer all team members flexible working options and are always happy to hear ways we can improve our processes.

We offer funded professional training and development for courses with a strong link back to career growth and the needs of our Strategic Plan.

We have an excellent reputation in our growing team for having a fun, vibrant social culture with a very active social club and People and Culture Support Team on board. We value input and want to hear from our team.

About the Role

The role will provide support to the Finance Broker on a portfolio of clients across a variety of industries which gives a good basis for career development.

Our clients work with us because we provide a holistic approach, ensuring that we work cohesively with the clients, accountants and financial planners.

Key Responsibilities include:

  • Processing and submitting home loan applications once lender submission has been prepared by broker and notes provided.
  • Taking ownership of loan applications from submission to settlement.
  • Working closely with the mortgage brokers through the loan process.
  • Ordering of valuations and submission of pricing requests.
  • Post approval and settlement care to clients.
  • Preparation of loan documentation or broker to sign up with clients.
  • Liaising with lenders to achieve finance approval by assisting the finance broker as they work through approval conditions.
  • Supporting clients post-settlement, conducting interest rate reviews end to end, and dealing with general enquiries regarding their lending.
  • Collaborate with the Broker to maintain the trail book, conducting annual reviews and managing product variations.
  • Provide general administrative support to the Finance Broker, ensuring smooth day to day operation.
  • Maintain effective communication with referral partners, lenders and settlement agents to facilitate the loan application process.
  • Screen and handle phone calls, inquiries and meeting requests.
  • Assisting with getting brokers accredited with lenders.


Skills And Experiences

What We're Looking For

You will have had some experience in a finance broking support role, and have an understanding of the lending processes, timeline and banking processes.

You will be able to demonstrate through examples, a proven track record in a similar support role.

The ability to write well and communicate proactively and clearly is essential to this role.


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