Finance Assistant

2 weeks ago

Albury Area, Australia Anka Finance Solutions Full time $60,000 - $80,000 per year

What We're Looking For

• Strong customer service mindset with excellent communication skills

• Able to complete tasks efficiently and on time

• Confident using Microsoft Excel (including formulas, pivot tables, and data analysis), Word, and other high-volume systems

• Strong organisational skills and attention to detail

• Ability to learn quickly and work well under pressure

• Experience in lending or banking

• Cert IV or Diploma in Mortgage Broking is desirable but not required

• Ability to pass background checks and meet regulatory requirements for financial services

What You'll Be Doing

• Go above and beyond to deliver an outstanding client experience

• Verify and organise mortgage application documents (income, employment, credit reports, etc.)

• Collect and review all required documentation to meet lender requirements

• Ensure compliance with all internal and regulatory policies

• Accurately enter and maintain client and loan data across systems

• Act as a key liaison between clients, lenders, solicitors, and conveyancers

• Manage loan timelines, follow up on outstanding items, and provide regular updates

• Work with internal teams and support knowledge sharing

• Assist with issue resolution during application processing

• Daily admin duties: email management, phone follow-ups, scanning, filing, using bank calculators and portals

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