Established in 2005, Logic Finance has grown over the years to now include all aspects of finance, including commercial, business, residential or vehicle finance. This is a great opportunity to be part of a dynamic team who provide a boutique finance service for professionals and businesses.
The role:
We are seeking a full-time Support Manager. You will work alongside a number of experienced Mortgage Brokers. As part of this role, you will have a good understanding of lender products and policies, and previous experience in packaging loan applications is required.
Your previous experience will enable you to handle complex applications including those for business owners and company and trust structures.
We offer a balanced work from home/office arrangement, focusing on all team members having a sound work/life balance.
Your job role will include, but is not limited to:
* Liaising with clients
* Lender research
* Servicing
* Packaging of applications
* Application tracking
You will also work alongside a dedicated Support Officer (your own assistant!).
You will team up with brokers that have a minimum of 10-20 years experience in the industry.
For the right person, we offer a competitive salary based on your experience within the industry, which can be negotiated in various options.
We are open to discussions about part-time or hybrid roles (i.e., Support Manager + Broker agreement).
There is an opportunity to transition into a Mortgage Broker position for the right candidate.
Job responsibilities:
* Initial welcome contact with new and existing clients
* Complete initial serviceability assessments
* Research lender policy and options for new scenarios
* Documentation and data collection
* Maintaining and updating the CRM database (MyCRM)
* Loan packaging through to lodgement on ApplyOnline
* Commission claims
* Post-settlement checklist and compliance
* Existing client maintenance (e.g., variations, pricing, valuations)
* Managing new and existing referral partner relationships including attending regular meetings
* Assistance with generating new business
* Managing existing and new client relationships
Skill sets & Attributes:
* Relevant Broking/Loan Support Officer experience (3+ years)
* Previous handling of complex applications (mandatory)
* Diverse lender product knowledge
* Full understanding of residential lending
* Understanding of vehicle and commercial finance (preferred but not essential – training can be provided)
* Experience with MyCRM software, or similar (preferred but not essential)
* Experience with ApplyOnline
* Strong attention to detail
* Sense of urgency and ability to complete tasks within time-frames
* Experience with submitting complex and self-employed applications (preferred but not essential)
* Strong focus on sales, settlements, and growing business
* Ability to show initiative
* Confidence to work unsupervised
* Ability to make quick decisions to keep applications progressing
What we offer:
* Business laptop provided
* Flexible work from home and office arrangement
* Competitive salary + options
* On-going training and support
* An office of experienced brokers
* Professional office facilities in Norwood
Please make sure to cover your relevant experience in your CV.
Your application will include the following questions:
* Which of the following statements best describes your right to work in Australia?
* Have you completed a qualification in finance?
* How many years' experience do you have in the financial services industry?
* Do you have a Certificate IV in Finance & Mortgage Broking?
* How many years' experience do you have as a mortgage broker?
* Do you have experience working towards targets and KPIs?
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