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ABOUT THE COMPANY: The company is a fast paced ambitious Mortgage Broking Business. They are well known in the market and are a popular household name. They have helped thousands of Australian families compare their current home loans and save thousands of dollars a year.  The business has almost doubled in size in the last year and are looking to expand again. They really value their culture and place upmost importance on a great work environment where people are making a difference every day.  The role itself is located just outside of the city with public transport on its doorstep and free parking available. THE ROLE: An opportunity has opened up for a Broker due to the volume of leads and growth of the business.  If successful, you would be meeting with clients face to face, learning more about a customers current loan product, what they value in a home loan and helping them see the value in comparing their current loan with a free consultation. Ultimately you are helping clients save thousands of dollars a year with a more cost effective loan product and guiding them through the process of changing over. The role provides you with a minimum of 15 qualified APPOINTMENTS per month. WHAT YOU WOULD BE DOING?: The main duties would include: Meeting clients across Melbourne in their homes or at the office. Identify and assess customer needs and go above and beyond to satisfy those needs. Build relationships and trust with customers through open and interactive communication and effective questioning. Understanding the loan process and choosing a suitable product based on what they require and what is important to them. Submitting documentation and assessing clients eligibility to change over.  How can I tell if this is for me? If this sounds like you then please apply: Exceptional communication and presentation skills. Strong ability to build customer relationships. Proven ability to effectively resolve customer issues. Familiarity with CRM systems. Ability to handle objections. Ability to travel - must have your own car. Flexibility with hours - appointments tend to be after hours. Be able to learn from your mistakes. What’s in it for you? A friendly, fun environment. Career progression - one of the countries fastest growing Brokers. Involvement in company events with major sponsors - includes soccer and basketball games!

Exceed Financial Solutions is a young, dynamic Mortgage Broking business operating in Brisbane’s outer Northern suburbs for five years.  Due to growth and a restructure to our business, we find ourselves in need of assistance from an intelligent, enthusiastic Junior Broker/Loan Processor who would like to be a valued member of a very supportive team.  Qualified leads and booked appointments provided with generous rewards for self-generation and comprehensive back office support.  If this role interests you and you meet the following criteria, please email karen@exceedfs.com.au in the first instance. We require you to have Certificate IV in Finance (Mortgage Broking) Preferably six months experience as a Mortgage Broker Pass a National Police Check Suitable credit check This role offers a base salary and bonuses that will be negotiated with the successful candidate, commensurate with skill level and experience.  This is initially a part-time role moving quickly to full time within a few months.  If this sounds like you and you are interested in working in a friendly, boutique family business that values integrity and service, please get in touch.  We need you to be ready to start early January.

Broker Customer Service Officer Job Responsibilities: Provide friendly, confident and informative loan status updates, product and service information; resolving credit and settlement escalation issues. Customer Service Officer Job Duties: Call clients to provide an update on application status Assist client liaising with bank on their behalf to source updates and information as required in a timely manner. Maintains customer records by updating account information. Call existing clients to follow up and make sure they are receiving all the care and assistance they need. Act as a liaison between the loan processing team and our clients, explaining any additional bank requirements that may arise during the application process. Escalate files with stakeholders to ensure urgent files are looked at quickly and settled on time. Ensure all files are tracking within Service Level Agreements Customer Service Officer Skills and Qualification s: A desire to genuinely make people happy Basic knowledge of accounts and loan types, Strong Communication Skills, Problem Solving, Lateral Thinking, Listening, Phone Skills, Resolving Conflict, Analyzing Information   Requirements Minimum 2 years experience in a banking / broking customer service or loan affiliated role Please ensure you have an update to date resume and 2-3 references! 

  Flexible work hours 25 – 40 hrs per week Northern Beaches location Become part of an energetic & dynamic business Seeking an experienced client service and administrative assistant to work in our mortgage broking business. Located in Brookvale in Sydney’s Northern Beaches, we provide residential and commercial loan advice to our clients. We offer a relaxed, small team, office environment although maintain high standards of professionalism as we are a very customer focused team. This is an excellent opportunity for a candidate looking for flexible work arrangements.   The key responsibilities of this role include: Database and client relationship management. Client, lender and business contact liaison. Complete file management and follow ups. General office duties and assisting when needed.   The successful candidate will demonstrate: A high level of professionalism at all times. Excellent verbal and written communication skills. Ability to work effectively with multiple tasks in a dynamic fast paced work environment. High attention to detail and accuracy is critical. Strong computing skills and ability to learn quickly. The successful candidate will also be highly organised and results orientated and the ability to work autonomously and use initiative. Banking & finance experience preferred. Knowledge of Salesforce or Podium applications will be highly regarded. Please submit your resumes and covering letter to Katherin at katherin.dermanis@nectarmortgages.com.au