Broker Associate

We are a dynamic and growing mortgage brokerage firm based in Point Cook, seeking a Broker Assistant to support our team with administrative tasks and ensure we can continue to deliver positive customer outcomes and experiences.

We are considering Full-time support for this role!

Duties: Be involved in delivering exceptional service to the customer throughout the lodgment and settlement process. In this role, you will also be responsible for:

• Answering all incoming calls and redirecting them to the appropriate team member
• Making outbound calls to warm leads generated through our referral partners to collect information and book in appointments with our Broking Team
• Calling existing customers from our database to stay in touch and generate new business
• Customer Relationship Management
• Ad hoc administration - ordering valuations, pricing with Lenders

Skills and Experience

• Experience working in the finance industry or in customer service is highly regarded but not required
• A high level of professionalism at all times
• Excellent verbal and written communication skills enabling the candidate to deal effectively with the business partners, broker team and clients
• Excellent work ethic and 'can do' attitude
• Ability to work efficiently in a high-pressure and volume, dynamic team environment
• High attention to detail and accuracy
• Strong data entry skills are essential, and the ability to learn quickly
• Highly organised & proficient at multitasking

Culture

• We run a collaborative and team-oriented environment where we are focused on achieving goals and maintaining a positive attitude. We take great pride in celebrating employee successes and place a huge emphasis on employee development and career growth. Our commitment to quality is as a result of the strong work ethic and meaningful relationships we have built with colleagues. 

Benefits

• Work from home!
• Industry-leading tech to make you save time and assist with productivity