In-Demand Broker support & client services officer Jobs in Melbourne Vic

Mortgage Broker Support & Client Services Officer
Engaged Finance —Yarraville VIC
- $35,000 - $60,000 a year
- Part-time
- Office
- Administrative experience
- In-person
Quick Apply
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- $70,000 - $75,000 a year
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- Full-time
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- Full-time
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Mortgage Broker Support & Client Services Officer

Engaged Finance
Yarraville VIC

Quick Apply

Job Details

Part-time | Full-time
$35,000 - $60,000 a year
9 days ago

Benefits

Transportation links

Qualifications

Administrative experience

Full Job Description

We are seeking an organised, proactive and client-focused Mortgage Broker Support professional to join our small team in our Yarraville office.

This role would suit someone with mortgage broking, banking, lending or financial-services administration experience who enjoys helping clients, managing applications and improving the way a business operates.

The position is available on either a part-time basis of at least three days per week or full-time, depending on the successful applicant.

About the role

You will work closely with our mortgage broker to help manage loan applications from initial enquiry through to settlement.

Your responsibilities will include:

Preparing and packaging residential loan applications
Collecting, reviewing and organising supporting documents
Providing regular updates and customer service to clients
Liaising with lenders, assessors and lender BDMs
Ordering credit reports, property valuations and other application requirements
Monitoring applications and following up outstanding items
Assisting with loan settlements and post-settlement tasks
Improving internal processes, checklists, templates and client communications
Maintaining accurate CRM and file notes
Assisting with basic content creation and marketing activities
Preparing settlement gifts and helping create a positive client experience
Providing general administrative support to the team

About you

You will be someone who:

Is highly organised and able to manage competing priorities
Communicates professionally and confidently with clients and lenders
Has strong attention to detail
Takes ownership of tasks and follows through
Is comfortable learning new systems and technology
Enjoys identifying ways to improve processes
Works well independently while contributing to a small team
Has a positive, practical and solutions-focused attitude

Previous experience in mortgage broking, lending, banking, conveyancing, finance or a similar administration role would be highly regarded.

Experience using mortgage-broking software, lender portals, CRMs or document-management systems would also be beneficial, but training can be provided to the right person.

What we offer

Part-time or full-time employment
Minimum three days per week for part-time applicants
A dedicated workspace in a large Yarraville office
A small, supportive and approachable team
A vibrant office environment, including a table tennis table
Variety across lending, customer service, operations and marketing
Opportunities to improve systems and contribute ideas
Close proximity to public transport
Ample surrounding street parking
Training and development within the mortgage and finance industry

Pay: $35,000.00 – $60,000.00 per year

Application Question(s):

What are your preferred working days and hours?
Are you seeking part-time or full-time employment?

Work Location: In person

Quick Apply

Refine Your Search

broker support & client services officer jobs in melbourne vic

Mortgage Broker Support & Client Services Officer

Insurance Broker Support Administrator

Insurance Broker

General Manager - Corporate and Commercial

Client Manager - Workers Compensation

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