근무지역 Suite 704-705, 22 Market Street, Sydney NSW 2000 (Sydney city)
모집부문 Mortgage Broking / Insurance Support
담당업무 Mortgage Broker Support
근무형태 풀타임
경력구분 3년~4년
모집인원 제한없음
연령제한 0 - 0 세
학력구분 무관
성별구분 무관
비자조건 영주권
모집요강
안녕하세요
시드니 CBD 에 위치한 사무실에서 구인 예정으로
하기사항 참고하셔서 [email protected] 으로 지원 부탁 드립니다.
한국 사무실이 아닌관계로 모든 업무와 지원은 영문으로 가능합니다.
Mortgage Broking / Insurance Support
- Salary Package $50k to $60k plus commission
- CBD Modern Office
- Must be PR or Citizen
About us:
Capton Finance (a subsidiary company of Linton Advisory Group) is a highly passionate firm offering services of Business Advisory, Accounting and Tax, SMSF strategies, Mortgage Finance/Insurance, and Virtual CFO.
Based in the Sydney CBD we are highly passionate about helping high net worth individuals and SME owners to maximise their wealth creation strategies and to increase their business values through our holistic approaches.
Why join us?
? Competitive salary packages offered (with annual reviews)
? Fantastic opportunity for promotion to a mortgage broker
? Potential commission incentives available dependent on sales leads
? Be part of a boutique multi-disciplinary firm in the Sydney CBD
? Learn from a Managing Director with a proven firm track record
? Opportunity for growth to Mortgage Broker level opportunities
? Modern and vibrant office
? Face-to-face exposure with clients
? 80% Mortgage / 20% Administration Support
About the opportunity:
We are currently seeking an energetic, career driven Mortgage Broker Support to join our fantastic mortgage division within the company.
The role offers a fantastic opportunity to develop into a mortgage broker.
Skills to excel in this role:
? Full Australia work rights.
? Ideally with para-planner experience is preferable.
? 3+ years’ experience in mortgage broking, Insurance Processing and Administration.
? Ability to interpret a set of financial statements and tax returns and Business Group Structure .
? Excellent time management skills with high attention to detail.
? Cert IV or diploma in mortgage & finance is desirable, but not essential.
? Excellent written and verbal communication skills and fluency in English
Duties include (but not limited to):
Administration & Compliance:
? Prepare and follow up of loan documentation from start to completion.
? Ensure lender application forms and associated documents are accurately correlated and submitted.
? Assist the Mortgage Broker to ensure that all annual internal Mortgage related compliance documents are updated and submitted on time (eg. PI renewals, FBAA etc).
? Ability to analyse & interpret client documentation eg. Tax returns and financial statements.
? Experience in completing serviceability tests with appropriate lenders.
? Maintain the Brokerage CRM system.
? Provide administration and general office duties such as filing, scanning documents and data entry.
Communications & People:
? Communication with external parties such as banks, solicitors, and other loan-related contacts
? Update clients throughout the entire loan application process
? Work closely with the Mortgage Broker and Accounting Team on a daily basis
? Provide administration and general office duties such as filing, scanning documents and data entry
Business Development:
? Assist the Broker to build the Mortgage Finance division through Networking, Prospecting and Selling.
? Establish business relations with individual and referral sources for the purpose of generating leads.
The application form will include these questions:
? Which of the following statements best describes your right to work in Australia?
? Do you have experience in an administration role?
? Do you have a Certificate IV in Finance & Mortgage Broking?
Mortgage Broking / Insurance Support 채용공고
50000-60000/연봉
