At SEIVA we offer so much more than a job… we offer a workplace that is like family. Leaders that have their staff's best interests at heart… a supportive team and plenty of personal and professional development opportunities.We are looking to grow our family, with a Broker's Assistance to join our finance section of our expanding business.What we are looking for...We are looking for an incredible talent to work as the backbone of the operations, ensuring the smooth and efficient processing of mortgage applications.In this role, you will be supporting the Mortgage Brokers and would be required to exhibit exceptional attention to detail and a commitment to providing the best experience for our clients.About the role:In this role you will be responsible for:Coordinating the end-to-end mortgage process for clients from loan submissions through to settlementBeing the centralised point of contact for our client base, working closely with brokers to support themLiaising with clients, lenders, and referral partners to ensure smooth communicationsGuiding clients through the loan application process, managing documents and applicationsProviding guidance to clients on lender policies for selected productsPerforming data entry into CRM systems and using various software applicationsAssisting with tasks like discharges, pricing, policy, and servicingAbout You:The right person for this job will have:Previous experience in an administrative, broker assistant, banking, or finance roleA strong understanding of self-employed, PAYG, SMSF, and Trust structuresExperience with LMG mortgage aggregator or My CRMA strong client focus, positive attitude, and curiosity to understand the 'why' behind daily operations in the broking industryExcellent communication skills, with the ability to set realistic client expectationsA data-driven mindset, capable of gathering and processing client information accuratelyTech-savvy, with the ability to quickly learn and navigate new software applicationsThe client, always, at the centre of your thinking.A Cert IV in Mortgage Broking would be highly desirable.About us:We're Business, Accounting, and Wealth Experts, but probably not the kind you're used to. Forget the image of suits and ties and every preconceived idea you had about Accountants. We are a young and dynamic team, all as expertly brilliant and hard-working as the next. And whilst we excel with numbers (pun intended), we know we're in the business of people.We service ambition. And we are devoted to helping business owners define and achieve whatever success looks like to them. Together, we make it happen, one step, and bottle of champagne, at a time. When it comes down to why we do what we do; we make our clients happier. We rid them of their pressure points and provide them with control and clarity. And yes, we're super proud of it.If you've made it this far and are keen to apply, here's what to do next:Get your resume sorted and send to us, along with:A cover letter that includes information about you and your work history in a more conversational style than your resume.Some inspiration for what to include in your cover letter includes; what brings you joy at work, your favourite achievements (personal or professional), or what your best 'ah-ha' moment has been.
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