Role Perspective:
As a Broker Support at Infinity Group, your pivotal role is to bolster Finance Brokers in exceeding client expectations. Utilise extensive business development support to assist in crafting personalised financial strategies that meet individual client needs. Deep dive into clients' financial landscapes, conducting comprehensive assessments of their assets, liabilities, and investments. Collaborate with Finance Brokers, assisting them to design strategies that ensure exceptional financial success for clients. The role revolves around managing loan applications and their supporting documentation, ensuring timely submission to lenders. It involves maintaining consistent communication with lenders, clients, and third-party professionals while delivering exceptional customer service. Additionally, identifying business opportunities and adhering to policies and regulations are essential aspects of this role.
About Us:
Infinity Group is led by our visionary founder, Graeme Holm, who has graced the stage alongside legends like Tony Robbins, Robert Kiyosaki, David Goggins, Gary Vaynerchuk, and the esteemed Sir Richard Branson! Holm's trailblazing methods have captured the attention of industry giants, setting us apart in revolutionising financial strategies.
About You:
You are proficient in consumer lending and related financial products (e.g., mortgage loans, property management, construction). Your attention to detail is impeccable, ensuring compliance with regulations at all times. Handling high work volumes under tight deadlines is second nature to you, maintaining efficiency while consistently delivering quality results. Your communication skills, both verbal and written, are exceptional, coupled with a strong service ethic and keen attention to detail. You navigate MS Office and client software systems effortlessly. You are available to work weekends as needed.
The Opportunity Awaits: Join us as one of the team members at our Wollongong branch. Immerse yourself in a vibrant community fostering growth and connections. Above industry standard competitive salary and benefits package for accelerated financial freedom. Abundant opportunities for professional growth and development. Experience an inclusive workplace promoting strong relationships. Be part of a respected financial institution shaping an impressive legacy.
At Infinity Group, our priority is empowering clients through financial education. Join us if you're passionate, accredited, detail-oriented, and available for weekend work. Let's make finance an exhilarating journey together!
Key Responsibilities & Accountabilities: Ensure clients' expectations are surpassed. Collect, organise, and submit loan applications while ensuring completeness and accuracy of supporting documents. Liaise with lenders, maintaining consistent communication to facilitate timely assessment of applications and influencing processing timelines. Act as the main point of contact for clients, providing updates on application progress and proactively addressing additional documentation needs. Communicate with professionals like conveyancers, real estate agents, accountants, valuers to facilitate smooth loan processing. Efficiently manage client data within CRM systems, navigating the loan portal 'Apply Online' for application submissions. Verify documentation for accuracy, validity, and compliance with policies and legislation, ensuring thorough understanding of loan products and policies. Provide exceptional service, verify supporting loan documentation, follow up on incomplete documentation, and maintain regular client communication. Perform basic income calculations, assist with loan sign-ups, conduct initial borrower appraisals, and prepare annual review meetings for clients. Manage the client experience from application to settlement. Identify business opportunities and influence processing timelines. Develop a thorough understanding of loan products and policies. Qualifications: Cert IV in Financial Services, Mortgage Broking (Preferred but not essential). FBAA/MFAA Accreditation (Preferred but not essential). Clear Police & Credit Report (Mandatory). 2-3 years industry experience (preferred although not essential). Please be aware that this position is a full-time on-site role and work from home arrangements are not an option. Successful candidates must be prepared to work exclusively from the office in the Gold Coast.
Join us in implementing the Infinity Group Rapid Repay approach and transforming lives! Apply now to become part of our dynamic team at Infinity Group, where financial innovation meets client empowerment.#J-18808-Ljbffr