About Us: We are a family-owned company that cares deeply about our employees, both professionally and personally. This is a career with ample opportunities for growth and development.
At Brokerage & Co., we are a family, here to support each other in every way. We work hard and we love to have a great time in the office. We are seeking someone who shares our vision and passion.
For the right candidate, unprecedented career growth awaits. We are determined to see you flourish and succeed.
Our Vision and Values: Vision: To become the industry leader in finance and guidance.
Values: Client for life mentality, seamless experience, partnership, care, and attention.
Career Progression:
Opportunities: Growth within the company, career progression, and personal development
About the Role: We are looking for a go-getter, someone with drive, proficiency, well-presented, and a positive attitude to support a busy finance brokerage on a full-time, in-office basis.
Key Responsibilities: Engage regularly with Brokers Build rapport with clients Solicit information proactively to expedite the loan processOptimise client satisfaction Liaise with our Mortgage Brokers, Lenders, Clients, and key stakeholders Guide clients through the loan application process Process applications from broker handover to loan approval Perform data entry into CRM systems and use computer software and applications Gather and process documents Assist brokers with tasks such as discharges, pricing, policy, and servicing About you: Joining the Brokerage & Co. team, you will be eager to assist clients and tailor solutions to
meet their financial aspirations. Your role will require a keen eye for detail and strong organisational skills to effectively manage the mortgage broker's schedule and facilitate smooth transactions
Required Skills:
Excel in a fast-paced environment Problem-solving abilities Work independently and as part of a team Relevant experience in customer service and/or a Banking/Broker Support role Tech-savvy - able to navigate new software and applications Strong customer focus with a positive, can-do attitude Excellent communication skills and dedication to setting realistic client expectations Strong problem-solving skills Required Knowledge & Qualifications:
Experience in lending, sales, or customer service is highly regardedAggregation experience with Loan Market is highly regardedStrong commitment to being part of a dynamic team and driving the growth of a thriving mortgage broking businessWhat we offer: A locally owned and operated company A close-knit and friendly team environment Round-the-clock support Ongoing training and professional development Competitive compensation Opportunities for career advancement within the company Company Culture:
• We pride ourselves on a strong company culture and ensure all employees fit well into the group dynamic.
• We care about our employees not just in a professional setting but also on a personal level. We foster a supportive and inclusive environment.
Employee Value Proposition:
• Fun, welcoming work environment
• Opportunity for growth and development
• Attendance to industry events
• Team building and bonding activities
• Competitive compensation and benefits
• Round-the-clock support and ongoing training
Impact and Purpose:
This role is vital to our business. You will work hand in hand with our CEO and founder, and our Executive Support Specialist. Your contributions will be highly valued, and you will play a crucial role in helping our clients achieve their financial goals.
Take the next step in your career with Brokerage & Co. a place where your efforts and achievements are recognised and rewarded. Join us on our journey to become the industry leader in finance and guidance.