Are you a local advocate for the community in the Goulburn and the Southern Tablelands and either looking to progress your finance career or looking for a career change?
Are you passionate about helping people reach some of the biggest milestones from personal lending through to property acquisition?
Are you looking for a fast-paced high momentum work environment sitting alongside a strong and supportive team and process across two fantastic locations with a clear roadmap for growth and success?
We need to speak with you.
Who We Are?The business is a dynamic and progressive company within the finance and home loan sector, known for a strong reputation in the Southern Highlands and Southern Tablelands. We have been nominated for multiple industry awards, showcasing our obsession for excellence.
Our team led by Robert Simpson brings together cutting-edge software, process and tailored services that deliver exceptional results for our clients. Plus an obsession for growth.
The Role: We are looking for enthusiastic sales-minded professionals to join our Goulburn office in conjunction with our Bowral location. In this business and working alongside Robert Simpson, you will provide crucial support and work closely with a diverse range of clients.
You'll play an essential part in adding value throughout the entire local community, with the opportunity of career progression within the business and potential of senior roles. We are looking for a local star with an obsession for growth and success.
Key Responsibilities: Preparing and submitting home loan applications.Analyzing and processing financial documents for clients.Liaising with clients, lenders, and stakeholders to ensure documentation is complete and accurate.Ensuring compliance with industry standards and regulations.Managing client files and assisting in maintaining workflow for timely processing.Requirements: Strong sales skills. Past experience would be an advantage.Approachable nature.A passion to grow personally and through the business.Strong organizational skills with a keen eye on detail.Ability to work independently and as part of a fast-paced team.Competence in numeracy and literacy.Cert IV and Diploma in Finance and Mortgage Broking is desirable but not required.A local advocate for the community.What We Offer: Full training and opportunities for professional development and career growth, including a clear pathway to a senior role.Access to training and certifications if required.Ongoing mentorship and guidance from experienced brokers and admin support within the team.A supportive and collaborative team environment.If proven success within the brokerage industry, full backend admin support.Market leading remuneration through salary and commission structure.The opportunity for growth within the business through the 2 to 3 year roadmap.This is a fantastic opportunity that has recently presented itself through the growth of the local office and future roadmapping. Granted, industry experience is desirable; however, if you are obsessed with helping people locally plus a strong skillset in sales, we want to hear from you.
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