Mortgage Broker

We are looking for an experienced and detail-oriented Mortgage Broker specializing in asset, equipment, and car financing to join our team. This role is suited for a senior finance professional with in-depth experience in the Australian financial market. The ideal candidate will excel in client communication, managing bank portals, CRM tools, and demonstrating a meticulous approach to all documentation.

Responsibilities:

• Manage asset and equipment finance applications, with a special focus on car finance.
• Utilize MyCRM to maintain client records, streamline communications, and manage workflows.
• Handle client correspondence through emails and bank portal systems.
• Organize and access shared drives, ensuring all documents and information are securely maintained and easily accessible.
• Maintain a high level of attention to detail in all aspects of client and financial document management.
• Establish and nurture relationships with banking partners to support client financing needs.
• Conduct thorough reviews and final checks of applications to ensure compliance and accuracy.

Requirements

• Australian market experience is required.
• Minimum 4 years of experience in finance brokerage, specializing in asset, equipment, and car finance.
• Bachelors degree in Business Administration, Finance or a related field.
• Familiarity with MyCRM or similar CRM tools for finance management.
• Proven ability to manage and navigate bank portals efficiently.
• Excellent organizational skills and experience with shared drive management.
• Strong attention to detail with a commitment to accuracy and thoroughness.
• Exceptional communication skills, both written and verbal.
• Demonstrated ability to work independently in a remote team environment.

Benefits

• Remote work flexibility with a competitive compensation package.
• Access to industry-leading tools and resources to support app optimization and promotion.
• Opportunities for professional development, including training in app analytics and marketing.
• Impactful role in enhancing user experiences and driving app engagement.

Join our team and play a key role in facilitating financial solutions for our clients. If you are ready to bring your expertise in finance brokerage to a dynamic, supportive environment, we encourage you to apply!

Note: Only shortlisted candidates will be contacted for further discussions.

Teams Squared is a proud equal opportunity employer. We value diversity and are consistently committed to creating an inclusive environment for all team members.