Description:
IntroductionWilliam Buck has provided exceptional accounting and advisory services for over 125 years. We know that talent and growth go hand in hand. That careers are personal. That you should be valued for what you bring and respected for where you want to go.
Time to work where you matter.
More than just accountants and advisors, we aspire to create a positive change in the lives of our clients and our people. Every individual who works with us is recognised for who they are and given every opportunity to progress in a way that fulfils both their talents and aspiration. William Buck people enjoy better careers because we care. It's that simple. It's why our clients succeed too.
Care for a career with a company that cares?
Description
As a Mortgage Broker Assistant , you will play a key role in supporting our Finance Advisory team by managing the loan application process, liaising with clients, lenders, and other stakeholders, and ensuring a seamless experience for our clients.
Key Responsibilities:
- Gather and organise information to assist the Finance Advisory Team in preparing finance proposals.
- Support financial analysis and proposal preparation for clients.
- Review and submit loan applications using the aggregator software.
- Assist with regular client loan reviews.
- Build and maintain strong client relationships.
- Coordinate with conveyancers, solicitors, bank staff, accountants, real estate agencies, valuers, and insurance providers to facilitate smooth and timely settlements.
- Reconcile monthly upfront and trail commissions payable from lenders.
- Ensure compliance with all regulatory requirements and lending processes.
Skills And Experiences
What We’re Looking For:
- Certificate IV in Finance and Mortgage Broking, or similar discipline, or working towards such qualifications
- Previous experience in a similar role
- Knowledge of loan application processes and lender requirements would be advantageous
- Strong attention to detail and ability to manage multiple tasks.
- Excellent communication and relationship-building skills.
- Ability to work in a fast-paced environment and meet deadlines.
Apply Now!
If this sounds like the perfect fit for you, click apply now and send us your CV and cover letter. Join William Buck Adelaide and take the next step in your career!