Finance Broker Personal Assistant

Finance Broker Personal Assistant, M Finance Pty Ltd., Baldivis,

Perth, WA. Mortgages (banking & financial services). Part time.

$30–40 per hour.

Who are we? M Finance is a boutique mortgage broking business led by

Fiona Ewen, a seasoned professional with over 30 years in the finance

industry. Founded in 2002,. M Finance offers a wide range of financial

services, including home and investment property loans, debt

consolidation, and SMSF lending. Fiona is joined by James Case and Bec

Ewen, both bringing specialized skills. M Finance prides itself on

strong client relationships driven by word-of-mouth referrals and

making it simple for your clients.

What we are seeking? We are looking for a motivated, conscientious

Personal Assistant to assist our senior broker. Initially, the

position is 15–18 hours per week, with the potential for increased

hours within 12 months. Hours must be completed over 3-5 weekdays,

with mornings preferred but somewhat flexible. In-office work is

preferred.

The ideal candidate will be able to work autonomously to manage a busy

pipeline. The Broker Assistant will be responsible for the following

duties: Liaise with customers, solicitors, banks, and real estate

agents. Data entry and analysis of clients' personal and financial

information. Collection of paperwork and other supporting documents to

complete finance applications. Tracking the progress of finance

applications from submission through to settlement. Maintaining

internal processes and procedures for finance applications. Providing

post-settlement service to clients

Essential Requirements: Proficient written and spoken English. Strong

computer skills (using Outlook, Word, Excel, and Adobe PDF).

Self-motivated and happy to work unsupervised. Excellent communication

skills and high attention to detail. Initiative to think and

problem-solve independently. Digitally organised/tidy. Must have a

valid driver's license.

MUST BE RELIABLE Desired Requirements: The ideal candidate would

possess the following; however, some of the below can be taught on the

job: Experience in the banking or broking industry. Knowledge of loan

structures and lender products. Experience working with lenders and

aggregators, online loan application submission, valuation ordering,

and serviceability calculations. Confidence in liaising with clients

and financial institutions.

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Applications close Thursday, August 1st.