Partner/ Director/ Operations Manager at HKS Financial Planning
We are a well-established mortgage broking business of 9 years that sits within a larger financial planning business. Due to the growth of our business and an increasing number of leads, we are looking for a part time mortgage broker to join our team.
Hours: Ideally school hours, four days a week (flexible for the right candidate).
We are looking for an enthusiastic and motivated individual who has a passion to deliver exceptional customer service.
Benefits to successful applicant:
- Salary commensurate with experience
- Excellent working environment and team-based culture
- Access to ongoing professional development
Duties and responsibilities include:
- Manage loans from enquiry through to settlement
- Undertake general broking support tasks and provide customer service through timely action of client requests
- Complete processing tasks utilising our CRM system and other industry portals
- Ensure financial service provided complies with the relevant industry requirements and codes
- Assist the broker in existing client retention programs
We are looking for someone with:
- A certificate IV or Diploma in Finance and Mortgage Broking
- Experience using Mercury will be highly regarded
- Excellent organisational skills with the ability to multi-task and prioritise competing demands
- Professional attitude
- Ability to work both autonomously and in a team environment.
- Excellent computer skills and the ability to learn quickly
- Proactive approach with the desire to learn and assist where necessary
- Solid attention to detail
- Comfortable dealing with a diverse range of clients
- Strong desire to grow with the business and develop their broking career
If you are looking for a new challenge and meet the requirements, we would love to hear from you.
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