Are you ready to take the next exciting step in your career as a Finance Broker? Imagine being part of a dynamic firm that values innovation and teamwork.
If you're an experienced Lender or Finance Broker seeking a role where you can truly make an impact, surrounded by a vibrant, enthusiastic team and a company culture that celebrates growth and success, your search ends here.
Why PT?
2023 Business of the Year and 2023 Best Regional Business (Toowoomba Chamber Business Awards)
We are an award-winning financial services firm committed to providing comprehensive financial solutions that empower our clients to thrive.
We have proudly been building trusted relationships with our clients for more than 50 years. We have team members in Toowoomba, Stanthorpe and Brisbane delivering exceptional service to our clients across Accounting, Superannuation, Business Advisory, Bookkeeping & Virtual CFO, ESG, Leasing & Finance and Financial Planning services.
About the role:
We are currently recruiting for a Finance Broker at our Toowoomba or Stanthorpe office. This is a full-time, permanent position.
The Finance Broker will be responsible for:
* Managing client enquiries and providing tailored finance solutions across residential, investment, and commercial lending
* Building and maintaining trusted relationships with new and existing clients, supported by internal referral pathways
* Preparing and submitting loan applications through BrokerEngine and ApplyOnline with the support of an experienced in-house Broker Support.
* Liaising with clients, lenders, conveyancers, and other stakeholders throughout the loan process to ensure smooth file progression
* Conducting initial assessments and identifying suitable loan products that align with client goals and financial position
* Ensuring all compliance requirements are met, including preparation and maintenance of supporting documentation
* Participating in team meetings, lender workshops, and continuous professional development activities
* Contributing to business growth through proactive lead nurturing and exceptional client service
What you'll need to succeed:
* Minimum Certificate IV in Finance and Mortgage Broking with a desire to work towards a Diploma of Finance and Mortgage Broking Management
* Experience in Finance/Loan Processing/Loan servicing
* Excellent verbal and written communication skills
What‘s on Offer:
* A culture that truly is second-to-none! One where we celebrate our successes, learn from each and every experience and have fun along the way
* Genuine opportunities to develop and progress within our firm
* Competitive salaries and employee benefits such as Flex (flexibility), 9-day fortnight (Flexi Time), Paid Birthday Leave & Study Leave, Social Club and a strong focus on team culture
We are ready to welcome you to the team, provide you with all the ongoing support and training needed, so apply now for an immediate start. Send us your resume today, along with a brief cover letter outlining your interest in the role.
Successful candidate needs to undergo a police check.
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