Pty Ltd is looking for a Financial Services Officer to join our fun, supportive and close-knit team on a 12 month to 18 month maternity leave fixed contract role. You'll be experiencing all aspects of the equipment finance process to gain a thorough understanding of our industry.
Duties & responsibilities:
Manage multiple transactions & delivering high quality customer service
Handle calls from clients, vendors, third parties & underwriters
Provide quotes and oversee customer leads through the application process
Prepare documentation and progress transaction to settlement
Collect & Verify documents with underwriters policies to ensure settlement and AML/KYC conditions are satisfied
Work closely with the Sales Team
Skills & attributes:
Australian work rights are required for this position.
Exceptional customer service, relationship & rapport building skills with a range of stakeholders
Time management, multitasking & prioritisation skills
Proficiency in Microsoft Word, Excel, Outlook & Teams
Excellent written and verbal communication skills
Interest in the finance industry is advantageous
Ability to work effectively within a team
Desire to continually learn & grow
Benefits on offer:
Competitive Salary
Flexible work environment with an active Work from Home policy
Office is close to public transport or plenty of all day street parking
Relaxed and fun working environment
About us:
Established for more than 19 years, has grown to become one of Australia's leading vendor finance providers in the equipment finance industry. We work with leading international and domestic vendors that provide finance solutions for customers requiring commercial equipment finance.
Join our team and lend us your expertise today Click the Apply button and send us a copy of your current CV outlining your experience. We look forward to welcoming you