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Shakespeare Financial Group engages a talented team of more than 80 professional staff providing clients with total financial solutions in divisions including Accounting, Tax and Business Consulting, Financial Advisory, Mortgage & Asset Lending, Personal Insurance and Superannuation.
Shakes is an inspired team working together to achieve great outcomes for our people, clients and community. We believe our people make all the difference to our Firm. We highly value our team, recognising and rewarding their efforts while providing a fun, social, satisfying, and safe workplace. We pave the way for our people, by providing long-term career paths supported with valuable training and growth opportunities.
THE OPPORTUNITY
Due to growth, we are currently seeking a full time talented and experienced Finance Broker to join our Shakespeare Leasing & Mortgage Solutions team, a specialist finance broking division of Shakespeare Financial Group. Through a structured and transparent process, we combine specialised advice with personal and business lending solutions. This includes residential loans, commercial loans, and asset finance.
The role will advise and assist clients with finance applications, in line with policy, statutory and professional standards. With a focus on providing high-quality finance solutions to existing and prospective customers, key responsibilities will include:
* Manage the complete asset finance application process
* Provide accurate and appropriate information to clients
* Effectively and proactively obtain finance approvals in a timely manner
* Create accurate and professional applications and documentation
* Manage client enquiries professionally, efficiently and in a timely manner
* Maintain 100% compliance at all times and in all dealings
* Contribute to the processing of commercial loan applications within knowledge base
* Capably and confidently use required systems and software, including Microsoft office
* Build relationships with lenders
* Successfully build strong relationships with clients
* Represent Shakespeare in a professional and ethical manner
* Maintain and keep up with industry, product and legislative knowledge
To be successful in this role, you will have:
* Knowledge of lending, and mortgage principles, standards, and professional guidelines
* Stong attention to detail and accuracy
* Strong interpersonal, written, and verbal communication skills
* Ability to meet deadlines
* Excellent skills in Word, Excel, Outlook & Explorer
* Highest standard of ethics, confidentiality, and professionalism
* Willingness to undertake internal and external training as provided by the firm
* Time management skills, with ability to multitask
WHAT WE OFFER
By joining the Shakes team, you will be offered:
* Supportive, friendly, and welcoming team environment
* Flexible working hours and WFH one day per week
* Highly active and engaging social club
* An active sports community – join our cycling and running teams or enjoy weekly bootcamp
At Shakes, we encourage all qualified applicants to apply. We are an equal-opportunity employer and are committed to promoting and fostering a workplace where everyone is included and treated fairly and with dignity and respect.
Only shortlisted candidates will be contacted.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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