04 Aug
|
Magnolia Lane Financial Services
|
Orange
04 Aug
Magnolia Lane Financial Services
Orange
Magnolia Lane Financial Services is a full-service Equipment Finance brokerage firm with offices in Sydney, Brisbane, Melbourne, Adelaide and Orange, NSW.
The business was established in 2014 with the Directors and key staff holding a combined 100+ years of industry experience.
Magnolia Lane is also a member of CAFBA, the peak skilled body representing Commercial Asset and Finance Brokers of Australia (http://www.cafba.com.au/).
Magnolia Lane's national footprint is growing and is seeking a motivated, well-presented candidate with excellent communication skills to be employed as a Finance Broker.The ideal candidate will have recently completed or is close to completing a Business, Commerce, Finance or Accounting related degree.
Remuneration will be in line with other Graduate Business/Commerce positions and dependant on location, will also include a fully maintained company vehicle, phone and laptop.
A brief outline of the role is as follows:
Position: Finance Broker
Outline:
- Analysis of financial statements to assess finance applications (training will be provided)
- Client relationship management – from application to settlement proactively driving the approval process and client relationship
- Client visits for execution of financial contracts (must hold a valid driver's licence for term of employment)
- Support directors, senior brokers and operations staff in administrative duties when required (Accurate data entry, file & CRM management, documentation, client liaison, accounting, financial analysis)
- Attend and assist with organisation of company functions
- Complete file management and follow ups (pre to post settlement)
- Opportunity to build your client portfolio and team around you in time
- National travel may be required from time to time
Requirements:
- Must have recently graduated or nearly graduated with a relevant degree (i.e. accounting, commerce or finance based)
- Must have excellent communication skills
- Must have excellent computer and data entry skills and ideally have previous experience using a CRM
- Must hold a valid driver's licence
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📌 Finance Broker (Orange)
🏢 Magnolia Lane Financial Services
📍 Orange