Do you enjoy building relationships, managing multiple priorities and being the person who keeps everything running smoothly behind the scenes?
We're looking for a Broker Support Officer to join a collaborative and growing team, providing essential support to our Business Development Managers (BDMs), Account Managers and broker network. This is an excellent chance for someone with a background in lending support, finance administration, mortgage broking or asset finance who is looking to further their career within a dynamic financial services environment.
About the Role
Reporting to the National Sales Manager, you'll be responsible for providing administrative, operational and customer service support across the sales function. You'll become the key point of contact for brokers, helping manage applications from initial enquiry through to settlement while ensuring an exceptional experience every step of the way.
You'll play an important role in helping the sales team achieve its growth objectives through proactive support and efficient pipeline management.
Key Responsibilities
- Provide day-to-day administrative support to Business Development Managers and Account Managers.
- Act as the primary contact for brokers regarding application updates, documentation and general enquiries.
- Manage application pipelines and ensure deals progress efficiently.
- Collect, review and verify supporting documentation.
- Liaise with credit, settlements and operations teams throughout the application process.
- Follow up outstanding documentation with brokers and customers.
- Maintain accurate records within CRM and lending systems.
- Assist with broker onboarding, accreditation and relationship management.
- Support broker communications, marketing campaigns and promotional initiatives.
- Ensure all documentation complies with internal policies and regulatory requirements.
- Identify opportunities to improve processes and service delivery.
About You
You'll be someone who enjoys working in a fast-paced environment and thrives on delivering outstanding customer service while keeping multiple priorities organised.
You'll ideally bring:
- Previous experience in financial services, lending, mortgage broking, asset finance or a similar industry.
- Strong administration and customer service experience.
- Excellent communication and relationship-building skills.
- High attention to detail and exceptional organisational abilities.
- Experience managing competing priorities and meeting deadlines.
- Confidence using Microsoft Office, particularly Outlook, Excel, Word and Teams.
- Experience using CRM or lending management systems.
Highly Regarded
- Experience supporting Business Development Managers or Account Managers.
- Knowledge of asset finance, commercial lending or mortgage processes.
- Understanding of compliance and responsible lending obligations.
Why Join Us?
- Join a supportive, collaborative and growing organisation.
- Work alongside experienced industry professionals.
- Build your career within financial services.
- Diverse role with plenty of variety and responsibility.
- Opportunity to make a genuine impact supporting a high-performing sales team.
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📌 Broker Support Officer (Brisbane)
🏢 Valiant Recruitment
📍 Brisbane
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