04 Aug
|
Magnolia Lane Financial Services
|
New South Wales
04 Aug
Magnolia Lane Financial Services
New South Wales
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 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 ().
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 relationshipClient 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 functionsComplete file management and follow ups (pre to post settlement)Chance to build your client portfolio and team around you in timeNational 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 skillsMust have excellent computer and data entry skills and ideally have previous experience using a CRMMust hold a valid driver's licence
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📌 Finance Broker New South Wales
🏢 Magnolia Lane Financial Services
📍 New South Wales