Finance@work Pty Ltd is looking for a Financial Services Officer to join our fun, supportive and close-knit team on a 12 month 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

Perks 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, Finance@work 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!

📌 Finance Service Officer (Sydney)
🏢 Finance@work
📍 Sydney