28 Aug
|
TrailBlazer Finance
|
New South Wales
28 Aug
TrailBlazer Finance
New South Wales
TrailBlazer Finance is growing - and we're building a dedicated front-end sales team to match.Based in Bondi Junction, we're a specialist lender funding $50K-$2.5M deals for finance brokers, accountants, financial advisers and law firms - a space the big banks just don't service well.
If you like being close to the action, this is it!
What you'll actually be doing:Own the front door - be the primary point of contact for all incoming enquiries, making sure every prospect gets a skilled first impressionRun the CRM (ZOHO) - create, manage, assign and update leads so no enquiry or opportunity slips through the cracksQualify and direct enquiries - assess incoming leads (including preliminary lending questions) and route them to the right place, fastKeep the pipeline moving - follow up consistently with clients and prospects to progress opportunities through to the team for structuring and onboardingHandle valuation coordination - liaise with external valuers and our internal credit team to organise valuations and pre-assessment activitiesPrepare client-ready documentation - put together valuation reports, summaries and supporting paperwork,
and manage the sending and e-signing of client formsManage the money side - raise invoices and set up customer records in ZOHO Books, and coordinate reimbursements and payments for valuations and other servicesChase the paper trail - follow up outstanding documentation so applications and transactions keep progressing without delayManage existing clients - manage an existing client portfolio and ongoing enquiriesGenerate income - settle deals within a defined scope and product offering (under $200,000)You'll thrive here if you've got:Experience in customer service or sales supportSharp organisational skills and an eye for detailCRM experience (Zoho a big plus)A proactive, "get it done" attitudeConfidence talking to clients, brokers and stakeholdersBonus points for finance, lending, mortgage broking or professional services backgroundSmall, high-performing team.
Direct exposure to real deals, real clients, and senior decision-makers from day one.
This isn't a role where you'll be buried in a call queue - it's a genuine seat at the table to build your commercial finance career.Sound like you?
We'd love to hear from you.
#J-*****-Ljbffr
📌 Sales Development Associate (New South Wales)
🏢 TrailBlazer Finance
📍 New South Wales