Job Description
TrailBlazer Finance is growing - and we're building a dedicated front-end sales team to match.
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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!
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What you'll actually be doing:
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Own the front door - be the primary point of contact for all incoming enquiries, making sure every prospect gets a professional first impression
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Run the CRM (ZOHO) - create, manage, assign and update leads so no enquiry or opportunity slips through the cracks
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Qualify and direct enquiries - assess incoming leads (including preliminary lending questions) and route them to the right place, fast
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Keep the pipeline moving - follow up consistently with clients and prospects to progress opportunities through to the team for structuring and onboarding
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Handle valuation coordination - liaise with external valuers and our internal credit team to organise valuations and pre-assessment activities
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Prepare client-ready documentation - put together valuation reports, summaries and supporting paperwork, and manage the sending and e-signing of client forms
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Manage the money side - raise invoices and set up customer records in ZOHO Books, and coordinate reimbursements and payments for valuations and other services
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Chase the paper trail - follow up outstanding documentation so applications and transactions keep progressing without delay
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Manage existing clients - manage an existing client portfolio and ongoing enquiries
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Generate income - settle deals within a defined scope and product offering (under $200,000)
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You'll thrive here if you've got:
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Experience in customer service or sales support
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Sharp organisational skills and an eye for detail
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CRM experience (Zoho a big plus)
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A proactive, "get it done" attitude
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Confidence talking to clients, brokers and stakeholders
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Bonus points for finance, lending, mortgage broking or skilled services background
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Small, 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.
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Sound like you? We'd love to hear from you.

📌 Sales Development Associate (New South Wales)
🏢 TrailBlazer Finance
📍 New South Wales