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 professional first impression
Run the CRM (ZOHO)- create, manage, assign and update leads so no enquiry or opportunity slips through the cracks
Qualify and direct enquiries- assess incoming leads (including preliminary lending questions) and route them to the right place, fast
Keep the pipeline moving- follow up consistently with clients and prospects to progress opportunities through to the team for structuring and onboarding
Handle valuation coordination- liaise with external valuers and our internal credit team to organise valuations and pre-assessment activities
Prepare client-ready documentation- put together valuation reports, summaries and supporting paperwork, and manage the sending and e-signing of client forms
Manage the money side- raise invoices and set up customer records in ZOHO Books, and coordinate reimbursements and payments for valuations and other services
Chase the paper trail- follow up outstanding documentation so applications and transactions keep progressing without delay
Manage existing clients- manage an existing client portfolio and ongoing enquiries
Generate 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 support
Sharp organisational skills and an eye for detail
CRM experience (Zoho a big plus)
A proactive, "get it done" attitude
Confidence talking to clients, brokers and stakeholders
Bonus points for finance, lending, mortgage broking or skilled services background
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.
Sound like you?
We'd love to hear from you.
#J-*****-Ljbffr
📌 Sales Development Associate (New South Wales)
🏢 TrailBlazer Finance
📍 New South Wales