22 Sep
|
JS Finance Group
|
Melbourne
22 Sep
JS Finance Group
Melbourne
JS Finance Group is a growing boutique mortgage broking business based on the Sunshine Coast, dedicated to helping clients achieve their financial and property goals through exceptional service, expert guidance, and genuine relationships.
We are seeking a motivated and ambitious Executive Assistant to join our team and play a key role in supporting our brokers and clients throughout the lending journey.
This is an exciting opportunity for someone looking to build a long-term career in the finance industry. Working directly alongside the Director and Senior Mortgage Broker, you will gain hands-on experience across all aspects of the mortgage process, with the potential to progress into a Mortgage Broker role in the future.
As a small but growing business, we currently assist clients with approximately 15 to 20 loan applications each month and are continuing to expand. This role is ideal for someone who enjoys a fast-paced environment, takes pride in delivering excellent service, and is eager to learn and grow.
About the Role
You will work closely with our Mortgage Brokers and be responsible for:
Building and maintaining strong relationships with clients through proactive communication and follow-up
Assisting with loan application processing, administration, and loan structuring support
Collecting and managing client documentation and maintaining accurate file records
Liaising with lenders, solicitors, conveyancers, and clients throughout the application process
Managing appointments, calendars, and broker schedules
Providing general administrative and operational support to the business
Preparing and submitting loan applications through aggregator software and ApplyOnline (AOL)
Supporting clients from application through to settlement while ensuring an exceptional customer experience
About You
We're looking for someone who is professional, highly organised, and genuinely passionate about helping people.
The ideal candidate will:
Hold a Certificate IV or Diploma in Finance and Mortgage Broking (required)
Have experience using ApplyOnline (AOL) and lodging home loan applications
Possess excellent communication and customer service skills
Be highly organised with exceptional attention to detailDemonstrate initiative, accountability, and a robust work ethic
Thrive in a busy and fast-moving environment
Be eager to learn and develop their knowledge of the finance industry
Have previous experience in mortgage broking, banking, lending, or financial services (preferred but not essential)
Maintain a high level of professionalism, integrity, and confidentiality
What We Offer
At JS Finance Group, we believe in investing in our people and creating an environment where team members can thrive.
We offer:
Salary commencing from $65,000 + Superannuation (negotiable based on experience)
Performance-based bonus opportunities for the right candidate
Ongoing training, coaching, and professional development
Direct mentoring from experienced and respected Mortgage Brokers
A clear career pathway towards becoming a Mortgage Broker
A supportive, collaborative, and friendly team culture
The opportunity to grow alongside a successful and expanding Sunshine Coast business
Meaningful work helping clients achieve important life goals
#J-*****-Ljbffr
📌 Executive Assistant To Mortgage Broker (Melbourne)
🏢 JS Finance Group
📍 Melbourne