24 Sep
|
JS Finance Group
|
Queensland
24 Sep
JS Finance Group
Queensland
Job Description
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.
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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.
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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.
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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.
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About the Role
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You will work closely with our Mortgage Brokers and be responsible for:
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- Building and maintaining strong relationships with clients through proactive communication and follow-up
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- Assisting with loan application processing, administration, and loan structuring support
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- Collecting and managing client documentation and maintaining accurate file records
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- Liaising with lenders, solicitors, conveyancers, and clients throughout the application process
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- Managing appointments, calendars, and broker schedules
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- Providing general administrative and operational support to the business
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- Preparing and submitting loan applications through aggregator software and ApplyOnline (AOL)
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- Supporting clients from application through to settlement while ensuring an exceptional customer experience
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About You
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We're looking for someone who is professional, highly organised, and genuinely passionate about helping people.
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The ideal candidate will:
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- Hold a Certificate IV or Diploma in Finance and Mortgage Broking (required)
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- Have experience using ApplyOnline (AOL) and lodging home loan applications
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- Possess excellent communication and customer service skills
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- Be highly organised with exceptional attention to detailDemonstrate initiative, accountability, and a strong work ethic
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- Thrive in a busy and fast-moving environment
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- Be eager to learn and develop their knowledge of the finance industry
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- Have previous experience in mortgage broking, banking, lending, or financial services (preferred but not essential)
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- Maintain a high level of professionalism, integrity, and confidentiality
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What We Offer
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At JS Finance Group, we believe in investing in our people and creating an environment where team members can thrive.
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We offer:
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- Salary commencing from $65,000 + Superannuation (negotiable based on experience)
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- Performance-based bonus opportunities for the right candidate
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- Ongoing training, coaching, and professional development
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- Direct mentoring from experienced and respected Mortgage Brokers
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- A clear career pathway towards becoming a Mortgage Broker
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- A supportive, collaborative, and friendly team culture
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- The chance to grow alongside a successful and expanding Sunshine Coast business
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- Meaningful work helping clients achieve important life goals
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📌 Executive Assistant to Mortgage Broker (Queensland)
🏢 JS Finance Group
📍 Queensland