08 Oct
|
OXCEL
|
Melbourne
Job Description
OXCEL is seeking a highly energetic, organised and people-focused
Broker Support Officer
to join our growing team in
Docklands, Melbourne VIC ****
.
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This is a
part-time position, Monday to Friday, 10:00am to 4:00pm
.
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This role is at the heart of our broker network. You will be responsible for supporting brokers from the moment they join OXCEL, throughout their entire journey with us, and where required, through the offboarding process.
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A major part of the role will involve
broker onboarding, lender accreditations, ongoing broker support, administration, communication and relationship management
.
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We are looking for someone who genuinely enjoys working with people. You should be naturally friendly, approachable, confident, energetic and positive, with an ability to make brokers feel welcomed, supported and valued.
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Technical knowledge can be taught. A great attitude, strong communication skills and a genuine passion for helping people are essential.
Key responsibilities n
Your responsibilities will include:
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Manage the complete
broker onboarding process
from initial approval through to activation
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Welcome new brokers to OXCEL and provide a professional, friendly and highly supportive onboarding experience
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Coordinate and manage
lender accreditation applications
across OXCEL's lender panel
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Follow up accreditation applications with brokers, lenders and relevant internal teams until completion
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Maintain accurate records of broker lender accreditations and outstanding requirements
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Assist brokers with obtaining access to lender portals, systems and relevant platforms
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Provide ongoing support to brokers with general operational, administrative and platform-related enquiries
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Assist brokers with understanding OXCEL processes, lender requirements, policies and procedures
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Coordinate broker documentation including agreements, compliance documents, identification and accreditation requirements
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Maintain accurate and up-to-date broker profiles, records and supporting documentation
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Monitor onboarding progress and proactively follow up brokers where information or documents are outstanding
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Assist brokers with changes to their business details, contact information, ACL or CRN information and other ongoing requirements
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Coordinate the
broker offboarding process
, ensuring lender, system and internal access requirements are properly managed
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Liaise with lenders, aggregators,
compliance teams and internal departments on behalf of brokers
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Respond to broker enquiries via phone, email and other communication channels promptly and professionally
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Help brokers navigate internal systems, lender portals and OXCEL resources
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Support broker training sessions, lender presentations, webinars and professional development activities
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Proactively check in with brokers and help identify where additional support may be required
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Escalate broker issues internally and follow them through until a satisfactory outcome is achieved
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Assist with broker communications, announcements, lender updates and procedural changes
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Identify opportunities to improve the broker onboarding and support experience
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Maintain a high standard of administration, accuracy, confidentiality and regulatory compliance
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Become a trusted point of contact for brokers within the OXCEL network
What we're looking for n
For this position,
personality and communication skills are extremely important
.
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We are looking for someone who is:
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Naturally
high-energy, positive and bubbly
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Friendly, approachable and confident when speaking with people
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An excellent communicator both over the phone and in writing
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Comfortable building relationships with brokers, lenders and internal team members
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Someone who enjoys helping people and solving problems
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Highly organised and able to manage many different tasks at the same time
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Proactive rather than waiting to be told what to do
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Excellent at following up and ensuring tasks are completed
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Detail-oriented and accurate with documentation and data
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Professional, reliable and accountable
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Comfortable working independently while also being part of a team-oriented team
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Confident using Microsoft Office, CRM systems and online business platforms
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Able to learn new systems, lender policies and processes quickly
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Experience within
finance broking, mortgage broking, asset finance, banking, lending, aggregation or financial services
would be highly regarded, however it is not essential for the right person.
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Experience in customer service, relationship management, administration, account management, recruitment, hospitality or another people-focused environment may also translate very well into this position.
The person we want n
You may be speaking with a brand-new broker who needs help completing their first accreditation application, an experienced broker needing urgent assistance, a lender requiring additional documentation or an internal team member trying to resolve an issue.
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Regardless of the situation, we want every broker interaction to feel positive.
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You should be the type of person who:
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Picks up the phone with energy
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Remembers people's names
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Enjoys building relationships
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Follows things through without needing to be reminded
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Makes new brokers feel genuinely welcomed
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Takes ownership of problems until they are resolved
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Our brokers are an important part of OXCEL, and this position plays a major role in ensuring they receive exceptional support.
What we offer n
At OXCEL, you will join a growing Australian finance business with a strong focus on technology, broker support and building long-term relationships.
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We offer:
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Part-time hours of
10:00am to 4:00pm, Monday to Friday
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Modern office workplace in
Docklands, Melbourne
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Supportive and energetic team culture
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Ongoing training and professional development
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Exposure to a broad range of lenders and financial products
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Opportunity to develop strong knowledge of the Australian finance broking industry
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Career progression opportunities as OXCEL continues to grow
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The opportunity to become an important part of a rapidly expanding national broker network
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Most importantly, you will be joining a business that believes exceptional broker support starts with exceptional people.
About OXCEL n
OXCEL is an Australian finance aggregation and financial services business supporting finance and mortgage brokers across Australia.
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We provide brokers with access to lender panels, technology, training, compliance support, accreditation assistance and ongoing operational support.
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Our objective is simple:
make it easier for brokers to build successful finance businesses.
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We believe we are in the
people business first and finance business second
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That philosophy applies equally to how we treat our brokers, clients and team members.
#J-*****-Ljbffr
📌 Broker Support Officer (Melbourne)
🏢 OXCEL
📍 Melbourne