Oakmont Finance is looking for a motivated and reliable person to join our growing team in Epping, Victoria.
An experienced Finance Broker; or
A finance administration professional who is eager to learn our business and develop a long-term career in finance.
ABOUT OAKMONT FINANCE
- Asset and equipment finance
- Car, van and truck loans
- Commercial and business lending
THE ROLE
Depending on your experience, your responsibilities may include:
- Assisting with finance applications from enquiry through to settlement
- Collecting and reviewing client information
- Preparing lender submissions
- Communicating with clients, lenders and referral partners
- Following up outstanding applications and documents
- Updating our CRM and maintaining accurate client records
- Supporting compliance and file-management requirements
- Learning lender policies and identifying suitable finance solutions
- Helping develop and maintain long-term client relationships
- Communicates confidently and professionally
- Has strong attention to detail
- Is organised and comfortable working with deadlines
- Has positive computer and CRM skills
- Is willing to learn and take responsibility
- Works well in a team environment
- Has a positive, client-focused attitude
Experience in finance, banking, mortgage broking, asset finance, accounting or administration will be highly regarded.
For an experienced broker, relevant finance-broking qualifications and industry experience are preferred.
WHY JOIN OAKMONT?
- Learn directly from an experienced finance team
- Exposure to multiple commercial-finance products
- Training and professional development
- Supportive and growing workplace
- Prospect to develop into a senior finance or broking position
- Long-term career progression for the right person
Location: Epping, Victoria
Position: Full-time, office-based
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