09 Nov
|
My Biz Finance
|
Southern Sydney
09 Nov
My Biz Finance
Southern Sydney
Company Description My Biz Finance supports business growth by offering adaptable financing solutions that improve cash flow and enable investment in improvement initiatives. The company provides a wide range of loan products, including business loans, car loans, equipment loans, personal loans, caveat loans, trade finance, lines of credit, and invoice finance. These options are designed to meet diverse funding needs for businesses and individuals.
Team members at My Biz Finance work closely with clients to provide tailored financial solutions and a smooth lending experience.
Role Description This is a part-time, on-siteor remote Broker Support role based in the Greater Sydney Area.
The Broker
Support team member will assist finance brokers with end-to-end loan processing, including collecting documentation, preparing applications, and liaising with lenders and clients to ensure timely approvals. The role involves maintaining accurate records in internal systems, following up on outstanding information, and monitoring application progress. The team member will respond to client and broker inquiries, provide status updates, and help resolve issues to support a positive customer experience.
The role also includes administrative tasks such as data entry, file management, and compliance checks in line with company policies and regulatory requirements.
Qualifications
- Strong administrative, organizational, and time management skills to handle multiple loan files and deadlines efficiently.
- Solid customer service and communication skills, with the ability to interact professionally with brokers, clients, and lenders.
- Attention to detail and accuracy in data entry, documentation review, and compliance checks.
- Proficiency with office software, CRM or loan processing systems, and basic numerical skills for reviewing financial information.
- Understanding of lending processes or financial services, ideally including business or consumer loan products (experience in broker or banking environments is an advantage).
- Ability to work effectively in an on-site team environment, take initiative, and adapt to changing priorities.
- Relevant education in finance, business, administration, or a related field is beneficial.
- Eligibility to work in Australia and willingness to commute to the Greater Sydney Area office.
📌 Broker Support (Southern Sydney)
🏢 My Biz Finance
📍 Southern Sydney