BROKER SUPPORT OFFICER

About the Company
Dolfin Advisory is a finance brokerage firm focused on helping Australians from all walks of life achieve their financial goals. We strive to deliver client experiences and financial solutions that are designed and tailored to meet our clients’ unique needs. We pride ourselves on the client-centric way we operate.

With an expert focus on all things finance, we provide the following services:

• Home Loans
• Investment Loans
• Commercial Finance
• SMSF Solutions and much more

We are currently experiencing rapid growth and high demand for our expert services. As a result, we are looking for a highly motivated team player who is looking to take the first step into the finance industry whilst willing to learn from and be supported by a high performing mortgage broker

About You
Although preferred, the successful candidate is not required to have a finance or an accounting related qualification. More importantly, the successful candidate must have a genuine interest in the finance industry coupled with a willingness to learn and desire to develop themselves within the company.

The successful candidate must have the following skills and attributes:

• Highly developed numerical analysis, report writing, problem solving and computer skills
• A proven capability of delivering to set timelines
• Impeccable communication and presentations skills
• A genuine focus on client service when dealing with both internal and external stakeholders
• Be a motivated self-starter, able to work well as part of a small team as well as independently
• Able to demonstrate how they have been able to leverage available resources to solve problems

About the Role

The Broker Support Officer plays a critical role in assisting clients navigate through every stage of their home loan and finance journey. For those who are looking to build a career in the finance industry with the goal of becoming a fully accredited broker, this role offers an entry to this career pathway.

We are open to negotiating flexible working hours and are initially seeking a candidate willing to work on a casual basis for approximately 15 – 20 hours per week with the view to move to permanent should future needs require it.

Role Responsibilities

• Obtain and organise all supporting documentation from clients to fulfill lender application requirements
• Generate servicing and funding calculator outputs to validate clients borrowing capacity and funds to complete
• Ordering property valuations, pricing requests and credit checks
• Generating product comparisons and proposed loan structures
• Manage the application file from pre-submission to settlement and provide any outstanding documentation and information as required by the lender
• Liaise with credit assessors and lender BDM’s to solve for any application issues (pre and post submission)
• Provide status updates to clients and broker as required
• Preparing loan documentation and assisting clients to complete, ultimately ensuring settlements are booked and confirmed as per deadlines.
• Post-settlement support such as client onboarding, anniversary contacts, variation and pricing review requests
• Audit and assurance support
• Other operational support activities as and when required

A full Position Description will be provided to shortlisted candidates.

Selection Criteria

Essential

• Strong numerical analysis, report writing and problem-solving skills
• Demonstrated ability to deliver on set timelines
• Demonstrated ability to be pro-active, generate solutions and be a self-starter
• Well-developed communication and presentation skills and high level of customer service when dealing with internal and external stakeholders
• Demonstrated ability to respond to various demands and manage multiple activities simultaneously
• Demonstrated ability to manage conflicting priorities and meet critical deadlines
• Understanding of home loan and finance best practices, products and processes
• Understand and comply with lending policies, guidelines, and internal control procedures as well as broader credit licence, regulatory body and legislative requirements
• Strong skills using Outlook, Word, Excel, PowerPoint and other software tools and applications
• High level of attention to detail

Preferred

• Certificate IV or Diploma in Finance & Mortgage Broking (or higher education)

What’s Next?

If this opportunity has sparked your interest, we would love to hear from you. Please submit your application now by providing your resume and accompanying cover letter specifically detailing why this role appeals to you and highlighting how you meet the above-mentioned selection criteria.

Only shortlisted candidates will be contacted.