Job Description

Do you want to feel great about how your contribution helps Aussie families secure their financial future while working in a FUN, professional, and exciting team environment?

We’re looking for a Finance Support & Settlement Officer to support our high-performing finance broking team!

Our vibrant family business has grown significantly over the past 16 years. We're incredibly proud of the service, satisfaction, and results we achieve for our clients, who are hardworking mums and dads seeking to build financial security and wealth for a brighter future for their families. We value our team, and we recruit people who align with our modern Values. Regular social events, team outings, and celebrations of our wins are part of our work-hard, play-hard culture!

About the Role

In this full-time role based in our Broadbeach Waters office, you will work closely with our brokers, lenders, and clients to help manage the finance broking process from initial consultation to loan settlement. You’ll assist our finance brokers in sourcing, preparing, and submitting loan applications, providing essential support to ensure a smooth and efficient service for our clients.

This role requires strong communication, attention to detail, and an ability to handle sensitive financial information in a professional and discreet manner.

Key Responsibilities

• Review and verify loan documentations for accuracy, including loan amount, type, interest rate and loan term.
• Issue loan documents, ensuring clients receive correct documents and liaise with solicitors for execution.
• Following up clients for outstanding items for their loan applications.
• Track signed documents and follow up with clients and banks for outstanding items.
• Confirm client contributions and manage fund transfers.
• Liaise with solicitors, lenders, and clients to coordinate timely and smooth settlements, answer queries and provide updates.
• Maintain client files: ensure that all client records are kept up-to-date with all records for settlement activity are properly filed in our CRM system.
• Market research: assist brokers with market research, including interest rates, loan products, and competitor offerings to provide the best advice to clients.
• Compliance: ensure all finance processes comply with industry regulations and company policies.
• Support our team of Finance Brokers with ad-hoc tasks as required.

About You

• A recent university graduate, or early career professional with a keen interest in a finance/broker career.
• High attention to detail and strong communication skills.
• A top attitude and work ethic.
• Naturally motivated, enthusiastic, positive, and accountable for performance.
• Confident with drive to succeed.
• Organised and able to manage multiple tasks efficiently ensuring all clients have a seamless experience.
• A positive attitude towards learning.
• Ability to meet weekly and monthly KPI's.

What's Next?

If you’re looking for a career progression opportunity, to join a supportive and thriving team that values hard work, growth, and a fun culture, we’d love to hear from you! Please apply with a Cover Letter outlining your experience in a similar role and why this position interests you. We’ll be shortlisting candidates based on their application, so make sure it stands out!

For enquiries please email Luke Jackson, Head of Operations, Marketing & Administration: Luke.jackson@certaintywealth.com.au