Finance Broker Personal Assistant, M Finance Pty Ltd., Baldivis, Perth, WA. Mortgages (banking & financial services). Part time. $30–40 per hour.

Who are we? M Finance is a boutique mortgage broking business led by Fiona Ewen, a seasoned professional with over 30 years in the finance industry. Founded in 2002,. M Finance offers a wide range of financial services, including home and investment property loans, debt consolidation, and SMSF lending. Fiona is joined by James Case and Bec Ewen, both bringing specialized skills. M Finance prides itself on strong client relationships driven by word-of-mouth referrals and making it simple for your clients.

What we are seeking? We are looking for a motivated, conscientious Personal Assistant to assist our senior broker. Initially, the position is 15–18 hours per week, with the potential for increased hours within 12 months. Hours must be completed over 3-5 weekdays, with mornings preferred but somewhat flexible. In-office work is preferred.

The ideal candidate will be able to work autonomously to manage a busy pipeline. The Broker Assistant will be responsible for the following duties: Liaise with customers, solicitors, banks, and real estate agents. Data entry and analysis of clients' personal and financial information. Collection of paperwork and other supporting documents to complete finance applications. Tracking the progress of finance applications from submission through to settlement. Maintaining internal processes and procedures for finance applications. Providing post-settlement service to clients

Essential Requirements: Proficient written and spoken English. Strong computer skills (using Outlook, Word, Excel, and Adobe PDF). Self-motivated and happy to work unsupervised. Excellent communication skills and high attention to detail. Initiative to think and problem-solve independently. Digitally organised/tidy. Must have a valid driver's license.

MUST BE RELIABLE Desired Requirements: The ideal candidate would possess the following; however, some of the below can be taught on the job: Experience in the banking or broking industry. Knowledge of loan structures and lender products. Experience working with lenders and aggregators, online loan application submission, valuation ordering, and serviceability calculations. Confidence in liaising with clients and financial institutions.

An Important Announcement from JobScoin.com for jobs seekers and employers.

Do not pay any type of payment to get the job or hire someone. We are just sharing jobs from multiple sources and we are not responsible for any type of scam.

All enquiries will be treated with the strictest of confidence. Applications close Thursday, August 1st.

NOTE: Never make payment to any employer, person, company, contractor or agency to get hired for a Job.

To express your interest, send your resume accompanied by a brief cover letter to admin@mfinance.net.au