Working with Agility Finance

Agility Finance is one of Australia’s leading specialty lenders to property developers in the construction industry based in Sydney’s CBD.

We have been providing construction finance and business loans for more than a decade. Agility Finance are committed to providing fast, simple, and competitive financing for clients looking for an alternative to mainstream sources.

Our solutions are designed to suit the needs and objectives of clients most especially in unique situations where a more fast-paced and flexible approach is required.

We take pride in offering premium customer service with honesty and integrity. Our consultants are highly skilled and experienced at appraising opportunities hence able to offer quality advice.

The Job

We have an exciting opportunity for a Bookkeeper and Accounts Assistant to assist with the day-to-day finance function. You will be fully trained and supported throughout your time with us with management playing an active role in your development.

The Accounts Administrator plays a critical role in supporting the financial operations of the mortgage broking firm. This position is responsible for handling day-to-day financial transactions, ensuring accurate record-keeping, processing payments, and supporting the overall financial health of the business.

Duties and Requirements

● Daily Data Entry and Processing: Accurately enter and process data for approximately 100 lenders and borrowers.

● Loan Documentation Analysis: Review and analyse loan documentation to ensure terms and conditions are correctly reflected in our lending software, maintaining high standards of accuracy.

● End of Month Processing: Conduct end-of-month processing, reporting, and preparation of lender and borrower statements.

● Client Data Management: Input and maintain client data in our CRM system (The Mortgage Office), ensuring all information is up-to-date and accurate.

● Compliance Document Maintenance: Maintain a filing system for lender and borrower compliance documents, ensuring all regulatory requirements are met.

● Stakeholder Management: Effectively manage and communicate with stakeholders, including lenders, borrowers, and internal team members, to ensure smooth operations and resolve any issues promptly.

What you’ll have

● 3 + years’ experience in a similar bookkeeping or accountant role.

● Strong mathematical skills

● Experience in the Financial Services industry - mortgages desirable

● Excellent organisational, administration and time management skills

● Strong attention to detail

● Great communication skills

● Stakeholder management

● CRM database experience (you will be trained)

● Strong knowledge of Microsoft Excel and other Microsoft products

● You are IT savvy and pick up software programmes easily.