Client Care & Loan Administration

We’re GROWING, kicking some GOALS and having a GREAT TIME doing it. We’re REAL PEOPLE and we’re getting REAL RESULTS for our clients by showing them “What’s Possible”. Now we need YOU to get on board with us as we go to the next level.

We're a small but mighty and dynamic Mortgage Broking firm based in Toowoomba with BRAND NEW professional offices on the edge of the CBD. Our upward trajectory means we require an experienced full-time Office and Client Care Administrator along for the ride. We’re excited about what the future holds for all of us in the business.

The Role:

You will assist in supporting the whole team by making our office run seamlessly and enhancing our client care. You will embrace the RB Finance culture by acting quickly, adapting and overcoming obstacles and showing our clients “what’s possible”! You will support the business owner in day-to-day tasks and be responsible for general office and loan administration.

• Providing support to make the client experience seamless and smooth
• Loan Admin and preparing loan submissions
• Office Admin, including but not limited to, Telephone & Mail Management, Appointment Booking and Management, Client Greeting, Meeting Room Management
• Maintaining client data and managing all things client care,
• Processing and Supporting Loan Functions of the office including Settlements, Lender follow-up, Valuation, Pricing and Annual Reviews.

About You:

You're highly motivated, a fantastic communicator and your attention to detail shines through the roof! Celebrating team successes is how you roll but with the ability to work autonomously under pressure and meet key deliverable deadlines. You understand the trust clients place in you to assist them, you respect that relationship and reward them with a gold-standard experience.

Your Experience:

• You are a competent and experienced office administrator with exposure to the finance or lending industry.
• You are experienced in client care and can deliver a gold-standard client experience.

Your Personality:

• You'll be highly client-facing and your professionalism and friendly demeanour will be at the forefront of everything you do.
• Your organisational skills are next level, you have a place for everything and everything is in its place.
• You're a go-getter! You want to find the solution rather than wait for the answers to present themselves and can think laterally to find that solution.
• You take the job seriously but not yourself seriously. We also like to have a laugh and believe that if you are going to work then you may as well enjoy it!
• By embracing technology in business, you pick up new systems easily with the appropriate amount of training.
• You want to be valued and know that you are truly making a difference in people's lives by delivering the best possible client experience so they can achieve their financial goals and dreams.

The Benefits:

We’ll support you with appropriate training and development opportunities along with a team and business culture that will allow you to get on with the job and reach your full potential. The system, support staff and processes we have in place mean you’ll get stuck into what you do best, and you’ll be surprised by what you can achieve with us. As an important part of a smaller team, we won't treat you like a cog in a machine and believe in rewarding our team both financially and with the ability to be involved in the future of the business by moving up the ladder.

• There will be the opportunity for career development as we grow our business.
• Our industry-leading process is fundamental to the success of the business, and we'll empower you to have a voice within the business and be involved in continual process improvement.
• We know that you’ll get this full-time job done from our Toowoomba Office.

Our Company:

We kicked off in January 2017 after 15 years in banking. We could see the gaps in how banks were failing their customers. We use our real-world experience and genuine interest in our clients to ensure we provide real results. This customer dedication or obsession is what it takes to get the right outcomes. We genuinely care about our clients and their experience is at the forefront of everything we do. We're authentic and relaxed but professional with our clients, whilst also maintaining the highest amount of integrity and making sure we deliver on what we promise (with lots of laughs along the way).

What we Believe and Strive for:

• We believe in compassion & fairness in levelling the playing field in negotiations with the lenders.
• Our adaptive, open, limitless thinking empowers our customers on their financial journey and enables them to see what is possible.
• We will act quickly, adapt and overcome obstacles to deliver customer value by unlocking financial freedom and flexibility and ultimately creating a community without edges.
• We genuinely care about our clients, and their experience is at the forefront of everything we do.
• We are grateful for the opportunity to assist our clients, which drives us in the continual pursuit of excellence.
• We are experts at helping time-poor self-employed business owners and busy working professionals who are ready to take responsibility for unlocking their financial freedom.
• We understand that sometimes individuals and financial criteria don’t always fit neatly in a box and quite literally, their time is money.
• We make the customer experience seamless, remove the noise and importantly deliver real results.

The Application Process:

If you think this is a journey you would like to be part of we would love to hear from you. We’ve got great things planned for you.

To Apply, please follow the instructions below to prepare for shortlisting and initial testing.