ABOUT US:

Established in 2005, Logic Finance has grown over the years to include all aspects of finance, including commercial, business, residential and vehicle finance. This a great opportunity to be part of a dynamic team who provide a boutique finance service for professionals and businesses.

The role:

We are seeking a full-time Finance Manager. As part of this role, you will have a good understanding of lender products and policies, and previous experience in packaging loan applications is required.

Your previous experience will see you be able to handle complex applications including self employed, company and trust structures

We offer a balanced work from home/office arrangement. We also focus on all team members having a sound work/life balance.

Your job role will include, but not limited to, liaising with clients, lender research, servicing, packaging of applications and application tracking.

You will also work alongside a dedicated Support Officer.

You will team up with a number of brokers that have a minimum of 10-20 years experience in the industry.

For the right person, we offer a competitive salary. This salary structure will be based on your experience within the industry and can be negotiated in various options.

We are open to a part-time role for the right candidate.

Job responsibilities:

Initial welcome contact with new and existing clients

Complete initial serviceability assessments and reviews

Research lender policy and options for new scenario's

Documentation and data collection

Maintaining and updating the CRM database (MyCRM & HubSpot)

Post settlement checklist and compliance

Existing client maintenance where required (ie. Variations, pricing, valuations etc)

Managing new and existing referral partner relationships including attending regular meetings

Assistance with generating new business

Managing existing and new clients relationships

Skill sets & Attributes:

Relevant Broking/Loan Support Manager experience (4+ years)

Experience with submitting complex and self-employed applications (mandatory)

Ability to read tax returns and financials and transfer data into servicing calculators (mandatory)

Diverse lender product knowledge

Full understanding of residential lending

Understanding of vehicle and commercial finance (preferred but not essential – training can be provided)

Experienced with MyCRM & HubSpot software, or similar (preferred but not essential)

Experienced with ApplyOnline

Strong attention to detail

Sense of urgency and ability to complete tasks within time-frames

Show a strong focus on sales, settlements and growing business

Ability to show initiative

Confident to work unsupervised

Ability to make quick decisions to keep applications progressing

What we offer:

Business laptop provided

Flexible work from home and office arrangement

Competitive salary based on experience

On-going training and support

An office of experienced brokers

Professional office facilities in Norwood

The ability to work unsupervised

If you would like to apply for this opportunity please email your resume and CV to [email protected].

Please make sure to cover your relevant experience in your CV.