Teams Squared

Finance Broker

Teams Squared

full-time

Posted on:

Location Type: Remote

Location: Australia

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About the role

  • Manage asset and equipment finance applications, with a special focus on car finance.
  • Utilize MyCRM to maintain client records, streamline communications, and manage workflows.
  • Handle client correspondence through emails and bank portal systems.
  • Organize and access shared drives, ensuring all documents and information are securely maintained and easily accessible.
  • Maintain a high level of attention to detail in all aspects of client and financial document management.
  • Establish and nurture relationships with banking partners to support client financing needs.
  • Conduct thorough reviews and final checks of applications to ensure compliance and accuracy.

Requirements

  • Australian market experience is required.
  • Minimum 4 years of experience in finance brokerage, specializing in asset, equipment, and car finance.
  • Bachelors degree in Business Administration, Finance or a related field.
  • Familiarity with MyCRM or similar CRM tools for finance management.
  • Proven ability to manage and navigate bank portals efficiently.
  • Excellent organizational skills and experience with shared drive management.
  • Strong attention to detail with a commitment to accuracy and thoroughness.
  • Exceptional communication skills , both written and verbal.
  • Demonstrated ability to work independently in a remote team environment.
Benefits
  • Remote work flexibility with a competitive compensation package.
  • Access to industry-leading tools and resources to support app optimization and promotion.
  • Opportunities for professional development, including training in app analytics and marketing.
  • Impactful role in enhancing user experiences and driving app engagement.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
asset financeequipment financecar financefinance brokerageclient document managementcomplianceattention to detailbank portal navigationshared drive management
Soft Skills
organizational skillscommunication skillsindependencerelationship buildingthoroughness
Certifications
Bachelor's degree in Business AdministrationBachelor's degree in Finance