cbt loan

Finance Broker

Prospect, 5082, Adelaide, South Australia

Banking & Financial Services / Corporate Finance & Investment Banking

Full time

Posted 09/04/2025
Closed 23/04/2025

Full-time position urgently needed for a brokering firm in Adelaide, SA 5082 

A minimum of one year of relevant Australian experience, along with complete qualifications, appropriate skills, and experience, is required.

 
Duties will include but not limited to,


•    Processing loan applications and preparing settlement documentation
•    Client and lender contact via phone, text and email
•    Learning and understanding the credit policies of various lenders
•    Providing administration support

  • Acquiring new clients and assessing their needs according to their financial information.
  • Assisting clients with pre-approval on loans
  • Analyzing and comparing different home loan options available to the client.
  • Ensuring compliance with banking and financial legislation on the state and federal levels.
  • Educating clients on their legal and financial options and ensuring they understand them.
  • Helping clients complete and understand all the necessary paperwork

 

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