Client Liaison Officer - Finance

Summary about this job

Detail information about job Client Liaison Officer - Finance. Terms and conditions vacancy

• Are you looking for a career in finance?
• Are you a high-performer?
• Work with an award-winning company

As Perth's only full-service property investment consultancy, Momentum Wealth ® works exclusively with and on-behalf of investors to help them achieve significant wealth through property investment.

We know that to achieve best practice in everything we do, we must attract and retain the best people. So if you're passionate about property investment, believe you can contribute to our success and want to be part of a fun and engaging company culture, then we have the opportunity you are looking for.

We are seeking a highly motivated and enthusiastic individual to join our busy team. You will be responsible for supporting our finance brokers by overseeing the loan process from submission through to settlement. This is a great opportunity for a recent university graduate to kick-start their finance career and develop into a credit adviser/finance broker with our support and training. Specifically, you will be responsible for:

• Submitting loan applications online
• Following-up the loan process from submission through to settlement
• Regular liaison with lenders, clients, internal consultants, & settlement agents
• Inputting and maintaining information within the company CRM & aggregator database
• Updating procedures, processes & quality control measures
• Preparing various documentation and letters
• Undertaking administrative tasks relating to the Finance Broking Department

What you will bring

To be successful in this role, you will be a self-starter who has a demonstrated ability to take control of your schedule and provide exceptional service to clients (internal and external). You live your life with complete personal accountability and don't rely on others for your motivation or to do your job for you. In addition, you are a person who possesses the following attributes. 

Essential

• Results and outcome focused
• Strong attention to detail
• Highly motivated with a strong work ethic
• Enthusiasm for supporting and working with a team
• Superior organisational skills & ability to multi-task & prioritise
• Assertive personality
• Highly-developed communication skills with a sound grasp of emotional intelligence
• Integrity & a willingness to uphold our core values & service charters in all dealings with clients

Highly desirable

• Tertiary or other qualification in finance
• Experience working with a CRM and aggregator database
• Intermediate to advanced knowledge of Microsoft Office and relevant IT Applications
• IT skills & knowledge
• Ability to work autonomously & in a team environment

What's in it for you?

You will have the opportunity to work with an innovative company paving the way for investors. We have an outstanding team, great systems and fantastic rewards and the company will provide you with the opportunity to:

• work alongside property investment specialists;
• undertake ongoing training & development to develop your organisational skills to help you succeed;
• grow the role with the view to becoming a finance broker; and 
• work with a supportive team that celebrates success & has fun along the way

Our clients and our team demand that we only recruit the best. If this sounds like the career for you, then send your resume and cover letter direct through seek. 

To find out more about our company, please visit our website at www.momentumwealth.com.au.