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Broker Personal Assistant / Customer Service Officer - Subia...


Administration & Secretarial
Source: uWorkin


  • Strong Focus on Workplace Culture!
  • Fun, Goal Orientated Team!
  • Career Progression!

The Company:

Conquest Finance specialises in helping families, small businesses and individuals conquer their finances. We are known for being extremely tenacious when it comes to delivering outcomes for our clients, simply because we understand the important role, we play in their life ambitions.

As a business, we have a strong focus on workplace culture and believe in outcomes delivered rather than hours clocked.

Who you Are:

We love team members who are goal orientated, believe in teamwork, love a looming deadline to spark their motivation and really bring their personality to a role.

We are seeking an individual who is not satisfied until they deliver! You will describe yourself as unstoppable solution maker when it comes to delivering for our customers and business. Your fellow peers will describe you as a well-liked team player who shines in a client driven role where you are engaging with people across a variety of backgrounds on the daily.

The Role:

Your main objective will be to assist the Director and broader finance team in delivering a professional, streamline and unique customer experience. Your area of work will include researching loan solutions, preparing documentation and loan submissions, managing ongoing client relationships, and taking charge of the administrative requirements of the office.

Working Monday to Friday 9am – 5pm, your main duties will include:
  • Assisting in answering calls, replying to emails and booking appointments
  • Managing office administration requirements
  • Providing exceptional customer service and assisting to onboard new clients
  • Assisting to nurture existing client relationship by conducting loan reviews, repricing existing loans and providing general client support as required
  • Under instruction of the broker, researching loan solutions including policy research, ordering valuations and completing pricing requests
  • Preparing documentation and loan submissions accurately and efficiently &
  • Meeting deadlines and managing the loan application from submission through to settlement.
To be considered for this great role you will have:
  • At least 2 years previous experience in the Banking and/or Finance broking, specifically in a customer service / administration role
  • Experience in reading and interpreting financials for loan applications
  • A proven track record of meeting deadlines and juggling multiple tasks
  • Intermediate MS Office Skills
  • An extremely high level of attention to detail
  • A passion for exceptional customer service and working as part of a collaborative team
  • You must be a stickler for process &
  • Be the type of person who wants to contribute to a fun, goal orientated and supportive workplace culture.
If you are seeking a varied and challenging role in a high performing team and satisfy the above criteria, then we encourage you to apply.

For the right candidate, training and coaching for career progression will be provided.
The SHORTLISTER is not an agency! We manage the application process for clients and ensure EVERY Candidate (you) is given an opportunity of being assessed for the role you are applying for.

Keep an eye out for our reply email into your inbox :-)