Broker Assistant

Woods & Co Recruitment have partnered with a multidisciplinary advisory and professional services firm based in Melbourne. They are seeking a Broker Assistant to help support the team.

What do you do?

• Preparing and inputting Home Loans into the Mortgage Broking CRM.

• Analysing financial statements, tax returns, P&Ls, and Balance Sheets to support lending decisions.

• Assisting with Commercial & Business Loans, Asset Finance, SMSF Lending, and other products.

• Coordinating documentation, client communications, and general admin support to keep the team running smoothly.

What do you need?

• 2+ years’ experience as a Lending Associate.

• A tertiary degree in Business, Economics, or Commerce.

• Strong proficiency in Microsoft Suite.

• A good understanding of accounting fundamentals and financi...