Finance Broker

We are looking for an experienced and detail-oriented Finance Broker specializing in asset, equipment, and car financing to join our team. This role is suited for a senior finance professional with in-depth experience in the Australian financial market. The ideal candidate will excel in client communication, managing bank portals, CRM tools, and demonstrating a meticulous approach to all documentation.

Responsibilities:

• 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 w...