Finance Broker

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Shakespeare Financial Group engages a talented team of more than 80 professional staff providing clients with total financial solutions in divisions including Accounting, Tax and Business Consulting, Financial Advisory, Mortgage & Asset Lending, Personal Insurance and Superannuation.

Shakes is an inspired team working together to achieve great outcomes for our people, clients and community. We believe our people make all the difference to our Firm. We highly value our team, recognising and rewarding their efforts while providing a fun, social, satisfying, and safe workplace. We pave the way for our people, by providing long-term career paths supported with valuable training and growth opportunities.

THE OPPORTUNITY

Due to growth, we are currently seeking a full time talented and experienced Finance Broker to join our Shakespeare Leasing & Mortgage Solutions team, a specialist finance broking division of Shakespeare Financial Group. Through a structured and transparent process, we combine specialised advice with personal and business lending solutions. This includes residential loans, commercial loans, and asset finance.

The role will advise and assist clients with finance applications, in line with policy, statutory and professional standards. With a focus on providing high-quality finance solutions to existing and prospective customers, key responsibilities will include :

Manage the complete asset finance application process

Provide accurate and appropriate information to clients

Effectively and proactively obtain finance approvals in a timely manner

Create accurate and professional applications and documentation

Manage client enquiries professionally, efficiently and in a timely manner

Maintain 100% compliance at all times and in all dealings

Contribute to the processing of commercial loan applications within knowledge base

Capably and confidently use required systems and software, including Microsoft office

Build relationships with lenders

Successfully build strong relationships with clients

Represent Shakespeare in a professional and ethical manner

Maintain and keep up with industry, product and legislative knowledge

To be successful in this role, you will have :

Knowledge of lending, and mortgage principles, standards, and professional guidelines

Stong attention to detail and accuracy

Strong interpersonal, written, and verbal communication skills

Ability to meet deadlines

Excellent skills in Word, Excel, Outlook & Explorer

Highest standard of ethics, confidentiality, and professionalism

Willingness to undertake internal and external training as provided by the firm

Time management skills, with ability to multitask

WHAT WE OFFER

By joining the Shakes team, you will be offered :

Supportive, friendly, and welcoming team environment

Flexible working hours and WFH one day per week

Highly active and engaging social club

An active sports community – join our cycling and running teams or enjoy weekly bootcamp

At Shakes, we encourage all qualified applicants to apply. We are an equal-opportunity employer and are committed to promoting and fostering a workplace where everyone is included and treated fairly and with dignity and respect.

Only shortlisted candidates will be contacted.

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Your application will include the following questions : How many years' experience do you have as a Finance Broker? Which of the following statements best describes your right to work in Australia? How many years' experience do you have with business lending? What's your expected annual base salary?

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