Finance Broker / Finance Administration Officer in Melbourne

Finance Broker / Finance Administration Officer in Melbourne

Melbourne Full-Time 62100 - 75900 $ / year (est.) On-site
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At a Glance

  • Tasks: Assist with finance applications and maintain client relationships in a dynamic team.
  • Company: Join Oakmont Finance, a growing company in Epping, Victoria.
  • Benefits: Gain exposure to finance products, training, and long-term career progression.
  • Other info: Full-time, office-based role with a supportive workplace culture.
  • Why this job: Learn from experienced professionals and develop your finance career.
  • Qualifications: Experience in finance or administration is preferred; eagerness to learn is essential.

The predicted salary is between 62100 - 75900 $ per year.

FINANCE BROKER / FINANCE ADMINISTRATION OFFICER

WE'RE HIRING - FINANCE BROKER / FINANCE ADMINISTRATION OFFICER

Oakmont Finance is looking for a motivated and reliable person to join our growing team in Epping, Victoria.

An experienced Finance Broker; or

A finance administration professional who is eager to learn our business and develop a long-term career in finance.

ABOUT OAKMONT FINANCE

  • Asset and equipment finance
  • Car, van and truck loans
  • Commercial and business lending

THE ROLE

Depending on your experience, your responsibilities may include:

  • Assisting with finance applications from enquiry through to settlement
  • Collecting and reviewing client information
  • Preparing lender submissions
  • Communicating with clients, lenders and referral partners
  • Following up outstanding applications and documents
  • Updating our CRM and maintaining accurate client records
  • Supporting compliance and file-management requirements
  • Learning lender policies and identifying suitable finance solutions
  • Helping develop and maintain long-term client relationships
  • Communicates confidently and professionally
  • Has strong attention to detail
  • Is organised and comfortable working with deadlines
  • Has good computer and CRM skills
  • Is willing to learn and take responsibility
  • Works well in a team environment
  • Has a positive, client-focused attitude

Experience in finance, banking, mortgage broking, asset finance, accounting or administration will be highly regarded.

For an experienced broker, relevant finance-broking qualifications and industry experience are preferred.

WHY JOIN OAKMONT?

  • Learn directly from an experienced finance team
  • Exposure to multiple commercial-finance products
  • Training and professional development
  • Supportive and growing workplace
  • Opportunity to develop into a senior finance or broking position
  • Long-term career progression for the right person

Location: Epping, Victoria

Position: Full-time, office-based

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Please feel free to share this opportunity with someone who may be suitable.

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Finance Broker / Finance Administration Officer in Melbourne employer: Oakmont Finance Pty Ltd.

Oakmont Finance is an exceptional employer located in Epping, Victoria, offering a supportive and dynamic work environment where employees can thrive. With a strong focus on professional development, team collaboration, and exposure to diverse finance products, we provide ample opportunities for career progression and skill enhancement. Join us to be part of a growing team that values your contributions and fosters long-term relationships with clients and colleagues alike.

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Contact Details:

Oakmont Finance Pty Ltd. Recruitment Team

We think you need these skills to ace Finance Broker / Finance Administration Officer in Melbourne

Finance Applications Management
Client Information Review
Lender Submission Preparation
Communication Skills
CRM Proficiency
Compliance Knowledge
File Management