Parabroker AU Experience
Parabroker AU Experience
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Salary Not Disclosed
1 Vacancy
Job Description
This is a remote position.
POSITION SUMMARY:
The Parabroker is responsible for supporting our financial advisors and brokers by providing comprehensive administrative and client support. This position involves researching preparing reports managing client accounts and acting as a liaison between clients and advisors.
The candidate must have strong verbal and written communication skills effective interaction resourceful and able to find solutions independently anticipating challenges and proactively addressing them can be trusted to handle information maintain confidentiality and consistently deliver quality work.
ABOUT C FINANCE:
At C Finance Brokers we specialize in providing tailored financial solutions for a diverse range of needs from home loans and business investments to debt consolidation. Our dedicated team of strategic resultsdriven professionals is committed to guiding clients toward financial success. With extensive experience and qualifications we pride ourselves on delivering expert advice and personalized support to help our clients achieve their financial goals. Join us in making a positive impact on our clients financial journeys.
PERFORMANCE OBJECTIVES:
Client Communication: Reach out to existing clients through email and text messages to inform them about potential price discounts from their current lenders. Provide prompt and informative responses to client inquiries and requests.
Mercury Software Utilisation: Undergo training to become proficient in using the Mercury software the same software used by our team. Log into the Mercury system to access client details review loan information and initiate negotiations with lenders.
Discount Acquisition: Collaborate with the parabroker team to identify opportunities for price discounts on clients loans. Gather necessary documentation and information required for lender negotiations.
Data Management: Maintain meticulous records of client interactions communications and updates within the Mercury system. Ensure that all client data remains accurate and uptodate.
Repricing Schedule: Work in alignment with our repricing schedule which involves reviewing and potentially renegotiating loan terms every six months for each client.
Requirements
SKILLS:
Excellent oral and written communication skills.
Strong attention to detail to maintain precise records.
Selfmotivated and capable of working independently to meet deadlines.
PREVIOUS EXPERIENCE:
Australian equivalent bachelor s degree (Philippines college degree)
Proficiency in using software applications including Microsoft
Office and a willingness to learn and master the Mercury software.
Outstanding organizational skills to manage a substantial client portfolio.
Dedication to providing excellent customer service and helping clients realize potential savings.
Previous experience in financial services lending or administrative roles is preferred but not mandatory.
Benefits
Here at Access Offshoring we believe in more than finding our clients the right candidate. We believe in the human perspective. We believe in our candidates and their dreams. We believe in finding the right role for you. We are committed to working for you as much as we work for our clients. Access Offshoring is dedicated to supporting business owners and we need your help. Transforming the way businesses operate we connect great businesses with amazing offshore talent. We recognize that we often get more done in our own designed workspace so Access Offshoring offers a complete work from home model. Yep that s right 100% work from home. But wait there s more. Here are just some of our benefits:
- Work from Home Allowance
- HMO for you and a dependent from Day 1
- 20 Days Annual Leave AND 5 Days Sick Leave
- Government Benefits and 13th Month Pay
- Computer Equipment
- Opportunities for growth
- Competitive Salary
SKILLS: Excellent oral and written communication skills. Strong attention to detail to maintain precise records. Self-motivated and capable of working independently to meet deadlines. PREVIOUS EXPERIENCE: Australian equivalent bachelor s degree (Philippines college degree) Proficiency in using software applications, including Microsoft Office, and a willingness to learn and master the Mercury software. Outstanding organizational skills to manage a substantial client portfolio. Dedication to providing excellent customer service and helping clients realize potential savings. Previous experience in financial services, lending, or administrative roles is preferred but not mandatory.
Employment Type
Full Time
