Finance Support & Settlement Officer (Broadbeach Waters)
Core
Support finance brokers in managing the loan broking process from consultation to settlement, including document verification, client liaison, and fund transfers.
Role type
Finance Support & Settlement Officer
Builds
Loan applications and settlements for retail clients
Domain
Financial Services / Mortgage Broking
Deliverable
client delivery
Required skills
loan document verification, client liaison, fund transfer management, compliance adherence, CRM data entry, market research
Preferred skills
recent university graduate, early career professional
Responsibilities
Review and verify loan documentation; issue loan documents and liaise with solicitors; follow up clients for outstanding items; track signed documents; confirm client contributions and manage fund transfers; maintain client files in CRM; assist with market research on loan products; ensure compliance with regulations.
Seniority
Entry-level / Early career