Finance Broker

Finance Broker Position

Magnolia Lane Financial Services is a full-service Equipment Finance brokerage firm with offices in Sydney, Brisbane, Melbourne, Adelaide and Orange, NSW.

The business was established in 2014 with the Directors and key staff holding a combined 100+ years of industry experience.

Magnolia Lane is also a member of CAFBA, the peak professional body representing Commercial Asset and Finance Brokers of Australia ( http://www.cafba.com.au/).

Magnolia Lane’s national footprint is growing and is seeking a motivated, well-presented candidate with excellent communication skills to be employed as a Finance Broker. The ideal candidate will have recently completed or is close to completing a Business, Commerce, Finance or Accounting related degree.

Remuneration will be in line with other Graduate Business/Commerce positions and dependant on location, will also include a fully maintained company vehicle, phone and laptop.

Position: Finance Broker

• Provide general broker support
• Analysis of financial statements to assess finance applications (training will be provided)
• Client, lender, broker & business contact liaison
• Client relationship management – from application to settlement proactively driving the approval process and client relationship
• Client visits for execution of financial contracts (must hold a valid driver’s licence for term of employment)
• Support directors, senior brokers and operations staff in administrative duties when required (Accurate data entry, file & CRM management, documentation, client liaison, accounting, financial analysis)
• Attend and assist with organisation of company functions
• Complete file management and follow ups (pre to post settlement)
• Opportunity to build your client portfolio and team around you in time
• National travel may be required from time to time

• Must have recently graduated or nearly graduated with a relevant degree (i.e. accounting, commerce or finance based)
• Must have excellent communication skills
• Must have excellent computer and data entry skills and ideally have previous experience using a CRM
• Must hold a valid driver’s licence

To apply, please email Cover Letter and CV to Sign in to view email