Company Description
LoanOptions AI is a leading loan services provider based in Sydney. Our award-winning
business has received recognition from organizations like WeMoney, The Australian Broking
Awards, FinTech Awards, and more. We offer a range of services to our customers,
including:
? Car Loans
? Equipment Finance
? Personal Loans
? Business Loans
? Insurance
Position: Finance Broker
We are seeking a motivated Finance Broker to join our team.
Job Description
As a Finance Broker, you will:
? Support customers with their lending needs via phone, email, and video chat
? Prepare documents outlining finance conditions, repayments, and loan terms
? Manage and nurture relationships within an existing client portfolio and referral
network, ensuring high customer satisfaction
? Assess client financial situations and provide tailored finance solutions
? Negotiate with lenders to secure optimal loan products and rates
? Guide clients through the loan application process, providing education along the way
? Collaborate with support staff to ensure efficient loan processing and compliance
? Identify new business opportunities and contribute to overall growth
Qualifications
To excel in this role, you’ll need:
? High levels of drive, motivation, and integrity, with a desire to help Australians
achieve their dreams
? A Certificate IV in Finance & Mortgage Broking (If you don’t currently hold a Cert
IV but meet our other criteria, we can assist you in obtaining it)
Salary
? Base salary ranging from $65k to $85k, based on experience
? Competitive bonus incentives available
LoanOptions AI is a leading loan services provider based in Sydney. Our award-winning
business has received recognition from organizations like WeMoney, The Australian Broking
Awards, FinTech Awards, and more. We offer a range of services to our customers,
including:
? Car Loans
? Equipment Finance
? Personal Loans
? Business Loans
? Insurance
Position: Finance Broker
We are seeking a motivated Finance Broker to join our team.
Job Description
As a Finance Broker, you will:
? Support customers with their lending needs via phone, email, and video chat
? Prepare documents outlining finance conditions, repayments, and loan terms
? Manage and nurture relationships within an existing client portfolio and referral
network, ensuring high customer satisfaction
? Assess client financial situations and provide tailored finance solutions
? Negotiate with lenders to secure optimal loan products and rates
? Guide clients through the loan application process, providing education along the way
? Collaborate with support staff to ensure efficient loan processing and compliance
? Identify new business opportunities and contribute to overall growth
Qualifications
To excel in this role, you’ll need:
? High levels of drive, motivation, and integrity, with a desire to help Australians
achieve their dreams
? A Certificate IV in Finance & Mortgage Broking (If you don’t currently hold a Cert
IV but meet our other criteria, we can assist you in obtaining it)
Salary
? Base salary ranging from $65k to $85k, based on experience
? Competitive bonus incentives available