Job Description
About Us:
Weare a leading outsourcing firm providing comprehensive back-office support and administrative support to financial advisors, mortgage brokers, accountants, and businesses in various industries. The company offers services such as paraplanning, mortgage loan processing, SMSF accounting, bookkeeping, audit, compliance, and more. With a focus on improving client operations and achieving excellence, we cater to clients globally, including Australia, the US, and the UK, helping them streamline their financial operations and achieve better business outcomes. Job Summary: Weare seeking a highly skilled and experienced Manager/Assistant Manager to oversee our Australian Mortgage Team. The ideal candidate will have extensive industry knowledge, technical expertise, excellent communication skills, and a proven track record of managing teams and delivering exceptional client services. This role involves managing day-to-day operations, ensuring work quality, and driving the division's overall growth.
Key Responsibilities :
● Oversee and manage the team’s daily tasks, ensuring smooth operations and adherence to timelines. Monitor workflows and ensure the highest quality standards are maintained in all deliverables.
● Contribute to initial and ongoing team training, and drive the training where required.
● Conduct regular reviews of team outputs to identify and rectify discrepancies.
● Provide technical support and guidance to the team on residential, commercial, and asset financing loan applications, as well as other loan types.
● Serveasthe go-to expert for complex cases and problem-solving.
● Organize and lead training programs to enhance the team’s technical skills and industry knowledge.
● Continuously mentor team members to improve their performance and productivity.
● Actasthe primary point of contact for clients, handling escalations, feedback, and routine updates.
● Client onboarding, account and process setup, streamlining operations, and regular client interactions to build and nurture strong relationships, ensuring long-term collaboration.
● Collaborate with internal teams, senior management, and stakeholders to drive the division’s growth.
● Regularly report on team performance, challenges, and opportunities for improvement.
● Identify opportunities to enhance workflows and implement best practices for efficiency and quality.
● Stayupdated with industry trends, lender policies, and regulatory changes.
● Leverage advanced technical knowledge to optimize processes and guide the team in specialized cases.
Key Skills & Qualifications:
● Bachelor’s degree in Finance, Business Administration, or a related field.
● 5-10 years of experience in the Australian mortgage industry, including extensive experience in residential, commercial, and asset financing loan applications.
● At least 1-3 years in a managerial or leadership role.
● Proven ability to manage and train teams while maintaining high-quality standards.
● Strong understanding of end-to-end mortgage application processes and industry regulations. ● Excellent communication and interpersonal skills, with the ability to manage client relationships effectively.
● Analytical mindset with a focus on process optimisation and problem-solving.
● Proficiency in mortgage software like MyCRM, Mercury, Flex, Infynity, Salestrekker, NMB, Brokerengine, Quickli and other relevant tools.
● Experience in an outsourcing environment is an added advantage.
