Finance Assistant
$45,000 + 10% superannuation
Career progression
Multi-award-winning mortgage brokerage
About Mint Equity
Mint Equity is a multi-award-winning mortgage brokerage and we've built our reputation as a trusted mortgage broker by drawing on over 26 years of banking experience.
We are an owner-operated business, and don’t report to boards or investors, giving us the ability to be agile and grow our business the way we want to. Over the last seven years, we’ve established a well-respected brand, won multiple awards and built a loyal client following.
How we operate
We have very high standards. There is no mediocrity at Mint Equity. Quality across everything we do is key to our success, and yours.
Our clients and team expect top quality across all aspects of our business, from emails and marketing to our applications and post settlement care.
You’ll be coached by our Director Zac Peteh, who has over 26 years credit, banking and finance experience, and supported by our growing team of associates, of which include a former senior bank credit manager. You’ll work closely with our executive team to contribute to innovation, service delivery and marketing to further expand our brand and your success.
This inclusive approach will ensure that you’ll reflect on your time at Mint Equity with pride.
Joining Mint Equity
We aren’t just looking for a new employee, we’re looking for someone to grow with us, contribute, and down the path, progress through our business into management.
2021 is going to be an exciting year for Mint Equity. We’ll be expanding our team, services and locations to further meet the needs of our clients.
This is your opportunity to get in early and secure your place with Mint Equity, which we think will reward you just as much as it does us.
The role
This role works closely with Mortgage Broker/s and Finance Associates, to assist in the preparation of loan applications, lender submissions and post settlement client management. The Finance Assistant is responsible for collating and quality checking client documentation and credit applications ready for submission to the selected lender. They are also responsible for ensuring the client database (Mercury) and files (OneDrive) are up to date with client communications and compliance documentation.
In addition to supporting the application process, this role will also assist with post settlement reviews.
Administration and sales support duties include answering and distributing incoming calls, greeting clients and visitors, document management, and implementation of new systems and processes as directed by the business manager.
This role will also be responsible for the asset finance opportunities, including assisting clients with the preparation of consumer and commercial asset finance, collating and checking supporting documentation, liaising with the client to present the finance options through to settlement.
Attention to detail is key to this role as is a solid understanding of credit policies, the application and settlement processes. Strong client services skills are required to build long lasting relationships with clients.
Essential requirements
either 2 years previous experience in a broker/bank/lender support role OR formal qualifications in accounting, finance, or mortgage broking
Certificate IV (or above) in Financial Service or Finance and Mortgage Broking is beneficial but not essential if you have industry experience
ability to interpret financial documents - Balance Sheet, Profit & Loss, Tax Returns
strong Microsoft Office skills, with intermediate to advanced Excel skills
a high level of attention to detail, strong analytical, process & problem-solving skills
a creative and ‘outside the box’ mind set
a positive and proactive approach
excellent communication (verbal and written) and the ability to proof read emails BEFORE clicking send
knowledge of Mercury and Apply Online is beneficial but not essential
applicant must be a permanent resident of Australia
a satisfactory National Criminal History Record (Police Check) and Anti-money laundering check will be required prior to commencement.
What we’ll love about you
To start with, you’ll be comfortable working autonomously and at pace. You’re a creative thinker who won’t be beaten when things don’t go your way. You’re tenacious but not pushy, and your attention to detail is second to none.
Benefits and office culture
We love to laugh, so you’ll need to bring your sense of humour with you. Our culture is fun, hardworking and down to earth. We have a smart-casual dress code so no need for suits or high heels (unless you fancy it). The Directors’ dog will visit the office every now and then, we’ll have good coffee on standby and indoor and outdoor working areas in our brand new office in Erina on the Central Coast.
This is an entry level role and the starting salary is $45,000 + 10% superannuation.