This is a remote position.
- Monitors and manages incoming emails and enquiries for both themselves and the client responding promptly and appropriately and referring to the relevant staff member when necessary.
- Filing of documents
- Pre-populate the Home Loan Broker Notes
- Assist with Home Loans / Business Finance/ Business Broking
- Check Eagle and Mercury as well as the new CRM for any tasks and updates daily
- Check with the client if there is anything that needs doing if no task list is sent through
- Make up a new Information Memorandum and filing of documents for Business Listings
- Work with the clientto upload Social Media and Marketing
- Assist with advancing the Technology and IT of the company to become a leader in the industry
- Provide a daily update before logging off each afternoon
- Maintains security and safety of files and documents
- Performs administrative duties as needed filing documents maintaining office procedures and assisting with event coordination
- Be a team player and assist in other areas of the business where necessary.
Requirements
- Finance / Mortgage Broking background
- Mathematics / Excel and Microsoft Office suit
- AI understanding and some programming background
- Facebook / Social Media / Marketing experience
- Experience with Mercury and Apply Online in the Mortgage Broking space
- Experience with Canva
Benefits
Here at Access Offshoring we believe in more than finding our clients the right candidate. We believe in the human perspective. We believe in our candidates and their dreams. We believe in finding the right role for you. We are committed to working for you as much as we work for our clients.
Access Offshoring is dedicated to saving business ownershours by 2031 and we need your help. Transforming the way businesses operate we connect great businesses with amazing offshore talent.
We recognise that we often get more done in our own designed workspace so Access Offshoring offers a complete work from home model. Yep thats right 100% work from home. But wait theres more.
Here are just some of our benefits:
- Australian clients and Australian hours (giving you great experience and an early finish!)
- Work from Home Allowance
- HMO for you AND a dependent from Day 1
- 20 Days Annual Leave and 5 Days Sick Leave
- Government Statutory Benefits
- 13th Month Pay
- Computer Equipment
- Opportunities for growth
Required Skills:
Notion Excel
This is a remote position. Monitors and manages incoming emails and enquiries for both themselves and the client responding promptly and appropriately and referring to the relevant staff member when necessary. Filing of documents Pre-populate the Home Loan Broker Notes Assist with Home Loans...
This is a remote position.
- Monitors and manages incoming emails and enquiries for both themselves and the client responding promptly and appropriately and referring to the relevant staff member when necessary.
- Filing of documents
- Pre-populate the Home Loan Broker Notes
- Assist with Home Loans / Business Finance/ Business Broking
- Check Eagle and Mercury as well as the new CRM for any tasks and updates daily
- Check with the client if there is anything that needs doing if no task list is sent through
- Make up a new Information Memorandum and filing of documents for Business Listings
- Work with the clientto upload Social Media and Marketing
- Assist with advancing the Technology and IT of the company to become a leader in the industry
- Provide a daily update before logging off each afternoon
- Maintains security and safety of files and documents
- Performs administrative duties as needed filing documents maintaining office procedures and assisting with event coordination
- Be a team player and assist in other areas of the business where necessary.
Requirements
- Finance / Mortgage Broking background
- Mathematics / Excel and Microsoft Office suit
- AI understanding and some programming background
- Facebook / Social Media / Marketing experience
- Experience with Mercury and Apply Online in the Mortgage Broking space
- Experience with Canva
Benefits
Here at Access Offshoring we believe in more than finding our clients the right candidate. We believe in the human perspective. We believe in our candidates and their dreams. We believe in finding the right role for you. We are committed to working for you as much as we work for our clients.
Access Offshoring is dedicated to saving business ownershours by 2031 and we need your help. Transforming the way businesses operate we connect great businesses with amazing offshore talent.
We recognise that we often get more done in our own designed workspace so Access Offshoring offers a complete work from home model. Yep thats right 100% work from home. But wait theres more.
Here are just some of our benefits:
- Australian clients and Australian hours (giving you great experience and an early finish!)
- Work from Home Allowance
- HMO for you AND a dependent from Day 1
- 20 Days Annual Leave and 5 Days Sick Leave
- Government Statutory Benefits
- 13th Month Pay
- Computer Equipment
- Opportunities for growth
Required Skills:
Notion Excel
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