The Happy Finance Company consists of 4 of the top brokers in Queensland, Australia who have recently rebranded. They have very large loan books and are growing at a rapid pace.

Matthew Goodyear is Founder and Director of The Happy Finance Company, which consists of 4 experienced Brokers located in Australia, and numerous Broker Support staff based in various locations worldwide.

Broker Support Officer

Views: 128 | Apply Before: 2 weeks, 1 day from now

Basic Job Information

Job Category	:	Accounting / Finance
Job Level	:	Mid Level
No. of Vacancy/s	:	[ 1 ]
Employment Type	:	Full Time
Job Location	:	Remote
Offered Salary	:	$. 1,405 - 1,751 Monthly
Apply Before(Deadline)	:	May. 31, 2025 23:55 (2 weeks, 1 day from now)

Job Specification

Education Level	:	Under Graduate (Bachelor)
Experience Required	:	More than 2 years
Professional Skill Required	:	Finacle Software Communication Teamwork Mortgage Management MS Word

Other Specification

Skill and Qualification:

At least 2 years of experience with the Australian mortgage industry
Demonstrated effective communication skills, both written and verbal, for engaging with borrowers, stakeholders, and external partners.
Proficiency in Microsoft Office suite (Word, Excel, Outlook) is essential for handling documentation and correspondence effectively.
Highly organized with excellent time management abilities to efficiently handle tasks and responsibilities.
Strong ability to multitask and prioritize tasks effectively, ensuring deadlines are met and objectives are achieved.
Capable of working independently as well as collaboratively within a team, fostering a cooperative and productive work environment.
Understanding of software systems such as BrokerEngine, Mercury Nexus and/or Quickli would be highly regarded
Knowledge of the compliance requirements for each registered lender on the panel of Australian aggregator, Connective, would be highly regarded

Job Description

The Broker Support Officer provides virtual support for Matthew Goodyear, Mortgage Broker, based in Queensland, Australia. It includes processing and tracking of Australian home loans from pre-submission through to settlement, at a specialised level of knowledge and skill. The role is required to liaise with Broker/s, banks, other support staff and individual clients, in English. The contractor in this role is required to have extensive and specialised knowledge of the Australian mortgage industry. This expertise includes but is not limited to: excellent understanding of software systems such as BrokerEngine, Mercury Nexus and/or Quickli; specific knowledge of the compliance requirements for each registered lender on the panel of Australian aggregator, Connective; and exceptional command of the English language in order to converse with Australian clients and lenders.

Matthew Goodyear is Founder and Director of The Happy Finance Company, which consists of 4 experienced Brokers located in Australia, and numerous Broker Support staff based in various locations worldwide. The role will support only one Broker and will work closely with the rest of his team.

Responsibilities :

Data entry of loan application information into lender platforms
Assist with processing & tracking home loans from pre-submission through to post-settlement
Conduct thorough analysis of financial statements and assessment of credit requests, including new requests, changed requests, refinancing and annual due diligence, and present the recommendations to the Broker
Liaise with customers to request supporting documentation and update them on the progress of their application
Form relationships and communicate with (mostly Australian) customers, lenders, referrers, and other business agents
Keep active notes and manage applications in a dedicated Customer Relation Management (CRM) platform
Assist in ensuring compliance processes are followed and maintained
Provide exceptional customer service
Contribute to the development of client education events and resources, where required.