Job description
Company Overview:
We are a boutique Equipment Finance Broking Firm with offices on the Central Coast and Sydney, operating nationally through our niche in Education Lending. With over 30 years in the industry and under new management, we’re entering an exciting growth phase and are looking for a reliable, detail-oriented Back Office Assistant to support our busy operations.
About the Role:
This is a remote, work-from-home opportunity ideal for someone with experience in asset finance processing. You will be supporting our Australian team in loan application, settlement, CRM management, and compliance tasks. Training will be provided via Teams.
You will play a critical role in making sure our back office runs smoothly, especially during our peak period from October to February. We are flexible and value work-life balance, with time off over the Christmas to Mid-January period.
Responsibilities:
1. Application Support
• Lodge “no doc” style applications using information provided by the loan writer.
• Answer lender queries to help move facilities toward approval.
• Financial document analysis is a bonus but not required.
2. Settlement Coordination
• Liaise with suppliers to request invoices.
• Prepare and issue loan documents for execution.
• Check and proof settlement paperwork prior to submission.
• Close off deals in the CRM system.
• Notify clients and suppliers about settlement and contract details.
3. CRM Data Management
• Add and update client records in the CRM (training provided).
• Assist with CRM data cleanup following email marketing campaigns.
• Maintain accurate data storage for compliance and workflow efficiency.
4. Compliance & Documentation
• Ensure all records and documentation are complete, accurate, and audit-ready.
• Maintain consistency with internal procedures and lender expectations.
5. Customer & Supplier Communication
• Handle client and supplier emails in a professional, articulate, and timely manner.
• Ensure updates are shared clearly and proactively throughout the loan process.
6. Invoice & Xero Management
• Create basic invoices in Xero as needed (training provided).
• Track invoicing and ensure follow-up if payments are delayed.
7. Process Improvement & Admin Support
• Suggest and support continuous improvement of internal systems and processes.
• Help organise digital files and support general admin tasks as required.
8. Conference Participation (Optional but Encouraged)
• Attend one national Education Business Manager Conference annually to build industry relationships and deepen knowledge.
• Travel opportunities throughout Australia; partners welcome to join for social events.
Ideal Candidate:
- Experience in asset finance loan processing from application through settlement.
- Knowledge of rental, lease, and chattel mortgage products in equipment finance is preferred.
- Excellent written English and professional communication skills.
- Detail-oriented, organised, and systems-driven.
- Comfortable working remotely and independently.
- Tech-savvy and eager to learn; experience with DocuSign, Word, Excel, PDFs, and Xero (invoice only) is helpful.
- Exposure to Connected or Mercury CRM is a plus, but not required.
Perks:
- Work-from-home flexibility
- Exposure to the Australian finance sector
- Great work culture with long-standing clients
- Training and mentorship provided
