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Team Meeting



Client/Account Support

Our Environment

High Energy 

Prioritise Personal Development/Achievement/Continuous Growth 


Not the ‘Usual’ Finance Company – Non conservative/formal 


Accountable to ourselves AND the team 


Innovation / Innovation / Innovation 

Social/Personal Ideals

Organised / Attention to detail / Pride in work 

Outgoing / High energy / Personality to work in team 

Innovation / Initiative  


Respond to emails

Work through tasks and update lists

Hubspot maintenance of new and existing deals


Brief with Sales – applications/settlements


Take part in team meetings


Request and send out payouts/statements


File away emails from the day


Touch base with clients


Reconciliations on Xero


Generating invoices


Update client details and maintain organised records

Skill Set Ideals

Good understanding of business structures; Sole Trader/Pty Ltd/Trust etc 

Basic understanding of commercial finance;

Chattel Mortgage/Business Loan/Line of Credit etc 


Tech Stack – Hubspot CRM / Microsoft Suite 

Entering/organising client information into software and Lender Portals 

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