Asset Finance Support Specialist

Summary

Join our boutique Equipment Finance Broking Firm as a remote Back Office Assistant! Support our Australian team in loan application, settlement, CRM management, and compliance tasks. This role is ideal for someone with asset finance processing experience and a detail-oriented approach. You will play a critical role in ensuring smooth back-office operations, particularly during our peak season. We offer work-from-home flexibility and value work-life balance, including time off over the Christmas to Mid-January period. Training will be provided via Teams.

Requirements

• Experience in asset finance loan processing from application through settlement
• Excellent written English and professional communication skills
• Detail-oriented, organised, and systems-driven
• Comfortable working remotely and independently

Responsibilities

• Lodge “no doc” style applications using information provided by the loan writer
• Answer lender queries to help move facilities toward approval
• 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
• 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
• Ensure all records and documentation are complete, accurate, and audit-ready
• Maintain consistency with internal procedures and lender expectations
• Handle client and supplier emails in a professional, articulate, and timely manner
• Ensure updates are shared clearly and proactively throughout the loan process
• Create basic invoices in Xero as needed (training provided)
• Track invoicing and ensure follow-up if payments are delayed
• Suggest and support continuous improvement of internal systems and processes
• Help organise digital files and support general admin tasks as required
• 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

Preferred Qualifications

• Financial document analysis is a bonus but not required
• Tech-savvy and eager to learn; experience with DocuSign, Word, Excel, PDFs, and Xero (invoice only) is helpful
• Knowledge of rental, lease, and chattel mortgage products in equipment finance is preferred
• Exposure to Connected or Mercury CRM is a plus, but not required

Benefits

• Work-from-home flexibility
• Exposure to the Australian finance sector
• Great work culture with long-standing clients
• Training and mentorship provided