Broker Support (Sales & Finance Administration) - BREMPAF02

Role Title: Broker Support (Sales & Finance Administration) Location: South Africa (Fully remote) Type: Long Term - Contractor Hours: Monday to Friday (12am – 8am SAST) Salary: R16 000 - R27 000 per month - Negotiable based on experience Reporting to: Director / Executive Leadership Team

About our client:

• A rapidly-growing commercial finance brokerage specialising in asset, vehicle, truck and machinery lending across Australia.

About the role:

Provide high-quality administrative and customer support to the broker team; managing application and documentation follow-up, CRM tasks and pipeline progress to ensure exceptional client service and efficient process execution.

Key Responsibilities:

• Monitor the CRM system (e.g., tasks, workflows, steps outstanding) to identify broker follow-up items, documentation missing, or application progress stalled.
• Liaise with brokers to chase outstanding documents/applications, communicate with clients, lenders and internal teams to drive completion.
• Process general broker support tasks: file/document preparation, data entry, uploading applications, assisting with workflow routing, ensuring compliance and accuracy.
• Provide customer service: respond to client enquiries (phone, email), update clients on status, escalate any issues, maintain a professional, helpful client interface.
• Work with sales/broker team to prioritise tasks and support busy deal flows, ensuring no outstanding items lag.
• Assist with maintaining and updating CRM data integrity: ensure contact details, application status, follow-up tasks are accurate; report on key metrics (e.g., number of outstanding docs by broker).
• Support internal teams (operations, settlement, marketing) as needed — e.g., preparing reports, coordination of hand-over between broker and settlement team.
• Strong administrative experience, preferably in finance or brokerage environment; comfortable working in a fast-paced setting with multiple stakeholders.
• Basic CRM experience is essential, ideally HubSpot, with ability to work with tasks/ workflows and a sales pipeline.
• Excellent communication skills (written & verbal) and customer service orientation.

Highly organised, methodical, able to track and follow up many moving parts and ensure nothing falls between the cracks. Intermediate to advanced Excel skills, ability to generate basic reports and manage data. Understanding of broker flows: from application to settlement, documentation obligations, lender requirements.