AFGS - Accounting and Finance Global Services Pty Ltd

Specialized Support in Loan Processing with AFGS 🌟 In today’s fast-paced financial landscape, staying competitive means embracing efficiency and innovation—especially in loan processing. At AFGS, we specialize in transforming the loan processing journey through expert outsourcing solutions tailored to streamline your operations. Why Partner with Us? 💼 Access to Skilled Resources: AFGS takes care of the resourcing needs with our pool of highly skilled resources. 🚀 Increased Efficiencies and Improved Services: Streamlined resources allow for increased efficiencies and improved services across any organization.  ⏳ Time Zone Advantage: This unique advantage gives you the benefit of round-the-clock business operations. 💰 Reduced Costs: With outsourcing, hiring costs, as well as workspace and equipment expenses, are decreased. Whether you’re a small lender looking to grow or an established institution seeking efficiency, AFGS is here to help you exceed your business goals and deliver outstanding client experiences. Ready to optimize your loan processing? Let’s connect and discuss how outsourcing can empower your business to work smarter, faster, and more profitably. To find out more, DM us or contact AFGS on: 📲 0411 395 733 📩 clientservices@afgs.com.au 🌐 www.afgs.com.au #LoanProcessing #Outsourcing #Finance #Efficiency #LendingSolutions #CustomerExperience #BusinessGrowth #FinancialServices #LoanOperations #MortgageBroker #LoanProcessing #BusinessEfficiency #ClientFocus #Expertise #ProductivityBoost #outsourcingservices #outsourcing #outsourcingsolutions #outsourcingteam #businesssupport #virtualassistantservices #virtualassistance #virtualassistant #staffingservice #mortgagebrokers #mortgagebroker

We're #hiring a new Loan Processor in Bengaluru, Karnataka. Apply today or share this post with your network.

🚀 We're Hiring! 🚀 We’re on the lookout for talented Loan Processors and Paraplanners to join our team focused on the Australian market! Job Title: Loan Processor & Paraplanner (Australia) Location: Marathahalli, Bangalore Work From Home/ Hybrid option available depending on experience Key Responsibilities – Loan Processor ⏬ 🔹 Reporting to the Head of Operations, Team Lead & Team Lead Assistant. 🔹 Gathering information and documentation needed for the loan application. 🔹 Inputting and reviewing the data entry in the relevant software. 🔹 Completing the serviceability calculations with the lenders calculators. 🔹 Ordering the valuations 🔹 Ordering the pricing. 🔹 Preparing the compliance documents for the loan application. 🔹 Preparing the AOL application. Constantly updating policy and product knowledge through ongoing training. 🔹 Speaking with third party representatives to follow up on loan application if required. 🔹 Ad hoc administrative tasks as required by the client through the loan process. Key Responsibilities - Paraplanner ⏬ ✔️Liaising with clients to compile all financial data for the preparation of the statement of advice reports/records of advice reports. ✔️Making calls to clients to follow-up on information or requests, and preparing letters to be sent out. ✔️Entering client data into software, such as XPlan, Adviser Intelligence, Adviser Logic, and Midwinter etc. ✔️Managing Financial Adviser’s diary, scheduling client meetings. ✔️Understanding of the financial planning process. ✔️Thorough understanding of ASIC & Paraplanning Compliances. ✔️Good report writing skills. ✔️Preparing and comparing different financial modeling for clients. ✔️Ability to take a leading role in supporting financial planners and enabling them to focus on building relationships with clients. ✔️Training and staying up-to-date on industry changes. 📩 Interested? Send your resume to hr@afgs.com.au More Info: 🌐 www.afgs.com.au

🚀 Unlock the Power of Outsourcing! 🚀 At AFGS, we specialize in delivering customized outsourcing solutions for Mortgage Brokers, Financial Advisors and Accountants. From client service to data management and back-office support, our team is dedicated to helping you achieve sustainable growth. When you partner with us, you’re choosing a path to increased efficiencies and improved services, reduced operating costs, and accessing a team that’s as committed to your success as you are. To find out more, DM us or contact AFGS on: 📲 0411 395 733 📩 clientservices@afgs.com.au 🌐 www.afgs.com.au Let’s scale smarter, together. 💼 #Outsourcing #BusinessGrowth #ScaleYourBusiness #Efficiency #PartnerWithUs #AFGS  #ClientFocus #Expertise #ProductivityBoost #outsourcingservices #outsourcing #outsourcingsolutions #outsourcingteam #businesssupport #virtualassistantservices #virtualassistance #virtualassistant #staffingservice #mortgagebrokers

This Diwali, we came together as a team to celebrate light, unity, and joy! ✨ From all of us at AFGS, we wish our clients, partners, and colleagues a wonderful Diwali filled with happiness and success. May the coming year shine even brighter! 🌼 #DiwaliCelebration #WorkplaceCulture #FestivalOfLights #HappyDiwali

Bringing Diwali cheer to the workplace! 🎇 Our AFGS family came together today to celebrate with lights, laughter, and team spirit. May this Diwali mark new beginnings and continued success for everyone. Wishing all a joyous Diwali! 🪔✨ #DiwaliCelebration #OfficeFestivities #TeamSpirit #HappyDiwali

🚀 We're Hiring! 🚀 We’re on the lookout for a talented Loan Processor to join our team focused on the Australian market! If you’re detail-oriented and passionate about helping clients achieve their financial goals, we want to hear from you! Job Title: Australian Loan Processor Location: Marathahalli, Bangalore WFH option available depending on experience Role Description: This is a full-time on-site role for a Loan Processor located in Bengaluru. The Loan Processor will be responsible for:  🔹 Reporting to the Head of Operations, Team Lead & Team Lead Assistant. 🔹 Gathering information and documentation needed for the loan application. 🔹Inputting and reviewing the data entry in the relevant software. 🔹Completing the serviceability calculations with the lenders calculators.  🔹 Ordering the valuations  🔹 Ordering the pricing.  🔹 Preparing the compliance documents for the loan application.  🔹 Preparing the AOL application. Constantly updating policy and product knowledge through ongoing training.  🔹 Speaking with third party representatives to follow up on loan application if required.  🔹 Ad hoc administrative tasks as required by the client through the loan process. Qualification: • Expertise in Australian Loan Processing is a must. • Strong communication and interpersonal skills • Attention to detail and accuracy in processing the loan application. • Experience with the Australian aggregator software such as Flex, My CRM, Mercury etc. 📩 Interested? Send your resume to hr@afgs.com.au More Info: 🌐 www.afgs.com.au

🌟 Offshore Your SMSF Services! 🌟 AFGS provides cost effective Self Managed Super Fund accounting and admin services to financial planning and accounting firms who need an outsource partner to manage SMSF compliance. Our team of experts can help you grow your SMSF business by providing a professional and efficient white-labeled solution to your clients. ✅ Expert Support & Efficiency: Focus on high-value tasks while we manage the intricacies of SMSF administration and accounting. ✅ Cost-Effective Solutions: Reduce overhead costs without compromising on quality or service. ✅ Scalable Services: Whether you’re a sole practitioner or a larger firm, we adapt our services to fit your needs. Join the growing number of accountants who trust us to streamline their processes! 📞 Ready to learn more? 🌐 www.afgs.com.au 📲 0403 612 961 📩 clientservices@afgs.com.au Together, let’s drive your success! #BusinessEfficiency #ClientFocus #Expertise #ProductivityBoost #outsourcingservices #outsourcing #outsourcingsolutions #outsourcingteam #businesssupport #virtualassistantservices #virtualassistance #virtualassistant #staffingservice #SMSF #Accounting #ClientValue #Accountants

🚀 Transform Your Business with AFGS Outsourcing Solutions! 🚀 Are you looking to streamline your workflow, reduce operational costs, and maintain top-quality service? At AFGS, we specialize in providing expert offshore support across the following areas. ✅ Accounting – AFGS offers cost-effective Accounting services to help Accounting firms manage their clients and grow their business efficiently. ✅ SMSF – Our team of experts can help you grow your SMSF business by providing professional admin services to help in financial planning and also efficient white-labeled solution to your clients. ✅ Loan Processing – An outsourced loan processor handles all the tasks from loan packaging to post-settlement, giving you back the time to focus on revenue-generating activities like client relationships and lead generation. ✅ Paraplanning – We provide dedicated experienced offshore paraplanners to assist with Pre & Post tasks, SOAs/ROAs and any Adviser admin tasks. Our expertise helps businesses like yours achieve greater efficiency, productivity, and cost savings without sacrificing quality. Whether you’re a growing SME or an established enterprise, our customized outsourcing services are designed to meet your unique needs. 💡 Curious how outsourcing can take your business to the next level? Let's talk! 👉 Visit us at www.afgs.com.au to learn more. #Outsourcing #Accounting #LoanProcessing #Paraplanning #AFGS #OffshoreSolutions #MortgageBroker #BusinessEfficiency #ClientFocus #Expertise #ProductivityBoost #outsourcingservices #outsourcing #outsourcingsolutions #virtualassistantservices #virtualassistance #virtualassistant #staffingservice #mortgagebrokers #mortgagebroker

🌟 We're Hiring! 🌟 We’re expanding our team and looking for a talented paraplanner to join us! If you’re passionate about helping clients achieve their financial goals and thrive in a collaborative environment, this is the role for you! Job Title: Financial Paraplanner Location: Marathahalli, Bengaluru WFH option available depending on experience Key Responsibilities ✔️Liaising with clients to compile all financial data for the preparation of the statement of advice reports/records of advice reports. ✔️Making calls to clients to follow-up on information or requests, and preparing letters to be sent out. ✔️Entering client data into software, such as XPlan, Adviser Intelligence, Adviser Logic, and Midwinter etc. ✔️Managing Financial Adviser’s diary, scheduling client meetings. ✔️Understanding of the financial planning process. ✔️Thorough understanding of ASIC & Paraplanning Compliances. ✔️Good report writing skills. ✔️Preparing and comparing different financial modeling for clients. ✔️Ability to take a leading role in supporting financial planners and enabling them to focus on building relationships with clients. ✔️Training and staying up-to-date on industry changes. Qualification 🔹Experience with Australian Financial Planning software such as XPLAN, Adviser Logic, Advice Intelligence, Midwinter, Dash etc. 🔹Expertise in Australian Financial Paraplanning is a must. 🔹Strong communication and interpersonal skills. 🔹Attention to detail and accuracy. 📩 Interested? Send your resume to hr@afgs.com.au