Relationship Associate - Commercial Lending VIC
Full job description
About Avant Finance
Avant Finance is a specialist non-bank lender, committed to meeting the needs of doctors medical professionals. We provide an extraordinary level of personalised service and insight. This is too often missing in today’s client experience in lending.
Our people have come from some of the world’s leading private professional lending institutions, and we have a shared goal; this is to place each client’s financial needs and aspirations at the centre of everything we do; to support the communities that support us and to impact people’s lives in positive, ethical and meaningful ways.
Our values:
A culture of partnership.
A relationship of trust.
A track-record of performance.
A passion for excellence.
A wealth of knowledge.
About the role:
The Relationship Associate provides support to the Relationship Director with the ongoing management of their client base. You will be responsible for the end-to-end administration of commercial lending including information input into the relevant systems, creating the loan structure, servicing and work-flow management through to settlement. This role will be based in Melbourne.
Key accountabilities for this role include:
Take ownership and actively manage commercial loan applications end to end, including workflow management through the credit approval, documentation, and settlement process.
Determine loan servicing, prepare credit submissions and actively manage the loan through the various approval processes.
Work with autonomy, demonstrating the ability to problem solve and achieve the best outcomes for clients
Demonstrate excellent attention to detail, while handling many applications at one time
Engage with internal/ external stakeholders at key milestones for loan applications (ie – Relationship Directors, clients, solicitors)
Proactively provide feedback to Relationship Director and clients regularly of progress of each application.
Follow business policies and procedures to ensure compliance with regulations and internal requirements
Ensure data quality on Salesforce / Q2 / LMG Commercial 3rd Party for commercial applications
Oversee Post Settlement requests for Loan Maintenance, Variations, Arrears of Commercial Loans
Contribute to answering client enquiries received via the 1300 number
Attend ongoing Commercial Product and Process Training
Demonstrate being a Proactive Learner, including continuing to grow Knowledge of Commercial Medical Lending
Ensure consistent and effective relationships with Relationship Directors, Clients, Team Leader and other internal and external stakeholders
Build client relationships to understand and assist with their overall lending needs.
Workplace Health Safety:
Ensure good health is maintained through safe work practices.
Accountable for ensuring appropriate Health and Safety conduct and compliance with relevant Federal and State WHS legislative requirements and the organisation’s Workplace Health and Safety Policy and procedures.
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About Avant Finance
Avant Finance is a specialist non-bank lender, committed to meeting the needs of doctors medical professionals. We provide an extraordinary level of personalised service and insight. This is too often missing in today’s client experience in lending.
Our people have come from some of the world’s leading private professional lending institutions, and we have a shared goal; this is to place each client’s financial needs and aspirations at the centre of everything we do; to support the communities that support us and to impact people’s lives in positive, ethical and meaningful ways.
Our values:
A culture of partnership.
A relationship of trust.
A track-record of performance.
A passion for excellence.
A wealth of knowledge.
About the role:
The Relationship Associate provides support to the Relationship Director with the ongoing management of their client base. You will be responsible for the end-to-end administration of commercial lending including information input into the relevant systems, creating the loan structure, servicing and work-flow management through to settlement. This role will be based in Melbourne.
Key accountabilities for this role include:
Take ownership and actively manage commercial loan applications end to end, including workflow management through the credit approval, documentation, and settlement process.
Determine loan servicing, prepare credit submissions and actively manage the loan through the various approval processes.
Work with autonomy, demonstrating the ability to problem solve and achieve the best outcomes for clients
Demonstrate excellent attention to detail, while handling many applications at one time
Engage with internal/ external stakeholders at key milestones for loan applications (ie – Relationship Directors, clients, solicitors)
Proactively provide feedback to Relationship Director and clients regularly of progress of each application.
Follow business policies and procedures to ensure compliance with regulations and internal requirements
Ensure data quality on Salesforce / Q2 / LMG Commercial 3rd Party for commercial applications
Oversee Post Settlement requests for Loan Maintenance, Variations, Arrears of Commercial Loans
Contribute to answering client enquiries received via the 1300 number
Attend ongoing Commercial Product and Process Training
Demonstrate being a Proactive Learner, including continuing to grow Knowledge of Commercial Medical Lending
Ensure consistent and effective relationships with Relationship Directors, Clients, Team Leader and other internal and external stakeholders
Build client relationships to understand and assist with their overall lending needs.
Workplace Health Safety:
Ensure good health is maintained through safe work practices.
Accountable for ensuring appropriate Health and Safety conduct and compliance with relevant Federal and State WHS legislative requirements and the organisation’s Workplace Health and Safety Policy and procedures.