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Private bank analyst

Sydney
Commonwealth Bank
Posted: 21 May
Offer description

About Commonwealth Private

At Commonwealth Private, we deliver exceptional personal service and trusted advice to high‐net‐worth individuals who intend to invest or borrow at least AU$2.5 million. Backed by the extensive resources of the Commonwealth Bank Group and superior research capabilities, we offer clients a comprehensive range of solutions, market‐leading products, and innovative investment opportunities.

About The Role

As a Private Bank Credit Analyst, you will support our Private Bankers to deliver exceptional service to their high‐net‐worth clients through value‐add solutions.

Responsibilities

* Write, negotiate, and manage Home Loan applications for new and existing clients.
* Complete high‐quality Home Lending credit submissions to ensure the timely delivery of decisions, documentation, and funding, as well as the accuracy of information.
* Apply analytical skills to business problems and effectively communicate outcomes and recommendations.
* Deliver exceptional customer service, client communication, and engagement to support credit submission requests.
* Undertake detailed analysis of client‐ and industry‐specific information, focusing on the key financial drivers of each client to effectively meet their needs.
* Prepare concise, well‐reasoned credit correspondence.
* Focus on quality credit management and the minimisation of credit and operational losses.
* Audit and review team files to meet credit assurance standards.
* Investigate credit policy frameworks and changes to support credit submission applications.

Qualifications

* Minimum 2 years' Home Lending experience (either customer‐facing/sales or credit/analyst environment).
* Credit analysis training with demonstrated experience supporting deal structuring.
* Well‐developed MS Excel skills, including experience in financial analysis and modelling.
* Tertiary qualifications in a business‐related discipline (e.g. Banking, Commerce) – desirable.

If this sounds like you, please apply now.

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