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Commercial consultant

Melbourne
Morgan Consulting
Posted: 20 October
Offer description

About the Company

Our Client is a specialist financier providing tailored lending solutions to Australia's medical, dental, and veterinary professionals. Their purpose is to support clients at every stage of their professional journey—from practice acquisition and property finance to equipment, car, and fitout loans. They pride themselves on delivering seamless, personalised service backed by deep industry knowledge and a strong network of partners.

About the Role

They are seeking a driven and client-focused Commercial Consultant to join their dynamic team. In this role, you will manage and originate commercial finance enquiries, guiding clients and stakeholders through the full lending sales cycle. You'll act as the primary point of contact across a wide range of finance products, building strong relationships with clients, referrers, and lenders, while ensuring a smooth and professional experience aligned with their brand.

Key Responsibilities

* Manage and originate commercial finance enquiries, including property, business acquisition, equipment, car, and fitout loans.
* Collate and submit loan applications into internal and external lending systems.
* Work collaboratively with internal teams to ensure credit applications are executed smoothly.
* Act as the key contact for clients, referrers, internal staff, and external lenders throughout the finance process.
* Maintain and nurture long-term client relationships, supporting their professional goals and ambitions.
* Build and manage business relationships with referrers, lenders, and third parties.
* Support marketing activities, including attending industry events, contributing to social media, blogs, and podcasts.

Skills and Experience

* Extensive knowledge of the business lending environment, including compliance, credit, and documentation processes.
* Strong communication skills (both verbal and written) with a focus on delivering exceptional customer service.
* Proven stakeholder engagement experience, both internally and externally.
* Strong numerical aptitude and problem-solving skills.
* Excellent time management and ability to juggle multiple priorities.
* Resilient under pressure, with a solutions-focused mindset.
* Previous experience in banking, finance, insurance, medical, or professional services.
* Background in sales support, relationship management, or lending associate roles will be highly regarded.

Benefits

* Join a collaborative and supportive team culture.
* Opportunity to work with a respected brand supporting medical professionals.
* Exposure to a wide range of finance products and client scenarios.
* Professional development and growth opportunities.
* Involvement in networking, events, and industry activities to build your professional profile.

How to Apply

If you're passionate about delivering exceptional client experiences and thrive in a fast-paced finance environment, we'd love to hear from you. Please click on the "Apply Now" button and attach a copy of your resume quoting reference number 60334TH.

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