Company Description
Rate Money was established by seasoned mortgage professionals to cater to the financing needs of self-employed clients. Understanding the unique challenges faced by business owners, Rate Money offers bespoke, solution-driven loans with flexible documentation options, making financing accessible without traditional constraints. Their team consists of specialist advisors who are highly skilled in analyzing business financials and providing personalized guidance. With a deep understanding and empathy for the self-employed, Rate Money supports clients in achieving their homeownership, investment, commercial property, or other financial goals.
Role Description
This is a full-time, on-site role for a Lending Manager located in Melton, VIC. The Lending Manager will engage with self-employed clients, offering tailored financial solutions, analyzing financial documents, and advising on loan options suited to their unique needs. Tasks include assisting clients through the lending process, maintaining up-to-date knowledge of loan products, liaising with lenders, and ensuring compliance with regulatory standards. The role demands a hands-on approach to client relationship management and meticulous attention to details in financial analysis.
Qualifications
* Strong understanding of financial analysis, business financials, and lending practices.
* Exceptional interpersonal and communication skills for building lasting client relationships.
* Experience with alternative documentation loans and tailored financial solutions.
* Knowledge of regulatory standards and compliance within the lending and financial sectors.
* Ability to think critically, solve problems, and develop creative financing solutions.
* Previous experience in mortgage brokering or financial advising is an advantage.
* Proficiency in relevant software tools for financial analysis and reporting.