Overview
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If you're an experienced Credit Analyst or Broker Support passionate about your work, we'd love to hear from you!
Working with our client, based in Bondi Junction area, you will be part of a small, close-knit, but high performing team of professionals offering more than the standard service. Our client specialises in property wealth management with high-net-worth individuals. There is significant amount of repeat business that comes back to the company.
About the role
* Analyse and evaluate the financial statements and credit history of both existing and potential clients
* Review credit applications and perform credit checks
* Structure deals and perform risk assessments
* Liaise with Lenders & BDM's regarding credit policies and deal scenarios
* Liaise with clients regarding financial transactions, payment terms, and credit limits and negotiate with them
* Financial forecasting and practice due diligence
* Provide exceptional customer service
About you
* Proven track record (3+ years) working in a Brokerage
* Residential lending exposure
* Experience with client interface maintenance and generating new business
* Analytical and excellent attention to detail
* Strong communication and people skills
* Ability to handle multiple projects and submit applications on time
* Ability to embrace technology – particularly AI – to drive more efficient credit analysis and client service
* Certificate IV (preferably Diploma) in Finance and Mortgage Broking
About the perks
* Profit share options
* Flexible working arrangements
* High-performing & collaborative team culture
* Regular social & networking events
Working in a collaborative and high-performing team, you'll have the opportunity to grow both professionally and financially, with potential for leadership and increased earning capacity. We're looking for someone who excels in building customer relationships and is genuinely passionate about credit analysis, particularly with complex loan scenarios.
APPLY TODAY for a confidential conversation.
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