* Relationship focused role
* Genuine career growth and development opportunity
* Full time onsite position with a well renowned local business
Are you someone who enjoys working closely with clients, building relationships and taking ownership of your work? Do you thrive in a small team environment where you can genuinely make an impact and help grow a client portfolio over time?
W&D Finance are a leading and trusted financial partner, committed to the growth and prosperity of regional enterprises, actively contributing to local economies and communities. Locally owned and operated, W&D Finance offer tailored products and personalised service and are known for the way they do business and build meaningful relationships.
At W&D Finance relationships come first. It's not about upselling or hitting sales targets; consistent growth and profitability is the key.
The Opportunity
Working as part of a small close-knit team, the Loans and Investments Officer will play a hands on role in servicing existing clients while also helping to grow the client portfolio. This a broad and varied position with real autonomy and long-term career growth, making it the ideal for someone looking for their next challenge, new responsibility and career progression.
Key responsibilities include
* Loans Management; source write and process new loans, manage existing loans, manage problem loans and arrears.
* Investment & Financial Services; review investment rates and products, manage existing investor clients, process investment applications for new and existing clients
* Administration; maintain accurate records in the Ultracs software, prepare and collate documentation and information for Board and Committee meetings, assist with compliance and regulations.
* Business Development; liaise with existing referrers and service providers, develop new contacts, promote new business strategies, build relationships with new/prospective clietns and build your own individual brand and reputation.
About you
This is a role suited to a wide range of backgrounds and experience. You may already have experience in banking, lending or investments or you may be coming from a client focused, similar sector such as professional services like accounting, real estate, insurance or property valuations.
You'll Bring
* A client first approach and strong communication skills
* Sound judgement, common sense and attention to detail
* A self starter attitude with the ability to work independently
* Strong organisational skills and follow through
* An interest in building long term client relationships and growing a portfolio
A Certificate III or IV in Financial Services would be viewed favourably however is not essential. Support will be provided to obtain relevant qualifications and undertaken the necessary training.
What's on Offer
* Full time, onsite role within a small, supportive team
* Competitive salary, based on skills and experience
* Ongoing training and professional development
* Clear opportunity for growth and long term career progression
* A role that values initiative relationships and learning over rigid sales KPI's
* A family friendly work environment
This is a great career opportunity for someone seeking a new challenge, responsibility and the opportunity to grow alongside a reliable, well respected business.
Inspired? For further information, contact Edith Thornton on .
Applications will be processed as they are received.
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