Financial Analyst Role Overview
The Financial Analyst/Para-Broker role involves scrutinizing financial data, evaluating credit applications, and collaborating closely with clients and lenders to provide tailored lending solutions.
Key Responsibilities:
* Assessing financial documents and recommending suitable loan structures.
* Guiding clients through the lending process with clear communication and support.
* Liaising with lenders to secure competitive terms for clients.
* Maintaining compliance with industry regulations and company policies.
* Addressing application challenges and suggesting process improvements.
Essential Qualifications:
* Experience in credit analysis, small business banking, or mortgage lending.
* Strong skills in financial assessment and problem-solving.
* Familiarity with self-employed borrowers is highly desirable.
* Certificate IV in Finance & Mortgage Broking (preferred, support provided for further study).
* Attention to detail, proactive attitude, and excellent communication skills.
Requirements:
* Analysis of financial documents and recommendation of appropriate loan structures.
* Client liaison to ensure effective communication throughout the lending process.
* Collaboration with lenders to secure advantageous terms for clients.
* Adherence to industry regulations and company policies.
* Resolving application issues and suggesting enhancements to the lending process.