Finance Leadership Opportunity
This is an exceptional chance to excel as a finance leader, overseeing financial activities and contributing to business growth.
The role entails managing financial operations, including commercial, business, residential, and vehicle finance. You will collaborate with a dynamic team that provides boutique finance services for professionals and businesses.
As a Finance Manager, you will be responsible for:
* Liaising with clients to understand their financial needs
* Researching lender options and policies
* Preparing and packaging loan applications
* Tracking application progress
You will work closely with a dedicated Support Officer and experienced brokers who have extensive knowledge of the industry. We offer a competitive salary based on experience, flexible working arrangements, and ongoing training and support.
Key responsibilities include:
* Initial client contact and serviceability assessments
* Researching lender policy and options
* Documentation and data collection
* Maintaining and updating CRM databases
* Post-settlement compliance and existing client maintenance
* Managing referral partner relationships
* Generating new business and managing client relationships
Required skills and qualifications:
* Relevant finance or loan management experience (4+ years)
* Experience with complex and self-employed applications
* Ability to read tax returns and financials and transfer data into servicing calculators
* Diverse lender product knowledge
* Full understanding of residential lending
What we offer:
* Business laptop provided
* Flexible work arrangement
* Competitive salary based on experience
* On-going training and support