Relationship Associate

3 weeks ago

Melbourne, Victoria, Australia Avant Mutual Full time

Relationship Associate - Commercial Lending VIC

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About Avant Finance
Avant Finance is a specialist non-bank lender, committed to meeting the needs of doctors & medical professionals. We provide an extraordinary level of personalised service and insight. This is too often missing in today's client experience in lending.

Our people have come from some of the world's leading private & professional lending institutions, and we have a shared goal; this is to place each client's financial needs and aspirations at the centre of everything we do; to support the communities that support us and to impact people's lives in positive, ethical and meaningful ways.

Our values:

A culture of partnership.
A relationship of trust.
A track-record of performance.
A passion for excellence.
A wealth of knowledge.

About the role:
The Relationship Associate provides support to the Relationship Director with the ongoing management of their client base. You will be responsible for the end-to-end administration of commercial lending including information input into the relevant systems, creating the loan structure, servicing and work-flow management through to settlement. This role will be based in Melbourne.

Key accountabilities for this role include:

Take ownership and actively manage commercial loan applications end to end, including workflow management through the credit approval, documentation, and settlement process.
Determine loan servicing, prepare credit submissions and actively manage the loan through the various approval processes.
Work with autonomy, demonstrating the ability to problem solve and achieve the best outcomes for clients
Demonstrate excellent attention to detail, while handling many applications at one time
Engage with internal/ external stakeholders at key milestones for loan applications (ie – Relationship Directors, clients, solicitors)
Proactively provide feedback to Relationship Director and clients regularly of progress of each application.
Follow business policies and procedures to ensure compliance with regulations and internal requirements
Ensure data quality on Salesforce / Q2 / LMG Commercial 3rd Party for commercial applications
Oversee Post Settlement requests for Loan Maintenance, Variations, Arrears of Commercial Loans
Contribute to answering client enquiries received via the 1300 number
Attend ongoing Commercial Product and Process Training
Demonstrate being a Proactive Learner, including continuing to grow Knowledge of Commercial Medical Lending
Ensure consistent and effective relationships with Relationship Directors, Clients, Team Leader and other internal and external stakeholders
Build client relationships to understand and assist with their overall lending needs.

Workplace Health & Safety:

Ensure good health is maintained through safe work practices.
Accountable for ensuring appropriate Health and Safety conduct and compliance with relevant Federal and State WH&S legislative requirements and the organisation's Workplace Health and Safety Policy and procedures.

To be successful you will have:

Relevant work experience, ideally in sales or processing roles within broking businesses, banks or other financial services companies
Comprehensive knowledge and understanding of financial analysis, credit writing skills and approval standards to structure loans and determine servicing requirements for our clients
Adaptable to changing requirements and confident in delivering within tight deadlines and high expectations in a fast-paced environment
Client-centric
Always operate in an ethical, responsible way
Embrace the entrepreneurial spirit that forms the foundation of our business.
Great team player, with a collaboration focus and a positive, can-do attitude
Proactive approach and confident communication skills.
Prior knowledge of the banking or broking industry, the Australian residential and commercial lending market and the regulatory environment would be advantageous
Excellent attention to detail
Strong organisational skills and effective time management
Driven to assist clients and the wider team while striving for excellence and quality outputs

Why work at Avant?

At Avant, our people are the centre of everything we do for our members. We offer a range of benefits and opportunities to enable you to make a difference, learn, and grow in your career.

We value our people by offering an inclusive workplace with a diverse range of benefits, flexible working options, career development, and internal mobility opportunities. Our flexible working arrangements are designed to enable genuine work-life balance.

Your development is our priority and we have a variety of learning and development programs that will support you in your career.

We offer support to our people via Employee Assistance Program (EAP), Health and Wellbeing programs, Tertiary Education Sponsorship and Support.

We have a diverse and connected work environment where your contribution and ideas will be valued and respected and make a real difference to the lives of others.

For further information, please contact our Careers team at careers@avant.org.au.

Please note: Avant Mutual is a vaccinated employer. Prior to the commencement of your employment by Avant, you are required to be fully vaccinated against the Covid-19 virus or have a medical certificate stating that you cannot receive a Covid-19 vaccination for valid medical reasons.Seniority level

Seniority levelNot Applicable

Employment type

Employment typeFull-time

Job function

Job functionSales and Business Development
IndustriesInsurance

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