Relationship Manager

Relationship Manager - Residential Lending

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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 role of Relationship Manager will be to work in partnership with a Relationship Director and any additional RA support to deliver on our distribution strategy through:

• assist the RD with the lending strategy, preparing the credit analytics and servicing as well as actively managing new deals through the various stages of the lending process in the home, investment & commercial lending space
• assist the RD with maintaining and retaining existing relationships, including helping with managing the retention strategy for the client base
  
  

The role will be responsible for supporting sales & growth targets whilst providing exceptional client service to our core client base

Key accountabilities for this role include:

• Help build client relationships to assist with their overall lending needs, manage each transaction from application to settlement, including lending strategy, credit approval, documentation and settlement process.
• Assist with the implementation and ongoing development of the client retention strategy, including Marketing Strategy (client retention KPI).
• Work alongside any admin support and provide any mentoring and coaching required.
• Help manage relationships with new and existing clients leveraging and aligning internal resources to maximise client satisfaction and retention.
• In conjunction with client's accountants, proactively work with clients to understand financial objectives and help implementing plans to realise these objectives.
• Liaise with internal/external stakeholders to ensure efficient progress of each transaction (including feedback to all stakeholders and clients on the progress of each application.)
• Assist with maintaining and retaining an existing network of clients.
• Exceptional service is at the heart of our model, however beyond this we feel our people deliver a distinctive level of care for our clients. We get the job done & we deliver on expectations.
  
  

To be successful you will have:

• Degree Preferable
• Cert IV in mortgage broking and finance broking
• Relevant work experience, ideally in sales or processing roles within broking businesses, banks or other financial services companies
• Ability to deliver to tight deadlines and high expectations in a pressurised environment
• Place the client at the centre of everything you do.
• Always operate in an ethical, responsible way
• Embrace the entrepreneurial spirit that forms the foundation of our business.
• You are willing to roll up your sleeves and do whatever it takes for you and your team to deliver to our customers
• Strong client relationship skills coupled with a strong client service ethic and prior maintenance of an existing book
• Prior knowledge of the banking or broking industry, the Australian residential and commercial lending market and the regulatory environment
• Comprehensive knowledge and understanding of financial analysis, credit writing skills and approval standards
• Excellent attention to detail
• Strong organisational skills and effective time management
  
  

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

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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