Client Associate

2 months ago


Melbourne, Australia Platinum People Group Full time

Provide exceptional service that exceeds client expectations (measured by client satisfaction scores.)
- Maintain client records using standardised workflows, file notes and systems to

ensure a consistently high standard of knowledge for each client that can be

accessed by all team members.
- Managing client expectations throughout the loan process regarding bank

timeframes through effective, clear and consistent communication with the client.
- Attending client meetings and take clear concise notes
- Assisting commercial lending advisor which involves complex debt structuring
- Reviewing client loans on a regular basis to understand if life or economic changes,

situational concerns, or financial performance necessitate changes to their lending

needs
- Interpreting financials, tax returns, income flow to provide in-depth analysis for

servicing purposes


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