Lending Associate

1 month ago


Melbourne, Australia BlueRock Full time

“Do things you with people you care about and good things happen”, This is how the BlueRock team approaches the work they do with entrepreneurial founders, business owners and families. We’re an Entrepreneurial multi-disciplinary firm that is changing the way people and clients view professional services. We’re B-Corp certified, A Great Place To Work, we have a brand that’s impactful and we are there for our people

If you’re seeking a workplace dedicated to excellence for its employees, clients, and the community - a space where your contributions are not only recognised but embraced

If you are the type of person who prides yourself building and maintaining relationships, with a passion for all this finance, then this role is for you

This permanent full-time opportunity is perfect for someone looking for a flexible, fun and empowering workplace to expand their skills and eventually grow their own portfolio.
- Owning the relationship with our clients and providing amazing customer service
- Preparing and analysing financial statements
- Upholding compliance and maintaining data hygieneHelping to get client the best finance outcomes through our network of over 40 financial institutions

**About BlueRock Finance**

BlueRock Finance is a team of enthusiastic finance experts who really know their stuff. Always hungry and thinking ahead, we help our wonderful clients make the most of every opportunity while helping them achieve their business and personal goals.

Whether it's a first home or a commercial lease, our close-knit and friendly teamwork together diligently to make it happen

BlueRock Finance is part of the wider BlueRock Group. A multi-disciplinary professional services firm that offers its clients a holistic approach to all things Accounting, Legal, Financial Planning, Personal & General Insurance, SMSF, Digital & Marketing - there is not much we can't do and it's downright exciting to be a part of

**Requirements**:
We want to hear from people with
- 2+ years of experience as a Lending Associate.
- A relevant tertiary degree in Business, Economics or Commerce.- Proficiency in Microsoft Suite.
- A good grasp on the fundamentals of accounting - financial statements/tax returns, reading and analysing P&L and Balance Sheets etc.
- A basic understanding of our key product suite: Home Loans, Commercial & Business Loans, Asset Finance & SMSF Lending.
- Experience inputting Home Loans into a Mortgage Broking CRM, such as MyCRM.
- An understanding of the basics around the “three C’s” of lending - character, collateral and capacity.

**Benefits**

Our people love to work for us, here’s why
- Officially B-Corp Certified, a Certified Great Place to Work 2024, 2023 and 2022 Best Workplaces winner
- Competitive salary, free weekly lunches, awesome social events (including a social club - winery tours to museum tours), flexible working arrangements, and amazing headquarters in the CBD.
- Receive mentoring and coaching from industry leaders and plenty of opportunities for growth and promotion.
- Learning and development including internal and external training programs to build your career skills.
- An inclusive and diverse workplace culture centered on health, wellbeing and fun.
- The ability to salary sacrifice for their very own BlueRock shares
- We have our very own BlueRock public holidays to give our people the day off, on us

For more amazing perks of working at BlueRock and employee benefits - head to our careers page

**How to apply**:
If this sounds like you, then please click on the "Apply" button and follow the prompts. If you think you have what it takes, but don’t necessarily meet every single point on the job description - please still apply. We’d love to see if you could be a great fit and we can't wait to meet you
- Please be advised that BlueRock or any of its related or controlled entities do not accept unsolicited contact or resumes from Recruitment Agencies. _
- Even in 2024 it needs to be said, BlueRock is a workplace committed to equal employment opportunities regardless of age, citizenship, colour, disability, gender and gender identity, marital status, nationality, race, sexual orientation, or veteran status._



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