Financial Strategist

2 weeks ago

Melbourne, Victoria, Australia beBeeCredit Full time $70,000 - $80,000
Job Overview

Credit professionals play a pivotal role in ensuring financial stability by evaluating creditworthiness and mitigating risk.

This position involves pre-credit functions of the loan process, including assessing clients' income, serviceability, and available equity to develop customized financial strategies that meet their needs.

  • Main Responsibilities:
  • Assess clients' financial status and requirements to create tailored financial plans that align with their best interests.
  • Analyze various financial products to recommend suitable options for clients, considering their unique needs and goals.
  • Prepare comprehensive loan and mortgage documents outlining all terms and conditions of the financing arrangement.
  • Foster strong relationships with clients, business development managers, and credit teams throughout the pre-assessment process to successful loan settlement.
Key Qualifications
  • A minimum of experience in a similar role within a finance-related organization is required.
  • Relevant industry certifications, along with marketing exposure, are highly valued.
  • Exceptional communication and interpersonal skills are essential for building trust-based relationships with clients and stakeholders.
Benefits

This role offers an opportunity to contribute to the success of our organization while advancing your career as a credit professional.

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