Finance Specialist

4 days ago


Garden City, Victoria, Australia Quattro Finance and Advisory Pty Ltd Full time
About Quattro Finance and Advisory Pty Ltd

We are a leading financial services company that provides expert advice and support to clients across various industries. Our team of professionals is dedicated to delivering exceptional service and helping our clients achieve their financial goals.

Job Description

The Credit Analyst will play a key role in assessing and reviewing loan applications for both residential and commercial transactions. Key responsibilities include:

  1. Credit Analysis: Assess and analyse the creditworthiness of applicants for both commercial and residential loans, taking into account their financial history, credit score, and other relevant factors.
  2. Financial Document Review: Review financial documents, including income statements, tax returns, and credit reports, to ensure accuracy and completeness.
  3. Loan Structuring: Assist mortgage brokers in structuring loan applications and submissions, ensuring they meet client needs and comply with regulatory requirements.
  4. Liaison and Communication: Liaise with lenders, clients, and other stakeholders to ensure smooth loan processing and resolve any issues that may arise.
  5. Industry Knowledge: Stay updated on industry regulations, lending criteria, and market trends for both commercial and residential finance, ensuring we provide the best possible service to our clients.
  6. Record Keeping: Maintain accurate records and ensure compliance with credit policies, adhering to regulatory requirements and internal procedures.
Requirements

To be successful in this role, you will need:

  • A Bachelor's Degree in a relevant field, such as finance or accounting.
  • Ideally 1 year of experience in credit analysis, financial services, or lending (open to no experience for the right candidate).
  • Knowledge of both commercial and residential lending is beneficial.
  • Strong analytical and numerical skills, with the ability to assess financial documents accurately.
  • Excellent communication skills, both written and verbal, with the ability to work collaboratively in a fast-paced environment.
  • Highly motivated and a willingness to learn, with a passion for delivering exceptional service to clients.
  • Proficiency in Microsoft Excel and financial software is a plus.
What We Offer

As a valued member of our team, you can expect:

  • A structured training program with mentorship from industry experts, helping you develop your skills and knowledge.
  • Career progression opportunities in a growing business, with a supportive and collaborative work environment.
  • Exposure to a wide range of mortgage and commercial lending products, staying up-to-date with industry developments and trends.
  • A modern office with amenities, including end of trip facilities, meeting rooms, phone booths, bike storage, golf simulator, and close proximity to public transport.


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