Financial Services Specialist
2 weeks ago
Findex, a leading provider of integrated financial services, offers an exciting opportunity for a skilled Financial Services Specialist to join their team.
About the RoleThis role involves packaging business and home loan transactions for Findex customers and presenting them to funders. The successful candidate will have strong negotiation skills, be able to meet external (Bank) and internal credit and risk guidelines, and have excellent communication skills.
Key Responsibilities- Managing and promoting Findex's offering to ensure growth, profitability, and customer service targets are met
- Identifying potential and future equipment finance, home loans, and small business loans with existing Findex customers and prospects
- Submitting proposals to funders on behalf of clients and acting as the first point of contact for client queries and commercial lending advice
- Providing professional debt advisory services to a range of Findex customers
- Developing both internal and external referral sources, particularly via digital channels such as Teams
- Solid experience in Business and Retail/Home loans within a bank or broker house
- A results-driven team player with strong business acumen
- Proven experience of Credit writing and proficiency in using Excel, Word, and standard Microsoft applications
- Able to build and maintain positive relationships with internal and external stakeholders
- Diploma of Finance & Mortgage Broking Management or a Cert IV in Financial Services (Finance & Mortgage Broking)
Findex is building a workplace that values flexibility, autonomy, and career growth. With a focus on empowering employees to work in a way that best meets their needs and those of their team and clients, Findex offers a unique opportunity for long-term career progression. The company provides a competitive remuneration package, attractive incentives, and employee benefits including health insurance, an employee assistance program, wellbeing benefits, and staff social events.
The estimated salary for this role is $80,000-$120,000 per annum, depending on experience.
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