Commercial Finance Specialist

5 days ago

Sydney, New South Wales, Australia beBeeFinance Full time $60,000 - $90,000
Commercial Finance Professional

We are seeking a highly motivated and results-driven Commercial Finance Professional to join our team. As a key member of our finance broking firm, you will play a crucial role in sourcing and securing commercial finance deals for our clients.

This is an excellent opportunity for someone looking to launch their career in the finance industry. If you have strong communication skills, attention to detail, and a genuine interest in finance, we encourage you to apply.

About the Role:

As a Commercial Finance Professional, your primary responsibility will be to source and secure commercial finance deals for our clients. This will involve working closely with business owners, lenders, and financial institutions to identify the best financing solutions that meet the needs of our clients.

You will be responsible for conducting initial consultations with new clients to understand their business needs and financial objectives. You will also guide clients through the finance application and onboarding process efficiently and professionally.

Key Responsibilities:
  • Conduct initial consultations with new clients to understand their business needs and financial objectives.
  • Guide clients through the finance application and onboarding process efficiently and professionally.
  • Action lending leads and applications.
  • Conduct basic financial analysis and assist in recommending suitable loan products.
  • Actively manage lending pipeline and work deals to settlement, maintaining accurate and up-to-date records in CRM systems.
  • Proactively follow up on customers' applications to obtain timely approvals.
  • Provide timely updates to customers on their loan application stages.
  • Work on existing database to identify opportunities for re-engagement.
  • Engage with warm enquiry customers and convert them into opportunities.
  • Develop and maintain relationships with business owners, financial institutions, and other key stakeholders.
  • Achieve and exceed sales targets and performance metrics.
  • Provide exceptional customer service and support throughout the financing process.
Required Skills and Qualifications:

To succeed in this role, you will need:

  • Bachelor's/Master's degree in finance, business, or a related field.
  • No prior experience necessary; however, candidates with some prior experience in commercial finance or a related industry would be preferred.
  • Passionate about servicing customers.
  • Excellent communication, negotiation, and interpersonal skills.
  • Ability to translate finance jargon into simplified terms.
  • Good documentation skills with attention to detail.
  • Positive, solution-oriented mindset.
  • Must be innovative, smart, and able to think outside the box.
  • Proficient in Microsoft Office and CRM software.
What We Offer:
  • Competitive base salary with performance-based incentives.
  • Opportunity to work in a supportive, client-focused environment.
  • Professional development and training in commercial finance solutions.
  • Career growth opportunities within a reputable finance brokerage.

This is a fantastic opportunity for someone looking to kickstart their career in the finance industry. If you are passionate about finance and want to make a real impact, we encourage you to apply.

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