Lending Specialist

Findex is seeking a skilled Lending Specialist to join their team. As a Lending Specialist, you will be responsible for packaging business and home loan transactions for Findex customers and presenting them to funders. You will have the opportunity to negotiate terms with funders and ensure that you are meeting all the external (Bank) and internal credit and risk guidelines.

Key responsibilities include:

• Managing, developing and promoting Findex offering, ensuring that 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 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

Findex offers a dynamic and flexible work environment, with a focus on empowering employees to work in a way that best meets their needs and those of their team and clients. The company is committed to creating opportunities for growth and sustainability that ripple throughout metropolitan and regional communities.

Requirements include:

• Solid experience in a Business and Retail/Home loans within a bank or broker house
• A results-driven team player that is proactive with strong business acumen
• Proven experience of Credit writing and experienced with using Excel, Word and standard Microsoft applications
• Solid ability 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)