Junior Commercial Finance Coordinating Specialist

7 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $60,000 - $70,000
Asset Finance Coordinator Role

The Asset Finance Coordinator plays a pivotal role in supporting our Managing Director and Broker Support Team Leader. The ideal candidate will work closely with the team to coordinate and manage asset finance deals from approval to settlement, while also liaising with customers to gather information and supporting documentation.

Main Responsibilities:

  • Coordinate and manage the submission of asset finance deals from approval to settlement.
  • Liaise with customers to gather information and supporting documentation.
  • Assist in analysing customer scenarios for credit worthiness.
  • Perform CRM and database management tasks.
  • Collaborate with the Managing Director to identify opportunities for upselling or cross-selling to existing clients.

Industry Knowledge:

The successful candidate will have a strong understanding of commercial finance principles and be familiar with financier credit policies (60+ lenders) in order to assist clients with the most suitable solutions available.

Assets Financed:

  • Transportation equipment: trucks, trailers, busses
  • Business vehicles: cars, vans, Utes, SUVs
  • Construction equipment: excavators, bulldozers, cranes, graders, skid steers, telehandlers, etc.
  • Farming equipment: tractors, harvesters, balers, skidders, etc.
  • Forestry equipment: feller bunchers, grinders, log loaders, tree harvesters, wood chippers, etc.
  • Mining equipment: drill rigs, crushers, shotcrete machines, breakers, haulers, etc.
  • Manufacturing equipment: CNC machine, conveyers, packaging machines, etc.
  • Medical equipment
  • Hospitality equipment
  • Commercial boats
  • Commercial aircrafts

Requirements:

  • Experience in commercial finance is preferred but not required (ongoing training is provided)
  • Must have sales intelligence and be able to quickly switch between various kinds of conversations with different types of business owners throughout the day.
  • Excellent communication and relationship skills (phone, writing, and in-person)
  • High attention to detail
  • General computer skills (CRM knowledge is helpful)

Benefits and Perks:

  • Phone and computer provided
  • Excellent CRM
  • A supportive leadership team that values their employees
  • Casual work attire
  • End-of-month work food and drinks to celebrate collective success
  • Join in on fun work-related events and gatherings with partners & lenders
  • Work a team of financial experts with 30+ combined years of asset finance experience
  • Gain the knowledge and experience to become a junior asset finance broker

Schedule and Pay:

  • Monday to Friday
  • No weekends
  • $60,000 - $70,000 per year

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