Loan Support Specialist

16 hours ago

Sydney, New South Wales, Australia Keegan Adams Recruitment Full time

Company Overview:

Our client is a leading mid-tier Financial Advisory & Accounting business servicing high-net-worth individuals and business clients. Due to continued growth, they are expanding their Lending team, ensuring clients have access to the best loan solutions across residential mortgages, asset finance, and commercial loans.

Compensation: The estimated annual salary for this position is around $60,000 - $80,000 AUD, commensurate with experience.

Job Description:

The Opportunity: We are seeking a skilled Lending Team Associate to support our Head of Lending and Senior Lending Advisor in preparing loan submissions and credit assistance.

  • Support Loan Submissions: Assist in the preparation of loan applications, ensuring all necessary documentation is provided.
  • Customer Support: Provide exceptional customer service from initial contact through to post-settlement, ensuring alignment to the client's best interests.
  • Liaising with Stakeholders: Communicate effectively with external stakeholders, including conveyancers, valuers, settlement agents, and lenders.
  • Application Review: Verify application details and documents to determine approval requirements and ensure high-quality loan submissions.
  • CRM Maintenance: Update the CRM system and customer databases.
  • Team Collaboration: Collaborate with the broader business and participate in ad hoc projects as required.

Required Skills and Qualifications:

To be successful in this role, you will have a background in either Customer Service or Administration/Operations from Financial Services, with an understanding of the loan lifecycle across consumer and/or commercial loans (mortgages/asset finance or similar).

  • Customer Service: Demonstrate passion for customer service and collaboration to achieve effective solutions.
  • Time Management: Show strong time management skills and the ability to juggle multiple priorities.
  • Problem-Solving: Exhibit a proactive problem-solving mindset and a commitment to process improvement.
  • Attention to Detail: Display excellent attention to detail.
  • Teamwork: Showcase high energy, enthusiasm, and a strong team player approach.

Benefits:

In return, you will be rewarded with learning & development opportunities, a competitive salary, and a high-performing & positive work culture offering hybrid working arrangements.

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