Lending Adviser

18 hours ago

Townsville, Queensland, Australia Findex Full time

Findex is a leading provider of integrated financial services, offering a comprehensive range of wealth management, investment, lending, and insurance solutions to individuals and businesses. We are seeking a highly skilled Lending Adviser to join our team, who will be responsible for packaging business and home loan transactions for our customers and presenting them to funders.

Key Responsibilities:

  • Manage and develop Findex's lending offerings to ensure growth, profitability, and customer service targets are met.
  • Identify potential and future equipment finance, home loans, and small business loans with existing Findex customers and prospects.
  • Submit proposals to funders on behalf of clients and act as the first point of contact for client queries and commercial lending advice.
  • Provide professional debt advisory services to a range of Findex customers.
  • Develop internal and external referral sources, particularly through digital channels such as Teams.

Requirements:

  • 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 in 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).

About Findex:

Findex is building a workplace that is unrestrained by geography and hierarchy, connected through technology, and values the needs of its employees. We attract, retain, and promote people who share a sense of purpose and belonging, and we have a passion for creating opportunities for growth and sustainability that ripple throughout metropolitan and regional communities.

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