Commercial Loan Specialist

2 weeks ago

Sydney, New South Wales, Australia Avant mutua Full time

About Avant Finance

Avant Finance is a specialist non-bank lender, committed to meeting the needs of doctors & medical professionals. We provide an extraordinary level of personalised service and insight.

This sets us apart from traditional lenders and allows us to build long-term relationships with our clients. Our people have come from some of the world's leading private & professional lending institutions, and we have a shared goal; this is to place each client's financial needs and aspirations at the centre of everything we do.

Our Values:

We are driven by a culture of partnership, built on trust, performance, excellence, and knowledge. These values guide our decisions and actions, ensuring that we deliver exceptional results for our clients.

About the Role:

The Commercial Loan Specialist will be responsible for managing commercial loan applications end-to-end, including workflow management through the credit approval, documentation, and settlement process.

Key accountabilities for this role include:

  • Taking ownership and actively managing commercial loan applications;
  • Working with autonomy to problem-solve and achieve the best outcomes for clients;
  • Demonstrating excellent attention to detail while handling many applications at once;
  • Engaging with internal/external stakeholders at key milestones for loan applications;
  • Following business policies and procedures to ensure compliance with regulations and internal requirements;
  • Ensuring data quality on Salesforce / Q2 / LMG Commercial 3rd Party for commercial applications;
  • Overseeing Post Settlement requests for Loan Maintenance, Variations, Arrears of Commercial Loans;
  • Contributing to answering client enquiries received via the phone number;
  • Attending ongoing Commercial Product and Process Training;
  • Demonstrating being a proactive learner, including continuing to grow Knowledge of Commercial Medical Lending;
  • Ensuring consistent and effective relationships with Relationship Directors, Clients, Team Leader and other internal and external stakeholders;
  • Providing Training/Mentorship in their region for Commercial Associates;
  • Ongoing management of Relationship Director's client base (eg, PDL conversions, Loan maturities);
  • Managing and overseeing the Valuation Process for their Region for Commercial Property applications;
  • Ensuring a consistent and compliant approach regarding Credit Analysis/Credit Submissions/Servicing in their region;

To be successful you will have:

  • A degree preferable;
  • Relevant work experience, ideally in sales or processing roles within broking businesses, banks or other financial services companies;
  • An ability to deliver to tight deadlines and high expectations in a fast-paced environment;
  • A willingness to roll up your sleeves and do whatever it takes for you and your team to deliver to our customers;
  • Strong client relationship skills coupled with a strong client service ethic and prior maintenance of an existing book;
  • Prior knowledge of the banking or broking industry, the Australian residential and commercial lending market and the regulatory environment;
  • Comprehensive knowledge and understanding of financial analysis, credit writing skills and approval standards;
  • Excellent attention to detail;
  • Strong organisational skills and effective time management;

Why work at Avant?

At Avant, our people are the centre of everything we do for our members. We offer a range of benefits and opportunities to enable you to make a difference, learn, and grow in your career.

We value our people by offering an inclusive workplace with a diverse range of benefits, flexible working options, career development, and internal mobility opportunities. Our flexible working arrangements are designed to enable genuine work-life balance.

Your development is our priority and we have a variety of learning and development programs that will support you in your career.

We offer support to our people via Employee Assistance Program (EAP), Health and Wellbeing programs, Tertiary Education Sponsorship and Support.

We have a diverse and connected work environment where your contribution and ideas will be valued and respected and make a real difference to the lives of others.

Estimated Salary: $80,000 - $120,000 per annum

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