Financial Solutions Originator
3 days ago
Lombard and Mortgage Lending Specialists play a pivotal role in supporting client advisors to broaden their existing relationships through additional financing products and services.
We're looking for an experienced professional who can work closely with clients and stakeholders to originate and structure credit facility requests, manage loan risk and compliance, and promote the use of leverage to drive sales strategy.
Key Responsibilities- Function as a single point of contact to client advisors throughout the Lombard and Mortgage loan process from end to end.
- Identify client needs, originate and structure client credit facility requests, including completing due diligence and first-line assessment prior to submitting for credit approval.
- Offer support during each stage of the transaction lifecycle, from origination to execution to ongoing maintenance of bespoke financing solutions.
- Promote the appropriate use of leverage to client advisors and clients by generating and driving sales strategy.
- Support lending product maintenance, risk management, ongoing monitoring, reporting and pricing activities.
You'll be working in a dynamic environment where collaboration is key to deliver tailored holistic solutions to our clients.
This team has an entrepreneurial and proactive approach, working closely with a large variety of clients, client advisors, control functions in Australia.
About UsWe operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank.
Our global reach and breadth of expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.
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