Asset Finance and Loan Specialist

2 days ago


Melbourne, Victoria, Australia beBeeFinance Full time $90,000 - $135,000
Job Summary

This role involves managing asset finance and personal loan applications, ensuring lender approval through effective stakeholder relationships and meticulous process management.

Key Responsibilities
  • Qualify and source asset finance and personal loan applications to meet lender standards.
  • Maintain open communication with brokers regarding application status updates.
  • Ensure adherence to regulatory requirements and company policies throughout the loan process.
  • Accurately document and update client information in internal systems for reporting and tracking purposes.
  • Provide support to team members during peak periods and contribute to a positive team environment.
Success Indicators
  • Demonstrated ability to build rapport with diverse stakeholders.
  • Strong analytical skills to accurately assess loan applications.
  • Self-motivated and able to work autonomously while supporting team goals.
  • Excellent communication skills to provide clear updates to clients and colleagues.
  • Commitment to maintaining high ethical standards and regulatory compliance.
Requirements
  • Attention to detail and adaptability, with a proactive approach.
  • Strong financial knowledge and excellent relationship-building skills.
  • Able to collaborate effectively within a dynamic team environment.


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