Business Lending Specialist
3 days ago
As a dynamic city, Sydney CBD offers an exciting opportunity for Loans processing professionals to take their careers to the next level.
This role at Talent Web is perfect for those with experience in business lending and financial services. You will work collaboratively with a dedicated team to provide exceptional client experiences.
Key Responsibilities:
- Credit Application Management: Collaborate with sales teams to review and prepare credit applications, ensuring all necessary documentation is complete.
- Servicing Client Needs: Manage client requirements for credit applications, sourcing financial statements and verifying client data.
- Transaction Oversight: Oversee approved transactions, coordinate with stakeholders, and handle all documentation for smooth settlement processes.
- Post-Settlement Follow-up: Ensure all conditions are met post-settlement, liaising with stakeholders as needed.
- Pipeline Management: Track expected settlements, communicate with clients, and manage rollovers to maintain efficient workflows.
About You:
- Proven loan processing/lending experience
- Excellent customer service skills
- Familiarity with financial statements, AML/KYC requirements, and CRM systems
- Experience working with various business lending products (asset, property, goodwill, escrows, and overdrafts)
Benefits:
- Hybrid work arrangement: 3 days in office, 2 days from home
- Inclusive company culture promoting collaboration and growth
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