Professional Lending Specialist
19 hours ago
About BlueRock Finance
We're a dynamic team of finance experts dedicated to helping our clients achieve their business and personal goals. With a passion for all things finance, we strive to provide exceptional customer service and deliver tailored solutions to meet their needs.
Our growing Finance team is seeking a Lending Associate to join our ranks and contribute to our mission. If you're a motivated and detail-oriented individual with a strong work ethic, we want to hear from you
Job Description:
- Owning client relationships and providing outstanding customer service
- Reviewing loan applications and overseeing pre-credit functions
- Preparing and analyzing financial statements
- Maintaining data hygiene and upholding compliance standards
- Collaborating with our network of over 40 financial institutions to secure the best finance outcomes for our clients
Requirements:
- 2+ years of experience as a Lending Associate
- A relevant tertiary degree in Business, Economics, or Commerce
- Proficiency in Microsoft Suite
- A solid understanding of accounting fundamentals, including financial statements, tax returns, P&Ls, and Balance Sheets
- Familiarity with our key product suite: Home Loans, Commercial & Business Loans, Asset Finance, and SMSF Lending
- Experience inputting Home Loans into a Mortgage Broking CRM, such as MyCRM
- An understanding of the
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