Client Relationship Officer

5 days ago

Sydney, Australia ScotPac Full time

Banking & Finance
Client Services

Our Purpose

We are on a big journey at ScotPac pushing the boundaries of SME lending. We started our journey over 30 years ago with a very relationship focused approach helping the SME market with their cashflow requirements. Customer relationships remains in our DNA.
We want to make it even easier for businesses to obtain the finances that they need to thrive and grow in today’s marketplace with disruptive experiences and products.

How you'll make an impact:
We’re on the hunt for fresh talent, with a hunger for learning, a curious mindset and appetite for growth to join us as a Client Relationship Officer.
In this role, you will use your passion for customer service excellence to support the Asset Finance Operations team in delivering the best possible service to our clients. You will be responsible for tracking outstanding deals, settling transactions whilst simultaneously striving to give best possible service to clients and introducers.

What you'll do:

- Review loan documentation and check that it’s correctly completed and meets required approval conditions
- Assist with the settlement process for asset finance transactions
- Carry out loan administration tasks such as data entry, payout quotes and PPSR administration

What you’ll bring with you:

- Previous experience in a customer services role preferred
- Strong ability to work as a member of a team
- Excellent communication skills both verbal and written
- Strong numeracy and financial analysis skills
- Excellent time management and prioritisation skills
- Excellent level of initiative and problem-solving skills

What We Bring:

- An opportunity to gain valuable experience with guidance and mentorship from leading industry experts.
- We support all types of flexible working that allow you to balance your work, your life and your passions.
- Wellness benefit centred around your physical, mental, financial and social health including a $299 allowance to spend on your health each year.
- Birthday leave.
- Leave incentive policy
- Mental Health Relief Day.
- Paid Parental Leave
- Collaborative and inclusive culture - everyone is friendly and happy to help.
- Support of ongoing professional development and professional certifications.
- Charity events with all donations doubled by the company + 2 days volunteer year per annum.
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