Sales Support/Lending Officer

6 days ago

Brisbane, Queensland, Australia CFI Finance Full time $90,000 - $120,000 per year

About CFI Finance

CFI Finance is an independent Australian finance company. We provide a range of lending products across the small business finance sector, with a strong brand presence in our target markets. We're a flexible and friendly employer with a high-performing, tight-knit team working from offices in Sydney and Brisbane.

Right now, we're looking for a motivated and detail-focused Lending Officer. We're seeking someone with great organisational and people skills who is eager to develop their knowledge and skills in the finance industry. Working closely with all areas of the business, you'll play a key role in helping small businesses across Australia and New Zealand access the finance they need to grow and thrive.

About the role

You'll be talking daily to small businesses, finance brokers, equipment suppliers, and others involved in the loan process. You'll help gather information for loan applications, prepare and review documents for customers, and ensure that company policies and procedures are followed. This role is often a stepping stone to commercial credit assessment.

Specific responsibilities include:

  • Guiding customers through the application process and collating application information
  • Checking and verifying information provided by customers and presenting it to lending decision-makers for review
  • Generating contract documents and coordinating contract execution and settlement
  • Preparing applications for credit review and ultimately learning to conduct your own credit assessments
  • Assisting customers with general enquiries and requests

About you

  • You may already have experience in lending support, or you might be looking to make a move into finance and commercial lending
  • You'll definitely be positive and friendly, with a can-do attitude
  • You'll have a questioning nature and want to understand the 'why' in what we do
  • You'll have no problem communicating with all levels, whether on the phone or in writing
  • You can work autonomously as well as part of a team
  • You'll have great attention to detail and be proficient with basic Microsoft Office products

What you'll get

  • Competitive salary package
  • A clear pathway to grow your career in commercial finance – whether in operations or credit
  • Work alongside a high-performing, supportive team and learn from industry leaders
  • Growth opportunities with a reputable and dynamic finance company
  • True flexibility, with a results-driven culture and WFH options
  • Great Milton office location and WFH opportunities

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