Finance Associate

As a rapidly growing broking business, we know how to acknowledge and celebrate success; we

believe in fostering long-term workplace dynamics.

Career progression and genuine recognition for hard work are critical to our company's future; we

take the time to understand our team and individual goals from the very start for a successful future

together.

About the role

This role may appeal to existing bank lenders, those in the finance sector and those who believe they

have more to give and who love engaging with clients and revel in positive client outcomes.

You will be supporting mortgage brokers whilst receiving extensive training and mentoring that you

will give you the tools and skills needed to become a top performing finance associate You will have full

support if you choose to extend your skill set and advance your career at Traj Finance Pty ltd.

What's in it for you

• Complete trust and autonomy to manage your own time
• Competitive salary
• Realistic and achievable KPI's
• Mature client base of passionate like minded people
• Vast resources and support from management
• Amazing culture, trusting, fun and friendly team attitude towards all staff from all staff

within the business, junior right through to senior

You must have

• Effective Time Management skills
• Strong communication skills, both verbal and written to ensure rapport building with existing

and external stakeholders to achieve retention targets

• Strong stakeholder engagement, influencing and interpersonal skills.
• Planning and organisational skills
• Minimum of 2 years + as a credit analyst or similar role in the lending industry
• Ability to work in a fast-paced environment and handle multiple loan applications

simultaneously

• Proficient computer skills, including experience with loan origination software, document

management systems, and Microsoft Office Suite

• Proficient in analysing financials statement and company returns
• Strong Understanding of company and trust structure

Key Responsibilities

• Evaluate creditworthiness of loan applications by analysing financial statements, credit

reports, tax returns, and other relevant documents

• Prepare and/or oversee credit submissions for new home loan applications, and coordination

of deal execution through to final approval and eventual funding

• Provide exceptional customer service to borrowers and respond to inquiries related to loan

status and documentation.

• Communicate with loan officers, assessors/underwriters, and other stakeholders including

solicitors, conveyancers etc. to meet established timelines.

• Ensure home loan applications are complete and accurate, including loan application forms,

property valuation reports, and other required documents.

• Maintain and update loan files and databases to ensure accurate record-keeping
• Follow up on outstanding conditions and address and complete any loan conditions in a

timely manner to ensure applications can be converted to final approval

We look forward to hearing from you.