Relationship Director

About Avant Finance

Avant Finance is a specialist non-bank lender, committed to meeting the needs of doctors & medical professionals. We provide an extraordinary level of personalised service and insight. This is too often missing in today's client experience in lending.

Our people have come from some of the world's leading private & professional lending institutions, and we have a shared goal; this is to place each client's financial needs and aspirations at the centre of everything we do; to support the communities that support us and to impact people's lives in positive, ethical and meaningful ways.

Our values:

• A culture of partnership.
• A relationship of trust.
• A track-record of performance.
• A passion for excellence.
• A wealth of knowledge.

About the role:

The Relationship Associate provides support to the Relationship Director with the ongoing management of their client base. You will be responsible for the end-to-end administration of commercial lending including information input into the relevant systems, creating the loan structure, servicing and work-flow management through to settlement. This role will be based in Sydney.

Key accountabilities for this role include:

• Take ownership and actively manage commercial loan applications end to end, including workflow management through the credit approval, documentation, and settlement process.
• Determine loan servicing, prepare credit submissions and actively manage the loan through the various approval processes.
• Work with autonomy, demonstrating the ability to problem solve and achieve the best outcomes for clients
• Demonstrate excellent attention to detail, while handling many applications at one time
• Engage with internal/ external stakeholders at key milestones for loan applications (ie – Relationship Directors, clients, solicitors)
• Proactively provide feedback to Relationship Director and clients regularly of progress of each application.
• Follow business policies and procedures to ensure compliance with regulations and internal requirements
• Ensure data quality on Salesforce / Q2 / LMG Commercial 3rd Party for commercial applications
• Oversee Post Settlement requests for Loan Maintenance, Variations, Arrears of Commercial Loans
• Contribute to answering client enquiries received via the 1300 number
• Attend ongoing Commercial Product and Process Training
• Demonstrate being a Proactive Learner, including continuing to grow Knowledge of Commercial Medical Lending
• Ensure consistent and effective relationships with Relationship Directors, Clients, Team Leader and other internal and external stakeholders
• Build client relationships to understand and assist with their overall lending needs.

Workplace Health & Safety:

• Ensure good health is maintained through safe work practices.
• Accountable for ensuring appropriate Health and Safety conduct and compliance with relevant Federal and State WH&S legislative requirements and the organisation's Workplace Health and Safety Policy and procedures.

To be successful you will have:

• Relevant work experience, ideally in sales or processing roles within broking businesses, banks or other financial services companies
• Comprehensive knowledge and understanding of financial analysis, credit writing skills and approval standards to structure loans and determine servicing requirements for our clients
• Adaptable to changing requirements and confident in delivering within tight deadlines and high expectations in a fast-paced environment
• Client-centric
• Always operate in an ethical, responsible way
• Embrace the entrepreneurial spirit that forms the foundation of our business.
• Great team player, with a collaboration focus and a positive, can-do attitude
• Proactive approach and confident communication skills.
• Prior knowledge of the banking or broking industry, the Australian residential and commercial lending market and the regulatory environment would be advantageous
• Excellent attention to detail
• Strong organisational skills and effective time management
• Driven to assist clients and the wider team while striving for excellence and quality outputs