Relationship Associate

2 months ago

Sydney, Australia Avant mutua Full time

Relationship Associate , Commercial Lending

Adelaide SA, Australia ● Brisbane QLD, Australia ● Melbourne VIC, Australia ● Perth WA, Australia ● Sydney NSW, Australia Req #388
Friday, 1 November 2024
About Avant
 
Avant is Australia’s leading medical defence organisation with a proud heritage of protecting Australian medical professionals for over 125 years.
 
Avant now represents 80,000 health practitioners and medical students across every state and territory, delivering market leading products and services to meet their professional, personal and practice needs. Building on this heritage, our vision is to be the most trusted professional partner in supporting doctors throughout their lives and careers.
 
As a mutual organisation, owned by members and run purely for their benefit, our members are at the centre of all we do. As well as providing products and services to our member, we play a broader community role by advocating for improvements in the healthcare system and in quality, safety and professionalism in medicine, through delivering education and research activities. 

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, Commercial, will be responsible for ongoing management of the Commercial Relationship Director’s client base. This role can be based in Sydney, Melbourne, Brisbane , Perth or Adelaide.

 
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.
• 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 withinternal/ external stakeholders at key milestones for loan applications (ie – RD’s, clients, solicitors)
• 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

To be successful you will have:
 
• Relevant work experience, ideally in sales or processing roles within broking businesses, banks or other financial services companies
• Ability to deliver to tight deadlines and high expectations in a fast paced environment 
• Place the client at the centre of everything you do. 
• Always operate in an ethical, responsible way 
• Embrace the entrepreneurial spirit that forms the foundation of our business. 
• You are willing to roll up your sleeves and do whatever it takes for you and your team to deliver to our customers
• Strong client relationship skills coupled with a strong client service ethic and prior maintenance of an existing book 
• Prior knowledge of the banking or broking industry, the Australian residential and commercial lending market and the regulatory environment 
• Comprehensive knowledge and understanding of financial analysis, credit writing skills and approval standards 
• Excellent attention to detail 
• Strong organisational skills and effective time management
 

Why work at Avant?
 
At Avant, our people are the centre of everything we do for our members. We offer a range of benefits and opportunities to enable you to make a difference, learn, and grow in your career.
 
We value our people by offering an inclusive workplace with a diverse range of benefits, flexible working options, career development, and internal mobility opportunities. Our flexible working arrangements are designed to enable genuine work-life balance.
 
Your development is our priority and we have a variety of learning and development programs that will support you in your career.
 
We offer support to our people via Employee Assistance Program (EAP), Health and Wellbeing programs, Tertiary Education Sponsorship and Support.
 
We have a diverse and connected work environment where your contribution and ideas will be valued and respected and make a real difference to the lives of others.
 
For further information, please contact our Careers team at careers@avant.org.au.
 
Please note: Avant Mutual is a vaccinated employer. Prior to the commencement of your employment by Avant, you are required to be fully vaccinated against the Covid-19 virus or have a medical certificate stating that you cannot receive a Covid-19 vaccination for valid medical reasons.

Other details

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