Relationship Associate - AFS Operations QLD at Avant
Brisbane, Queensland, Australia -
Full Time


Start Date

Immediate

Expiry Date

07 May, 25

Salary

0.0

Posted On

07 Feb, 25

Experience

0 year(s) or above

Remote Job

No

Telecommute

No

Sponsor Visa

No

Skills

Good communication skills

Industry

Banking/Mortgage

Description

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.

Responsibilities

ABOUT THE ROLE:

The Relationship Associate, Commercial, will be responsible for ongoing management of the Commercial Relationship Director’s client base. This role will based in Brisbane.

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
Loading...