Job Description
Full job 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.
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 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
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
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 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
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
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Associate - position is now open for candidates interested in the Bank Jobs sector. This role in Brisbane offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.