Our team of finance experts have combined experience of more than 50 years in the Financial Service industry. Our finance experts specialized not just in Residential Lending but Self-Managed Super Fund, Business Loans, Commercial Lending, Unsecured Lending, Asset Finance and Project Finance as well. We love to work hard and achieve great outcomes for our clients. Young and dynamic start-up company, looking for someone to work with us who loves all things customer care. The purpose of the Senior Credit Assessor role is to assess loans prior to submission to the credit analyst for review. You will also assist with pre/post settlement enquiries with brokers and lenders. We have built an amazing culture at the company – some companies say they have a great culture, but we choose to show it through our actions everyday. It's about team – we enjoy working with each other and that shows in the results we achieve together month-on-month. We go on retreats and no work allowed! We ask for ideas on how we can grow and improve, and we action them. We're a compassionate team who enjoys each other's company and love to share our knowledge and work together. So, if you're someone who is service orientated, enjoys working in detail and talking with stakeholders, you're the person to work with us! Read through the Position Description below to get a better idea of the role on offer and the type of person we're looking to work with. Once you've applied, we will contact you via email to step you through our recruitment process. We want people who will live our values with us. Values like being curious, being transparent, collaborate, innovate, showing compassion, and having fun! Key Responsibilities: Salesforce data entry and LoanApp management Download the documents – ensure they are present and valid, including renaming the documents Create leads and convert to opportunities Push to funder application – ensure all the details are accurate Submit application to funder Sent credit guides if applicable Management of valuation report Issue invoices Order valuation Follow up Generate credit reports and complete title search Complete KYC – IDyou or IDkit Complete application forms and sending for signatures Complete funding table and servicing calculator Draft credit proposal for credit assessment Credit assessment – assessing applications prior to submission to the credit analyst for review Complete risk and fraud assessments Review credit limits in line with the companys policies and procedures Recommend for approval/decline Complete cover sheets Dealing with underwriter MIR and queries Issue formal approval or decline letter Assist with Pre & Post settlement enquiries Ad hoc task as necessary Guide the junior assessor and pre-assessment team if required Requirements Required skills/experiences: Bachelor's degree in finance, accounting, or other business-related fields Minimum 2 years of strong credit experience Ability to manage competing deadlines effectively for fast-paced work environment, with varying degrees of supervision Strong attention to detail and ability to notice discrepancies in data Strong understanding of the credit policy Strong problem-solving, mathematical, comprehension and analytical skills Independent in decision-making Effective communicator and customer eccentric skills Required: Languages English Mandarin (Beneficial but not required) Required: Behaviours Critical Thinking Consistent and methodical approach Attention to detail Persistent Problem Solving Love learning Team Orientated Stakeholder Orientated – Excellent communicator Growth mindset
