Relationship Associate - Residential Lending

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. 

About the Role: 

The Relationship Associate, Residential Lending, is a proactive learner, customer-focused and team player with the ability to establish positive working relationships across the business, including the Relationship Directors / Relationship Managers and assisting with the ongoing management of their medical professional clients’ personal lending needs. 

You will be responsible for the end-to-end administration of residential, including inputting into systems and work-flow management through to settlement.

Location: The role is based in Sydney

Key accountabilities for this role include:

• Take ownership and actively manage residential 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 with internal/ 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 systems used by the business (eg – Salesforce, MyCRM) 
• Oversee Post Settlement requests for Loan Maintenance, Variations, etc
• Contribute to answering client enquiries received via the 1300 number 
• Attend ongoing Residential Product and Process Training 
• Demonstrate being a Proactive Learner, including continuing to grow Knowledge of Residential Medical Lending 
• Ensure consistent and effective relationships with Relationship Directors / Managers, Clients, Team Leader and other internal and external stakeholders 

About you: 

You place the customer at the centre of everything you and your team deliver. 
You are willing to roll up your sleeves and do whatever it takes for you and your team to deliver to our customers in a fast-paced environment.

Skills for success: 

• Degree preferable
• Relevant work experience in processes for residential (NCCP) lending with a Bank or Broking Firm 
• Experience in communication with clients 
• Experience in effectively working as part of a team •    
• Great team player with a positive and can do attitude
• Strong organisational skills and effective time management
• Excellent attention to detail
• Keen and quick to learn
• Confidence and flexibility to take on tasks
• Proactive approach
• Client centric
• Confident communication skills
• Achievement focused
• Self-motivated

Our expectations of our people: 

• Avant Finance is a growing business and the key to our success is our culture of super-performance. It is our goal to provide a workplace that is supportive, flexible, has strong leadership and a great culture.  In return, it is our expectation that you will help us to build a strong, successful business.
• Exceptional service is at the heart of our business model.  Beyond this, we feel our people deliver a distinctive, exceptional level of care for our clients. 
• We get the job done and we deliver on expectations.
• We always operate in an ethical, responsible way.
• We embrace the entrepreneurial spirit that forms the foundation of our business.

Why work at Avant?

Discount of 25% on Private Health Insurance and free Salary Continuance Insurance.
We value our people by offering an inclusive workplace with flexible work, 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.