Meeting day-to-day requirements and needs of medical professionals in the portfolioWork hard to build long-term relationships with our clientsAnalyse, prepare and submit high quality credit applications for PAYG and complex entity structuresManage hygiene for portfolio with $420M AUM - (Fixed Expiry, Offset Link, Construction expiry, arrears reporting ectWorking in a high performing portfolio with over $220,000,000 in settled loans between FY21-FY23Strong focus on client satisfaction & retentionCompleting relationship manager duty whilst RM is on periods of leaveAssisting clients with settlement preparationAttending networking events (Hospitals & Expos) Working closely with the RM to generate new client leads and manage pipelineMentoring new staff Manage construction loan payments, discharges & variations

Working directly with brokers and solicitors to ensure settlement deadlines are metDay of settlement PEXA managementDischarge processing and settlementManaging post settlement transactionsHigh volume inbound call service to brokers & solicitorsManaging stakeholders expectations

Look after the financial well-being of clients through quality conversations & expert knowledge.Assisting clients with their home buying journey from initial enquiry through to settlementCompleting & submitting high quality home loan credit applicationsManaging existing clients banking & lending needsIn-bound call servicePost settlement care for all clientsClient satisfaction & retention

Helping protect customers financial well-being by meeting their personal banking & lending needs.Having quality conversations with clients regarding their bankingCompleting & submitting personal loan, credit card & overdraft applicationsProviding insurance to clients with a requirement to protect their home & contents / carHigh volume in-bound call environment