-Driving and supporting the credit preparation process on large and complex deals in conjunction with the banker.-Partnering with the bankers to create and complete the credit submission.-Ensuring exceptional customer experience and advocacy are achieved.-Become a point of contact for activities related to the transaction.-Coaching and mentoring of colleagues within the broader team.-Supporting bankers with portfolio management activities including covenant monitoring.-Working with Leads to train, coach and develop new entrants and existing staff.

-Leading a team of associates completing churns, decreases and renewals. -Responsibility for the associates input quality, operational efficiency, and time to decision. -Proactive management of risk and compliance requirements. -Inspiring, engaging and coaching the team. -Ensure the team delivers excellent customer outcomes. -Suggest strategies to improve customer experiences. -Deliver change within the team. -On-board new staff to the bank. -Motivate staff to meet business goals.

-Completion of file preparation for existing customer lending requests to a high standard and within agreed time-frames.-Thorough analysis of customer financial information, including tax returns and financial statements to assess ability and willingness to re-pay.-Inbound quality checks on lending submissions to ensure they meet the minimum requirements to proceed to credit writing.-Proactive risk management to ensure all tasks are completed efficiently and meet all policy and compliance requirements.-Supporting the overall running of the business to ensure the wider team are able to provide a high level of service to all customers.-Experience providing outstanding customer service and a target orientated environment.-Understanding credit structures in order to assist with the understanding and completion of credit submissions.-Excellent time management skills, with the ability to prioritise tasks in line with business requirements.

-Preparing and processing home loan, commercial and equipment finance applications. -Provide advice on the most appropriate finance structure, security, interest rates and fees. -Analysing financial statements to calculate key metrics.-Researching industry and client information. -Answering client queries via email and calls. -Reporting straight to the director. -Creating strong relationships both internally and externally. -Provide advice on disputes between clients and lenders, negotiating on client’s behalf to improve prospect of a successful outcome.

-Performing general administration and receptionist duties as first point of contact including: handling telephone, front counter and email enquiries; data entry; file/record management; and scanning, faxing and photocopying documentation.-Preparing, processing and lodgement of tax returns and reconciliation of financial statements/reports.(ie. P&L, Balance Sheets and BAS/GST) for individuals, sole traders, partnerships and trusts.-Calculating of depreciation and capital gains/losses and preparation of depreciation schedules.-Performing bookkeeping duties for clients.-Accurately entering and updating data/records; and receipting and receiving payments.-Fostering strong working relationships and working collaboratively with both internal and external clients.-Ensuring quality assurance regarding the accuracy of information within tax returns and reports.