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Form of workAbout La Trobe Financial
Australia's leading Alternative Asset Manager since 1952. Our culture combined with our commitment to service and our customers has seen La Trobe Financial grow to over $19 billion Assets Under Management and over 550 employees deployed across Melbourne and Sydney.
The opportunity
We currently have multiple full-time roles available to join our Sydney Credit Analyst team. This role would be suited to someone that is energetic, enthusiastic and who enjoys working as part of a team. You will need to have excellent Customer Service, strong analytical and written and verbal communication skills for this role.
The key responsibilities include:
- Assessing and recommending mortgage loan applications within policy
- Ability to read property valuations and quantity surveyors reports
- Attend to phone and email enquiries from Mortgage brokers, BDMs and customers in a professional, timely manner
- Managing credit risk, and ensuring all credit policies and guidelines are maintained and applied to appropriate decisions
- Demonstrating due diligence and attention to detail; reviewing and extracting information from documentation, such as income & financial statements, trust deeds and identification documents, to confirm creditworthiness.
- Providing outstanding and professional customer service to our referral partners, customers and internal stakeholders
- Building strong and mutually beneficial relationships with our referral partners, customers, internal & external stakeholders
- Ensuring business Service Level Agreements are adhered to and, where possible, exceeded.
About you:
- A degree in a business-related field, or previous experience in the banking/finance industry is preferred but not essential.
- Demonstrated experience or a strong interest in mortgage lending will be advantageous.
- Exceptional customer service and relationship management skills
- Strong written and verbal communication skills
- Strong administrative, organisational and time management skills
- A keen eye for detail and the ability to identify discrepancies within data
- Ability to work both autonomously and in a team, in a high-pressure work environment
- Ability to provide solutions & problem solve
- Demonstrated computer literacy and strong numerical knowledge
- Excellent time management
- Used to working under pressure to meet/exceed KPIs
Employee Benefits
- Flexible working arrangements
- Paid Birthday Leave
- Paid volunteer days
- Ability to purchase additional Leave
- Employee Assistance Program (EAP)
- Training opportunities
- Social Events
- Retail discounts with Reward Gateway
We value your interest and encourage you to apply today. By joining us, you'll become part of a dynamic team dedicated to growth, relationships, and excellence.
Please note that only shortlisted candidates will be contacted.
