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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 $18 billion Assets Under Management and over 550 employees deployed across Melbourne, Sydney and Shanghai.
The Opportunity
As part of the Settlements & Customer Operations Division of La Trobe Financial, your primary responsibility will be to support Credit Analysts in the assessment, recommendation, submission and timeline management of Residential/Investment and Commercial Loan Applications.
Key Responsibilities
- Data entry of new loan applications in to a CRM (loan processing) System ensuring excellent accuracy
- Conducting Credit checks via equifax
- Ordering property Valuations
- Preparing loan offer documentation in accordance with La Trobe Financials company policy and procedures
- Develop and maintain excellent working relationships with both internal and external stakeholders.
- Responding to inbound emails and telephone enquiries from both clients and internal stakeholders
- Other administrative duties as required
About you
- Demonstrates superior customer service
- AML/CTF experience would be advantageous
- Exceptional organisational and prioritisation skills to ensure all deadlines and responsibilities are met
- Excellent telephone manner; patience, listening skills and ownership of the call is essential
- Attention to detail with an ability to grasp new concepts
- Excellent communication skills, both written and verbal
- Strong computer and Microsoft Office suite experience
- High Ability to work both autonomously and in a team environment
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
Please note that only shortlisted candidates will be contacted.
