* Experienced Private Credit Account Manager required
Finexia Financial Group Limited (ASX:FNX) is a proudly independent specialist private credit provider with a strong funds management and advisory capability. Finexia was listed on the ASX in 2015 and currently has main offices in Sydney and Surfers Paradise.
As a result of rapid growth of the Group, we now seek to add an additional Private Credit Account Manager to our Gold Coast corporate offices based in Surfers Paradise.
What you will do
In this dynamic position as a Private Credit Account Manager, your expertise will be pivotal in enhancing the efficiency of our sales processes and daily operations within the Private Credit & Loans division.
Your role will primarily involve offering comprehensive support to our team of Private Credit Specialists, who are dedicated to delivering secured term loans to our diverse clientele.
Key Responsibilities
* Client Support:
o Provide exceptional assistance to clients with their account questions, transactions and general borrowing needs.
o Deliver timely responses to client enquiries, ensuring clear and precise information on our financial products and services is conveyed.
* Documentation and Record Keeping:
o Maintain meticulous client records, confirming all loan documentation is comprehensive and current.
o Aid in the assembling and processing of loan applications, term sheets, and facilitating deal closures.
* Administrative Support:
o Offer comprehensive administrative assistance to the sales team for routine tasks, including the coordination of meetings, compilation of reports and management of communications.
o Collaborate with various internal teams to foster efficient and cohesive operations.
* Account Management:
o Oversee account transactions, addressing any inconsistencies or concerns that arise.
o Facilitate the client onboarding experience, ensuring a smooth transition and integration.
* Regulatory Compliance:
o Keep abreast of the latest banking regulations, guaranteeing all tasks are executed in accordance with pertinent industry standards and legal directives.
Requirements
* Previous experience supporting business or corporate banking teams (this can include SME or Business Banking relationship management) would be highly desirable.
* Extensive experience in lending and credit environments.
* Proven track record in selling financial products.
* Strong knowledge of available credit products.
* Effective communication and interpersonal skills, both verbal and written.
* Proficiency in Microsoft Office suite (Word, Excel, Outlook).
* Exceptional organisational skills with a strong attention to detail.
* Ability to work independently and as part of a collaborative team.
* Ability to multitask and prioritise in a fast-paced environment.
* High level of integrity with the ability to safeguard private and confidential information.
* Pride in the quality of your work.
What we offer
* Competitive base salary of $100,000 per annum plus superannuation.
* Opportunities for professional growth and development.
* A supportive and inclusive work environment.
* The chance to be a part of a forward-thinking organisation that tailors investment and financing solutions.
* We offer the ideal candidate a flexible working environment to accommodate and harmonise with your family responsibilities.
Finexia is no ordinary finance firm and you are no ordinary Private Credit Account Manager. Things move fast here…we respond swiftly to new opportunities and challenges.
Applicants are invited to submit a resume of no more than 4 pages. Please include a brief cover letter personally addressed to our CEO. This letter should showcase how you can contribute towards the success of Finexia. Applications without this cover letter will not be considered.
Applications close on 19 January 2025. Please note only candidates shortlisted for this role will be contacted.
Applicant introductions via recruitment agencies will not be accepted.
Your application will include the following questions:
* Which of the following statements best describes your right to work in Australia?
* How many years' experience do you have as an account manager?
To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory.
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