Equipment Finance Associate

1 week ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.LMG is Australasia’s biggest loan aggregator, supporting and advocating for over 7,000 brokers, and their clients, across Australia, New Zealand and Indonesia.Brokers aggregating with LMG operate under the Loan Market Brand or bring their own brand.The Commercial Strategist role will convert referral applications for clients of LMG Asset and its related entities in a fast, efficient and accurate manner whilst maintaining elite customer service and communication.Activity:Service Delivery:Responding to customer inquiries in a fast and efficient mannerSpeaking to customers over the phone to find out their needs and requirementsReviewing credit applications submitted to us for creditworthinessAccurately and efficiently assess credit applications we receive and determine: The most appropriate lender suitable to the client's needs and requirements; or The lender selected by the partner is suitable based on the application receivedSell the services of LMG Asset Finance to its clients, including finance and insurance products, within the set regulatory guidelinesMaintain a high standard of professionalism at all times with all clients, lenders, insurers, and colleagues.Maintain a high standard of customer service at all times and keep partners and clients up to date at every turnAccessing lender systems to: Submit and/or update applications for credit on behalf of the client, Upload application supporting documents, Check for updates on the approval status of submitted applications, Generate loan contracts, Submit loan contracts for settlement or Check for updates on the status of contracts which have been sent for settlementContacting vendors to arrange invoices where requiredProvide general advice to clients in relation to insurance products they may qualify forAchieve required KPI’s for individual daily productivityAny other responsibilities in line with the level of the position as assigned by the Supervisor and/or the Company.Be proactive in work chats to assist in staff questions and scenariosRisk:Ensure all lender and insurer policies and guidelines are followed at all timesReviewing Anti-money Laundering compliance documents for accuracy and possible fraud, including Certified ID, in line with lender, ASIC, and AML/CTF guidelinesReviewing vendor invoices for accuracy and complianceEnsure all work practices are conducted in accordance with all finance compliance requirementsIdentify and report instances of non-compliance appropriately.Understand and maintain compliance with the National Consumer Credit Protection Act at all timesCheck for updates on the status of contracts which have been sent for settlementContacting the client and/or partner to provide updates on the settlement processAccurately input client data into Salesforce and any other system you operateMaintain a high level of knowledge of products and policies for all lenders and insurers that LMG Asset Finance is accreditedEnsure all work is completed in a fast, efficient, and accurate mannerMaintain a high level of attention to detail in all aspects of the roleFollow all reasonable management directionsExperience:12+ months experience in commercial or asset financeQualifications & Certifications:A National Police Certificate which is satisfactory to the company will be required by LMG before the successful applicant can commence in this position, and is to be maintained by the employee.Seniority levelSeniority levelAssociateEmployment typeEmployment typeFull-timeJob functionJob functionCustomer Service and FinanceReferrals increase your chances of interviewing at LMG Asset Finance by 2xGet notified about new Finance Associate jobs in Adelaide, South Australia, Australia.Adelaide, South Australia, Australia 1 day agoAdelaide, South Australia, Australia 1 week agoAdelaide, South Australia, Australia 4 days agoAdelaide, South Australia, Australia 2 months agoAdelaide, South Australia, Australia 4 days agoFullarton, South Australia, Australia 4 weeks agoAdelaide, South Australia, Australia 1 week agoAdelaide, South Australia, Australia 2 weeks agoFinancial Accountant - 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