Equipment Finance Associate

LMG Asset Finance | Adelaide, SA, 5001, AU

Posted 14 days ago

Description

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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 manner
Speaking to customers over the phone to find out their needs and requirements
Reviewing credit applications submitted to us for creditworthiness
Accurately 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 received
Sell the services of LMG Asset Finance to its clients, including finance and insurance products, within the set regulatory guidelines
Maintain 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 turn
Accessing 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 settlement
Contacting vendors to arrange invoices where required
Provide general advice to clients in relation to insurance products they may qualify for
Achieve required KPI’s for individual daily productivity
Any 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 scenarios

Risk:

Ensure all lender and insurer policies and guidelines are followed at all times
Reviewing Anti-money Laundering compliance documents for accuracy and possible fraud, including Certified ID, in line with lender, ASIC, and AML/CTF guidelines
Reviewing vendor invoices for accuracy and compliance
Ensure all work practices are conducted in accordance with all finance compliance requirements
Identify and report instances of non-compliance appropriately.
Understand and maintain compliance with the National Consumer Credit Protection Act at all times
Check for updates on the status of contracts which have been sent for settlement
Contacting the client and/or partner to provide updates on the settlement process
Accurately input client data into Salesforce and any other system you operate
Maintain a high level of knowledge of products and policies for all lenders and insurers that LMG Asset Finance is accredited
Ensure all work is completed in a fast, efficient, and accurate manner
Maintain a high level of attention to detail in all aspects of the role
Follow all reasonable management directions

Experience:

12+ months experience in commercial or asset finance

Qualifications & 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 level

Seniority level
Associate

Employment type

Employment type
Full-time

Job function

Job function
Customer Service and Finance

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