Senior Commercial Finance Advisor | Self-Employed Lending Expert

Professional Lending Solutions Australia; Gold Coast City; On-site; AUD 90,000 - 150,000; Full time

Job summary

Professional Lending Solutions Australia on the Gold Coast Bundall is seeking an experienced commercial finance professional to join our Bundall team. You will analyse complex financial information, structure lending solutions and build lasting client relationships.

Your responsibilities include assessing company and trust financials, structuring loans, researching lender policies, submitting applications and progressing files to settlement.

Qualifications

• Relevant experience in commercial finance broking, business banking or commercial lending.
• Strong financial analysis skills interpreting company and trust financials and self-employed income.
• Experience structuring loans and preparing credit applications.
• Ownership of applications and ability to manage competing priorities.
• Excellent communication and client service.
• Proactive business development and referral relationships.
• Collaborative attitude and willingness to mentor colleagues.
• Qualifications in finance, banking or mortgage broking are highly regarded.

Responsibilities

• Assess company and trust financial statements, tax returns and supporting documents to determine income and borrowing capacity.
• Structure lending solutions around each client’s circumstances and objectives.
• Research lender policies, assess credit fit and prepare client proposals.
• Prepare and submit loan applications, respond to lender queries and progress to settlement.
• Keep clients informed, obtain documents and resolve lending issues.
• Build relationships with bankers, referral partners and clients to generate repeat and new business.
• Maintain accurate client records and CRM updates.
• Share knowledge and help colleagues understand complex self-employed lending scenarios.

Skills

Sales mindset

Credit judgement

Financial analysis

Lending structuring

Communication

Business development

Collaboration/mentoring

Education

Finance, banking or mortgage broking qualifications

Tools

CRM

Job description

Professional Lending Solutions Australia on the Gold Coast Bundall is seeking an experienced commercial finance professional to join our Bundall team. You will analyse complex financial information, structure lending solutions and build lasting client relationships.

Your responsibilities include assessing company and trust financials, structuring loans, researching lender policies, submitting applications and progressing files to settlement.