Responsibilities

• Qualifying and Converting Leads into applications and ultimately loan settlement.
• Source and build own client base through Vendor relationships and other marketing opportunities.
• Accurate completion of loan applications and making sure all relevant supporting information is collected and is up to date.
• Some financial analysis and loan application preparation required.
• Working across QPF’s panel of Lenders to ensure the best deal for the client is obtained.
• Liaising with Lenders throughout the loan decision process with regards to information required, timeframes and outcomes.
• Arranging appropriate loan documentation.
• Collating loan documentation and approval conditions for lodgement of settlement.
• Liaising with Lenders to ensure settlement is effected in a timely manner.
• Ongoing client management and maintenance including Updating/Maintaining Client files with Database as required,
• Remain up to date and ensure compliance with legislative requirements including, Privacy Act and AML etc.
• Remain up to date with various Lender policies and processes.

Qualifications

• Completion of year 12 (QCE or HSC equivalent) is generally required.
• Cert IV in Financial Services is required.
• Clear Police Check.
• Clear Bankruptcy Check.
• Be able to obtain/qualify for Lender Accreditations.

Experience

• Previous experience in the Equipment Finance Industry is highly desirable.

Key Competencies / Skills:

• Strong Customer Service ethic.
• Ability to communicate effectively with an array of customers.
• Confidence in selling.
• Sound organisation and planning skills.
• Professional personal appearance.
• Ability to handle pressure at times of peak workflow.
• Ability to work autonomously and be available for your clients at all times.