Assistant Relationship Manager
Bank of Queensland
  • locationSydney, NSW
  • salaryNot disclosed
  • full-time 20 January 2021
  • locationSydney, NSW
  • salaryNot disclosed
  • full-time
Job Description

Job Description
Join ASX 100 finance leader!
Sydney based - 12 Month Fixed Term Contract
Suits an experienced finance professional with previous banking experience

About Us

BOQ Specialist delivers distinctive banking solutions to niche market segments within healthcare. Our focus, experience and dedication to our clients have enabled us to become experts in a number of professional niches and our approach is characterised by responsive personal service, unconventional thinking, and an ability to be nimble, flexible and innovative.

Committed to an inclusive and diverse culture where differences are embraced, we are passionate about providing opportunities for you to develop your career as we continuously adapt and deliver in a transformational and collaborative environment with a strong focus on customer.

About the role

As a Residential Lending Support Officer you will assist the Relationship Manager by providing them with continuous support in acquiring new business and managing their existing client base. The role predominantly involves taking ownership of end to end home loan administration including deal structure, credit approval and workflow management through to settlement. This includes determining loan serviceability, preparing credit submissions including credit checks and associated administration tasks, preparation of loan documentation and pre-settlement requirements, and supporting the team to achieve set targets.

Some of your key duties and responsibilities will include the following:

Loading files into various systems with high degree of accuracy
Performing all relevant client checks including Equifax reports and employment verifications
Liaising with internal stakeholders as well as clients, accountants, solicitors and relevant 3rd parties to ensure efficient settlement of each deal
Assisting with multiple product distribution including account and credit card opening
Answering inbound enquiries and providing exceptional customer service
Monitoring ongoing needs of existing client base, client maintenance and retention
Undertaking additional duties as advised by the Relationship Manager or Team Leader

About you

With previous retail finance experience, you will be responsible for liaising with clients on a daily basis therefore will maintain exceptional communication skills and the ability to establish and maintain strong working relationships with both internal and external stakeholders.

The successful candidate will also be able to demonstrate the following skills, experience and abilities:

Previous banking experience or broker support experience assisting specifically with residential lending deals
A deep understanding of retail lending products
Proven ability to review financials and understand complex lending structures
Strong interpersonal skills with the ability to negotiate and influence
High attention to detail and the ability to prioritise competing deadlines in a fast paced environment
Outcome orientated with a customer centric mindset.
Above all else, you will be a self-directed, motivated team player who is skilled at managing their time and workload while supporting a high performing Relationship Manager.

Our Benefits

Flexible working arrangements
Discounted financial products
Salary sacrificing options
Paid parental leave
Paid volunteer days
Purchase annual leave
BUPA Corporate Plan
Mentoring and leadership programs
Employee Assistance Program (EAP)
Gym, shopping, technology and travel offers!
*Benefits only applicaple to permanent BOQ employees

How to Apply

To apply for this role please follow the links or apply via our Careers Page.

The Bank of Queensland is committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply.

If you are successful for a role with the Bank of Queensland, it is a condition of employment that background screening is completed to ensure that the Bank complies with its obligations under the Anti-Money Laundering and Counter Terrorism Financing Act. These checks may include, but are not limited to: identity, verification, reference checks, criminal background checks, immigration checks, verification of academic qualifications, bankruptcy checks.

Job Location
Sydney, New South Wales, Australia
Position Type
Full-Time/Regular
Company
BOQ Specialist

Work Authorisation
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Assistant Relationship Manager

  • Job Details:
    Not disclosed AUD
    Sydney, NSW, Full time
  • Key Dates:
    20 January 2021
    Last -2 days to apply
  • Industry:
    Banking, Economics and Finance
  • Insights:
    0 Applicants
    1 Views
Job Description

Job Description
Join ASX 100 finance leader!
Sydney based - 12 Month Fixed Term Contract
Suits an experienced finance professional with previous banking experience

About Us

BOQ Specialist delivers distinctive banking solutions to niche market segments within healthcare. Our focus, experience and dedication to our clients have enabled us to become experts in a number of professional niches and our approach is characterised by responsive personal service, unconventional thinking, and an ability to be nimble, flexible and innovative.

Committed to an inclusive and diverse culture where differences are embraced, we are passionate about providing opportunities for you to develop your career as we continuously adapt and deliver in a transformational and collaborative environment with a strong focus on customer.

About the role

As a Residential Lending Support Officer you will assist the Relationship Manager by providing them with continuous support in acquiring new business and managing their existing client base. The role predominantly involves taking ownership of end to end home loan administration including deal structure, credit approval and workflow management through to settlement. This includes determining loan serviceability, preparing credit submissions including credit checks and associated administration tasks, preparation of loan documentation and pre-settlement requirements, and supporting the team to achieve set targets.

Some of your key duties and responsibilities will include the following:

Loading files into various systems with high degree of accuracy
Performing all relevant client checks including Equifax reports and employment verifications
Liaising with internal stakeholders as well as clients, accountants, solicitors and relevant 3rd parties to ensure efficient settlement of each deal
Assisting with multiple product distribution including account and credit card opening
Answering inbound enquiries and providing exceptional customer service
Monitoring ongoing needs of existing client base, client maintenance and retention
Undertaking additional duties as advised by the Relationship Manager or Team Leader

About you

With previous retail finance experience, you will be responsible for liaising with clients on a daily basis therefore will maintain exceptional communication skills and the ability to establish and maintain strong working relationships with both internal and external stakeholders.

The successful candidate will also be able to demonstrate the following skills, experience and abilities:

Previous banking experience or broker support experience assisting specifically with residential lending deals
A deep understanding of retail lending products
Proven ability to review financials and understand complex lending structures
Strong interpersonal skills with the ability to negotiate and influence
High attention to detail and the ability to prioritise competing deadlines in a fast paced environment
Outcome orientated with a customer centric mindset.
Above all else, you will be a self-directed, motivated team player who is skilled at managing their time and workload while supporting a high performing Relationship Manager.

Our Benefits

Flexible working arrangements
Discounted financial products
Salary sacrificing options
Paid parental leave
Paid volunteer days
Purchase annual leave
BUPA Corporate Plan
Mentoring and leadership programs
Employee Assistance Program (EAP)
Gym, shopping, technology and travel offers!
*Benefits only applicaple to permanent BOQ employees

How to Apply

To apply for this role please follow the links or apply via our Careers Page.

The Bank of Queensland is committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply.

If you are successful for a role with the Bank of Queensland, it is a condition of employment that background screening is completed to ensure that the Bank complies with its obligations under the Anti-Money Laundering and Counter Terrorism Financing Act. These checks may include, but are not limited to: identity, verification, reference checks, criminal background checks, immigration checks, verification of academic qualifications, bankruptcy checks.

Job Location
Sydney, New South Wales, Australia
Position Type
Full-Time/Regular
Company
BOQ Specialist


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