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Senior Lending Associate

vor 4 Monaten

Melbourne, Österreich BlueRock Group Vollzeit

A smart human once said, “Do things you with people you care about and good things happen”, and at BlueRock, we are a growing team who love what we do.

Come join our growing Finance team and work alongside other awesome and commercial professionals. This permanent full-time opportunity is perfect for someone looking for a flexible, fun and empowering workplace to expand their skills and grow their own portfolio.

BlueRock Finance is looking for someone who prides themselves on building and maintaining relationships, cemented by sound and proactive advice on all things finance.

What you'll be doing

  • Owning the relationship with our clients and providing amazing customer service
  • Attending client meetings with brokers and taking notes around client’s situation and objectives
  • Working with broker to understand servicing capacity for loans and the required structure for the application.
  • Logging and managing opportunities in HubSpot and assigning to relevant advisor
  • Understanding the inputs to the serviceability calculator so the information can be input correctly into MyCRM and ApplyOnline (AOL)
  • Building and improving relationships with clients in aligned broker’s portfolio.
  • ·Being prepared for annual audit around NCCP regulated clients and assist with any questions from the auditors.
  • Reviewing loan applications and overseeing the pre-credit functions of the loan process
  • Upholding compliance and maintaining data hygiene

About BlueRock Finance

BlueRock Finance is a team of enthusiastic finance experts who really know their stuff. Always hungry and thinking ahead, we help our wonderful clients make the most of every opportunity while helping them achieve their business and personal goals.

Whether it's a first home or a commercial lease, our close-knit and friendly teamwork together diligently to make it happen

BlueRock Finance is part of the wider BlueRock Group. A multi-disciplinary professional services firm that offers its clients a holistic approach to all things Accounting, Legal, Financial Planning, Personal & General Insurance, SMSF, Digital & Marketing - there is not much we can't do and it's downright exciting to be a part of

We want to hear from people with

  • Minimum 3-5 years’ experience in mortgage lending/ broking
  • High knowledge of settlement procedures, loan processes, and documentation.
  • Strong understanding of NCC legislation and disclosures required for home lending in a personal name. Proactive in managing NCC process for the portfolio and organised for annual audit.
  • Strong understanding of pricing process and where to lodge pricing requests. Excellent ability to prepare pricing comparisons for refinances and new purchases.
  • High level of industry and product knowledge
  • Proven experience in residential lending and ideally commercial lending also
  • Ability to liaise directly with clients to complete fact finds and communicate with clients all the way to settlement.

Our people love to work for us, here’s why

  • Officially B-Corp Certified, a Certified Great Place to Work 2024, 2023 and 2022 Best Workplaces winner
  • Competitive salary, free weekly lunches, awesome social events (including a social club – winery tours to museum tours), flexible working arrangements, and amazing headquarters in the CBD.
  • Receive mentoring and coaching from industry leaders and plenty of opportunities for growth and promotion.
  • Learning and development including internal and external training programs to build your career skills.
  • An inclusive and diverse workplace culture centered on health, wellbeing and fun.
  • The ability to salary sacrifice for their very own BlueRock shares
  • Gym membership after one year of tenure and mobile phone allowance after 6 months
  • We have our very own BlueRock public holidays to give our people the day off, on us

For more amazing perks of working at BlueRock and employee benefits – head to our careers page

How to apply

If this sounds like you, then please click on the "Apply" button and follow the prompts. If you think you have what it takes, but don’t necessarily meet every single point on the job description – please still apply. We’d love to see if you could be a great fit and we can't wait to meet you 

For any questions regarding this opportunity or if you require adjustments to participate in the recruitment process, please reach out to hr@thebluerock.com.au.

For this role, only candidates with the eligible right to work in Australia will be considered.

Please be advised that BlueRock or any of its related or controlled entities do not accept unsolicited contact or resumes from Recruitment Agencies. 

Even in 2024 it needs to be said, BlueRock is a workplace committed to equal employment opportunities regardless of age, citizenship, colour, disability, gender and gender identity, marital status, nationality, race, sexual orientation, or veteran status.    

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