Snr / Finance Associate

A rewarding career in medical finance

Green X from MedX Finance Logo

Finance Associate.

MedX Finance is looking for someone to effectively manage the residential loan application process on behalf of the Relationship Directors, ensuring the achievement of all key service commitments, policies and compliance. This role will support our incredible clients in reaching their home and investment ambitions.

MedX Finance offers truly flexible working arrangements, excellent learning and career progression and so much more

The roles focus

  • Work closely with Relationship Directors on the end to end loan process

  • Lead client fact finds and create effective applications and loan documentation

  • Engage with Banks and Non-Bank Lenders, to assist in submitting the most robust application for assessment

  • Liaise directly with clients to further collect or clarify information to make sure the application process is a simple and smooth as possible

  • Keep accurate records and Work in Progress (WIP) Spreadsheet documents up to date to ensure simple and effective communications

  • Contribute to the company capability, stay close to industry news and grow your network with MedX Finance to ensure up to date insights on the space

Incremental tasks

  • Assist with a wide range of projects as delegated by Directors

  • Be the champion of a winning residential finance process by progressing issues and engaging with appropriate stakeholders for assistance

  • Attend all weekly company meetings

Legal

  • Ensure compliance and adherence to External Legislation, including but not limited to Privacy, PPSR, AML & Counter Terrorism Financing Act, Competition & Consumer Act.

  • Minimise Company risk, by identifying and communicating any legislative breach risk

Effective Communication

  • Ensure that internal and external communications are responded to within 2 hours, or if received at the end of the day, within the first 2 hours of the new business day

  • Maintain high levels of professionalism at all times

  • Work collaboratively to create and adhere to appropriate call plans and call patterns

  • Contribute to finance growth and achievement of budgets within the company

About You

  • Tertiary qualifications Commerce / Business  (Desirable)

  • Knowledge & Experience in Lending (Essential)

  • Understanding of Mortgage Industry (Desirable)

  • Lending / Credit Skills (Desirable)

  • Good knowledge of the following legislation (Essential):

    • Personal Property Security Register

    • Privacy Act

    • Competition & Consumer Act

    • AML & Counter Terrorism Financing Act

    • Best Interest Duty

The Behaviours We Love

  1.  Thinks & Acts Commercially

  2. Demonstrates Decision Making & Accountability

  3. Displays Resilience

  4. Puts Customer First

  5. Influences and Wins Support

  6. Develops Self & Others

  7. Communicates Clearly & Openly

If you think this sounds like you, email Todd@MedXFinance.com.au with your CV and a brief explanation about you and why MedX Finance today!