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Client Service Manager
Loan Market
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Location Icon Brisbane

Due to growth we currently have available a full time position for a Client Service Manager based in Loganholme/Rochdale area allowing you to work with an award winning team.About UsLoan Market i...

Due to growth we currently have available a full time position for a Client Service Manager based in Loganholme/Rochdale area allowing you to work with an award winning team.

About Us

Loan Market is one of Australia's largest retail Mortgage Broker groups, providing home loan solutions to thousands of Australia's every year. We're proud to be part of many Australians' lives as they work towards the true Australian dream "to own your own home".

We'll help navigate you through the competitive and ever-changing mortgage landscape to find the right loan for you. We'll go into bat and negotiate on your behalf, and we'll make the process as simple as possible for you, geared up to deliver fast results. We'll help you avoid the pitfalls, and we'll find loan features to suit your personal circumstances.

About the Role

  • Liaise with Mortgage Broker, Lender and Client during the post Application Process

  • To review and where necessary adjust the loan submission to ensure the application meets lender requirements and submission quality is at the highest possible standards

  • To ensure quality CRM Data to maximise effectiveness of marketing initiatives

  • Ensuring all documents are received from client, follow loans process checklist, coordinate with client any missing documentation

  • Calculate borrowing capacities & funding calculators

  • Understand lender policy

  • Follow up lender to ensure Approval is received

  • Can assist clients confidently with loan document signing and setting up accounts

  • Liaise with lenders, clients and conveyancers to ensure that settlements occur smoothly

  • Escalate applications as required

  • To identify and recommend continual process improvement in all operational and marketing areas of the business

  • Provide Administrative Support where required

  • Cert IV preferred in Finance and Mortgage Broking

This is an excellent opportunity for a candidate that possesses the above attributes to take that next step in their career.

If you are enthusiastic, friendly and have a professional, "can do" attitude then this is the job for you!

Due to the large number of applications, only successful candidates will be contacted.

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Lending Support/Client Service
Astute Paddington
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Location Icon Brisbane

Astute are a Brisbane based financial services company. Astute is built on a foundation of superior customer service with the goal of developing lasting relationships with their clients. We are c...

Astute are a Brisbane based financial services company. Astute is built on a foundation of superior customer service with the goal of developing lasting relationships with their clients. 

We are currently looking to expand our team with an exceptional lending support/client service assistant who is adaptable, positive and proactive, as well as, highly efficient and accurate, to work in a very busy and demanding role assisting our Principal broker and our Operations Manager. This is a new role with an immediate start.

Skills

·         Outstanding time management skills, diary management and organisational skills;

·         Strong ability to multitask and juggle multiple priorities with competing and changing deadlines;

·         Very strong follow up skills - seeing all tasks to completion;

·         Exceptional attention to detail with high expectations in quality;

·         Ability to work within a fast and dynamic team environment;

·         Self-driven and motivated to achieve mutually positive outcomes;

·         Ability to learn and utilise new systems quickly;

·         Professional and confidential attitude; and

·         Excellent personal presentation, written and verbal communication skills.

Duties

·         Provide high quality, accurate and efficient administrative assistance to the Principal Broker and Operations Manager;

·         Maintain office systems, including data, client relationship management (CRM), electronic filing etc;

  • Follow up and ensure all required documents are received
  • Email client loan options 
  • Order valuations and do pricing
  • Do servicing and Loan comments including compliance.
  • Check all documents have been received to cover  compliance and lender requirements.
  • Call/email clients with updates and requirements

Experience

·         Finance, insurance or lending experience preferable but not essential

·         Strong communication and client service skills; 

·         Excellent grammar, spelling, written skills and attention to detail;

·         Must be able to work autonomously; and

·         Advanced knowledge of Microsoft Office software packages.

The position will be Casual 5 days per week, 5 hours a day. If you are looking for a challenging and very rewarding career in a very diverse and interesting role, then please send your resume and cover letter to Matthew Jackson on matthew.jackson@astutefinancial.com.au as soon as possible for an immediate start.

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Compliance Client Support Officer
QED Risk Services
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Location Icon Brisbane

About usQED Risk Servicesis an independent risk management and compliance consultancy firm who have been working in the finance and mortgage industry for the past 10 years. QEDhas become the indu...

About us

QED Risk Servicesis an independent risk management and compliance consultancy firm who have been working in the finance and mortgage industry for the past 10 years. QEDhas become the industry leader in the Australian market, providing the only online compliance software for clients - CompliFast.

Qualifications & experience

QED are looking for individuals who have customer service and administration experience, ideally within the compliance, finance or similar sector, but not essential.  NCCP compliance knowledge would be an advantage.

  • you'll have strong attention to detail, with a focus on accuracy and efficiency
  • you must be capable of managing your time without supervision or direction
  • proficiency in programs within the Microsoft Suite is essential to this role.

Tasks & responsibilities

Your primary responsibilitieswill be ensuring clients are using the online CompliFast system effectively and continuously; managing client enquiries within a timely manner and office administration. 

Contacting and following up with clients via phone and email will be the priority of your day.

Benefits

QED is a family run business with a small, tight-knit, ambitious team.

Situated only 7 km from the city on the northside, there is free street parking, shops only 50 metres away and a short walk from the train station.

You'll enjoy working in a fun and positive environment that you will be proud of.

______________________________________________

1. Click the "apply now" button to answer our selection questions as part of your online application.

2. Request a "QED Career Application" from the QED website to submit as part of your application.

3. Please email your completed "QED Career Application form" within 48 hours of the form being emailed to you.

Applications with a standard cover letter and resume attached will not be considered.

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OSO Customer Support
Hays Talent Solutions
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Location Icon Brisbane

The RoleThe Customer Support team have an exciting opportunity for a full time Operational Support Officer. As Operational Support Officer you will provide subject matter expertise for the Custom...

The Role

The Customer Support team have an exciting opportunity for a full time Operational Support Officer. As Operational Support Officer you will provide subject matter expertise for the Customer Support team, assist with in-house training, management and delivery of Quality Assurance programs and represent the team on any project related requirements. 

Key Responsibilities

  • Understand the Risk profile of the Bank and its effect on the Retail Recoveries function.
  • Assist in the development of the Portfolio Case Support team
  • Assist the Customer Support Team leader in supporting the team in achieving the performance targets.
  • Ensure systems and processes are compliant with all policies, procedures and regulatory requirements and work with stakeholders to implement appropriate Risk Controls within Customer Support.
  • Demonstrate and model compliance, product knowledge and collection processes and act as a champion for continuous improvement within the team.
  • Provide feedback and reports to the Leadership team regarding defects identified in processes and procedures that may impact customer service and targets.
  • Provide excellent customer service
  • Assist in the review and improvement to training materials, in addition to any orientation and job readiness programs.
  • Investigate and recommend areas for process and procedure improvement as well as assisting with implementation of process changes.

Skills & Experience

  • Tertiary qualifications desired, but not mandatory.
  • Understanding of the legal and regulatory framework in which Retail Recoveries must operate and constraints imposed by law, desired.
  • Experience in financial services industry, preferably in a Collections environment is desired, but not mandatory.
  • Proven record of driving process to achieve desired targets.

Our Benefits

  • Discounts of up to 25% on our various Insurance, Banking & Superannuation products
  • Flexible working environment and arrangements; genuine focus on work-life balance
  • Numerous discounts with our corporate partners (retail & shopping / travel & holiday / health & wellbeing)
  • We offer support and various programs for our people: (Employee Assistance Program (EAP), Health & Wellbeing, Study Support, Employee Referral Program ($600), Facilities for nursing mothers, Company share options, Social club, Years of Service Recognition)

If this opportunity sounds like the challenge you have been looking for please apply online today. For further information regarding this position, please contact jenna.halfpenny@suncorp.com.au

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Financial Planner
Investment Zone
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Location Icon Brisbane

Investment Zone (IZ) is a highly regarded boutique Financial Planning organisation located on the glorious Bayside in Brisbane. We are a dynamic, fast growing and forward-thinking firm delivering...

Investment Zone (IZ) is a highly regarded boutique Financial Planning organisation located on the glorious Bayside in Brisbane. We are a dynamic, fast growing and forward-thinking firm delivering holistic financial solutions to improve the financial well-being and lifestyles of our clients.

The Opportunity...

It's flexible: a Full time, Part-time or a Casual role..!   

This role will assist us in ensuring the business maintains strong client relationships and is able to serve clients efficiently and effectively.

We offer our clients a diverse range of strategic advice and services, including;

·         Wealth Creation

·         Superannuation / SMSF

·         Personal Protection

·         Retirement Planning and

·         Estate Planning to HNW, Professionals, and SME

A Centre of Excellence - Our Bayside office is currently seeking a highly motivated and experienced planner to join our successful team. 

You will have experience in providing client advice in a similar role and/or been in a Senior or Executive Management position in the financial services sector with a track record of providing clients exceptional service.

In return you will be provided with a harmonious, flexible, and modern working environment with all of the training and support you require.

The role gives you the flexibility to be as successful as you wish, and you will have a team of quality specialists behind you, that will ensure that you are doing what you do best - sitting in front of clients helping them achieve their financial goals, hopes and dreams..!

Duties will include:

·         Building and maintaining effective relationships;

·         Generation of new business/ referral sources;

·         Conversion of prospect clients;

·         Financial modelling;

·         Maintain professional competencies; and

·         Participate in marketing and business development activities.

The successful applicant will be fully supported by an in-house administration and paraplanning team to assist increase the productivity of this role.

About You

It is expected that the right candidate will have the ability, skill and experience to successfully continue to grow the client base. You are positive, hardworking and readily demonstrate initiative. You also have the ability to work autonomously within a team environment and as such, will be rewarded with an attractive remuneration package.

Our clients are not interested in "fast turnover" but rather have a focus on service excellence and considered outcomes.

To be successful in this role you will ideally require:

·         2+ years providing Financial Planning (or client) advice would be desirable

·         Be registered on the ASIC Financial Adviser Register at any time between 1/1/2016 to 1/1/2019   

·         Education that meets, or is on track to meet the FESEA requirements

·         TPB registration current and up-to-date

·         SMSF accreditation is desirable

·         Strong influencing and negotiation skills

·         Excellent communication and relationship skills

·         Strong technical knowledge

·         Sound compliance record

·         Strong organisational and time management skills

·         Experience with Microsoft Office suite of programs is essential and previous exposure to Midwinter would be an advantage.

You will be responsible for providing high standards of personalised strategic advice to your clients, the ideal candidate will be a polished relationship focused professional looking for their next move to be long term and personally rewarding.

  • Access to long term quality referral sources.  
  • Good base salary and high earning potential.
  • Potential for equity, if you bring a book.

If you have an entrepreneurial flair, and are passionate about Financial Planning, this is an opportunity that shouldn't be missed..!

Your Next Step

So, to take your career to the next level, click ‘apply now’ or forward your resume and cover letter to: info@investmentzone.com.au with the subject line ‘Financial Planner'.

In your cover letter, please include

  • A brief summary of your skills and why you are suited to this opportunity.

Please note only shortlisted candidates will be contacted

No Recruitment Agents please.

Brad Macaulay

PO Box 5334
Manly QLD 4179

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We found 12 Banking & Finance jobs. See more
Credit Risk Analyst

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$89,411 /yr
Median Average:
$89,411


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Credit Risk Analyst Salaries
How much do Credit Risk Analyst earn in Australia? The average salary of Credit Risk Analyst is $89,411 in Australia
$89,411 /yr
Additional Cash Compensation Information Icon
Average $89,411
Range $89K - $89K
Last updated October 23 2020
The average pay range for Credit Risk Analyst is between $89K and $89K. Salaries vary from a low of $60K up to $140K per year. The average number of Credit Risk Analyst roles advertised per month is 4 in Australia between November 2019 and October 2020.
What are the most common skills required to be a Credit Risk Analyst? The most common skills required for a Credit Risk Analyst are:
Analytics Banking Compliance Communicating Credit Risk Accounting Art Administration Cision Economics Engineering Accessibility Accountability Automotive Consulting Administration Analytics Art Banking Building Credit Analysis Credit Risk Database Databases Delegation Economics Edge Engineering Banking Compliance
See all 30 skills

These skills are most commonly found in Credit Risk Analyst job advertisements and position descriptions.

Last updated September 30 2020
Which recruitment agencies have the largest number of Credit Control roles in Australia?
See which recruitment agencies advertise the most Credit Control roles. See what salaries they paid for Credit Control in Australia. See how they compare to the average Credit Control salary of $89,411.
Hays Banking
Sydney (100%)
68

$81K-$99K

($714)

$81K-$99K
($714)
Hays Accountancy & Finance
Newcastle (100%)
54

$70K-$83K

(($12,911))

$70K-$83K
(($12,911))
Bluefin Resources Pty Limited
Sydney (100%)
52

$81K-$98K

($214)

$81K-$98K
($214)
Robert Walters
Sydney (46%), Melbourne (39%), Adelaide (14%)
28

$78K-$96K

(($2,161))

$78K-$96K
(($2,161))
TSR Consulting
Sydney (100%)
16

$83K-$101K

($2,839)

$83K-$101K
($2,839)
Last Updated October 16 2020
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Where are Credit Control in Brisbane sourced from?
Credit Control are sourced from
these companies
GE Money
Gloucester Rugby Club
Grant Thornton
Green Motion
Heathrow Airport Ltd
Credit Control are sourced in Brisbane are most likely to be sourced from these schools
Griffith University
Martin College
Michigan State University
Queensland University of Technology
University of Southern Queensland
Last updated October 24 2020
Where are most Credit Risk Analyst roles located in Australia?
Sydney 25 / 78%
Melbourne 3 / 9%
Perth 2 / 6%
Brisbane 1 / 4%
Newcastle 1 / 3%
Last updated October 23 2020
Which locations in Australia pay the most for Credit Risk Analyst?
Melbourne ($125K)
Sydney ($97K)
Perth ($95K)
Newcastle ($85K)
Brisbane ($65K)
Last updated October 16 2020