Assistant Commercial Client Liaison- Financial Services

Talent Web Recruitment
Sydney, NSW
A$100,000 p/a +Super
Banking & Financial Services → Client Services
Full-time
Hybrid

Posted 3 days ago


Want to work with a high impact, high growth Australian business who puts culture first?

$100K+Super
Great Company Culture & Hybrid Workplace
18 month Maternity leave role with progression opportunities
Available for a start in June.

Seeking an experienced Relationship Manager or Client Liaison professional with Commercial Lending experience to join a growing team in Sydney CBD and take on a 2ic level role.

In this role, you will be assisting the financial advisor sales team with commercial deals from initiation to settlements and be a key point of contact for clients, providing them with a high quality client journey experience.

Key Responsibilities:

  • Drive Credit Applications: Partner with sales to prepare, review, and finalise credit submissions—ensuring all documentation is accurate and complete.
  • Client Servicing: Manage servicing requirements including sourcing financials, verifying client details, and maintaining a high standard of data accuracy.
  • Deal Management: Oversee approved transactions, liaise with stakeholders, and coordinate documentation for timely and successful settlements.

About the company:
This group offers competitive services supporting the Healthcare industry. The are award winning and have a high performing, highly considered people centric culture. With clear growth strategies in place, they will be a market leader in their immediate endeavours and are seeking people wanting to be part of an exciting journey of industry leadership.

About You:
To be a good fit for this team you will have a learner mindset, always curious and happy to be challenged around the status quo. You will be an ambitious 'go- getter' who wants to excel and make your contribution to the team.

  • Happy to work in a scale up and agile environment
  • Experience with Asset/Equipment Finance, Commercial Mortgages or Business Overdrafts highly regarded.
  • Experience with the Medical industry highly regarded
  • 2-4+ Years in Commercial Lending/Business lending experience
  • Understanding of financial statements/tax returns for businesses, companies, individuals, trusts, partnerships.
  • Excellent verbal and written communication skills
  • Experience in sales support or loans operations roles highly regarded

Benefits

  • Be part of a company who genuinely puts culture first
  • Be part of a rapidly scaling organisation
  • 2 days WFH
  • Opportunity to progress into sales or more senior roles.

Click “Apply Now” or contact Amy at 0420 586 166 or via email at [email protected] to discuss this exciting opportunity


About Talent Web Recruitment

Melbourne, VIC, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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