The Opportunity:

This role is ideally suited to someone who has a strong financial services/banking background, whether that be private, business, or commercial banking. This is a role which will give you significant autonomy, ability to provide value to a well maintained book of clients, and work closely with a director with over 20+ years in the banking sector.

What a day in the life would look like (with full support of the director):

Reconcile source documents provided by clients and identify information gaps.

Using source documents to build:

Detailed statement of positions

Group cashflows (extraction of tax returns and financial statements)

Security summaries

Group structures – entity key roles within a group from company searches and trust deeds

Tenancy schedules

Identify and mitigate key issues to be workshopped with lenders.

Scenario modelling to present to lenders.

Write client requirements and recommendations for compliance documents.

Assist in the production and presentation of compliance and application forms to clients.

Closely supervise administration support to build deals in software.

Submission of loan applications to lenders.

Follow up with lenders through the application and settlement processes.

Handling of loan offer documents.

Ensure post settlement file compliance tasks are completed.

Communication with clients throughout the loan origination process with updates and additional information requests.

Ongoing management and reprice of back book.

Assist in the building and documentation of an end-to-end loan process for self-employed, private and commercial clients.

The ideal candidate will bring:

Tertiary qualification in Commerce, Finance or Accounting (highly desirable)

3 – 5 years’ experience working as an Analyst supporting Private Bankers, Commercial Bankers or a broker with clients that fit this profile.

Strong understanding of financial statements & tax returns and ability to extract necessary information from them.

Desire to carve out a long term position in a growing business.

Ability to follow money trail through large, complex, multi-entity groups.

Ability to build statements of position from source documents.

Strong communication skills & a personable demeanor.

What's in it for you:

Direct mentorship from a Director with 20+ years banking experience.

Generous renumeration package commensurate with experience.

Company laptop & phone provided.

Study support on offer for professional development.

Small, tight-knit team where your idea & recommendations will be heard.

Ability to consult with clients one-on-one, and build strong relationships.

1-2 days WFH (once up and running) & flexible start/finish times.

Genuine role autonomy - make this position your own.

The Business:

MW Recruitment are proud to be partnering with a boutique, high performing business who are reshaping the lending landscape. With circa $200m in loans under management, and significant settlement forecasts in the pipeline, this small team punches well above its weight, and due to workflow continually increasing, are seeking an analyst to collaborate with the wider team, and provide insightful analysis across the business to assist in more informed decision making for their clients, to drive further growth.

How to Apply 💼

Take the next step in your career!

📧 Apply on SEEK or email your resume to [email protected]

🔗 Find me on LinkedIn – Sam Cameron-Hands