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Bmoney Finance
About the role We're looking for a full-time Credit Assessor to join our team, based in our Ashgrove office. This is a fully in-office role. Day to day you'll be liaising with clients, reviewing financial documents, c…
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About the role
About the role
We're looking for a full-time Credit Assessor to join our team, based in our Ashgrove office. This is a fully in-office role. Day to day you'll be liaising with clients, reviewing financial documents, completing credit assessments, lodging applications with lenders, preparing settlement documentation, and providing post-settlement client care.
Key responsibilities
Liaising with clients via email and phone, and following up on required documentation
Reviewing and interpreting client documents, including payslips, tax returns, bank statements, and financial statements, for self-employed borrowers
Completing credit assessments and packaging applications for lender review
Lodging and managing applications with lenders
Preparing post-approval settlement documentation and managing settlements through to completion
Providing post-settlement client care
Assisting our Broker with required tasks and administrative support
Learning the ins and outs of personal, home, asset, and commercial finance
About you
A genuine willingness to learn. No finance or banking background required (though prior credit analyst/lending experience is a bonus)
Comfortable working with numbers and reading through documents in detail
Confident using Outlook and Excel (majority of the role's day-to-day tools)
Excellent written and verbal communication skills
Strong time management and ability to meet deadlines
High attention to detail and accuracy in documentation
A positive attitude and team mindset
Able to work full-time, fully in-office in Ashgrove
About us
Bmoney Finance is one of the most rapidly growing brokerages in Australia. We assist clients across home loans, commercial lending and asset finance. We're a close-knit, ambitious team that moves fast and backs our people. Joining Bmoney Finance means getting in on the ground floor of a business that's scaling quickly, with real opportunities to grow your career alongside it.
Benefits
Base salary + monthly bonuses when KPIs are hit
A clear pathway to move into a Broker role as you grow with us
On-the-job training and support from experienced brokers
A supportive, in-office team environment in Ashgrove
https://www.bmoney.com.au/
https://www.instagram.com/bmoney.finance/
sign in above to apply · via Jora
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