Are you an Investment Relationship Manager based in Wollongong and looking to join a rapidly growing Private Lending firm.
Your primary responsibilities will include onboarding investors, monitoring borrower requirements, raising capital, and managing investor communications throughout the investment lifecycle.
Key Responsibilities:
- Onboard investors with KYC , AML, and sophisticated investor forms.
- Understand and manage investments related to private lending, including interest calculations, loan agreements, lending policies, property titles, PPSR, and mortgage registration.
- Conduct basic credit analysis and loan processing to educate and assist investors.
- Participate in weekly team meetings with video and screen sharing.
- Handle phone calls, emails, and resolve tasks or escalate questions as needed.
- Provide weekly reports on raising new investor funds, investor onboarding, and capacity to meet funding requirements.
- Inform and educate investors on current and upcoming investments.
- Forecast investor demand and ensure AFSL compliance.
- Development of marketing materials.
- 4 days minimum in office
Required Attributes:
- Self-motivated and proactive in seeking work and completing tasks independently.
- Solution-oriented mindset with the ability to identify and implement solutions.
- Strong desire for continuous improvement and advancement.
- Keen attention to detail.
Required Skills:
- Proficiency in Microsoft Office, including Outlook, Excel, and Word.
- Clear and concise written communication skills.
- Competent math skills.
- Strong commercial acumen to assess investor needs and identify solutions.
- Excellent interpersonal skills, including making phone calls to clients.
- Basic knowledge of loans and accounting.
Suggested Background:
- Finance, accounting, banking, lending, investment, or construction.
If this sounds like something you will be interested in please click apply below and if you are shortlisted, I will reach out to you.
