Banking, Superannuation & Finance jobs
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Posted 8d ago
$80k - $85k
KEY POINTS WE FOUND
- Assess clients’ finances and borrowing capacity, then research and recommend suitable loan products.
- Prepare and manage loan applications, negotiate with lenders, and coordinate applications through to settlement.
- Maintain client records and comply with responsible lending, credit legislation, and licensing requirements.
Expiring today
$80k - $90k
KEY POINTS WE FOUND
- Manage the end-to-end mortgage broking process from initial consultation to settlement.
- Build strong client relationships and provide tailored lending solutions.
- Maintain compliance and documentation while achieving settlement targets.
+60d ago
$110k - $130k
Above avg
KEY POINTS WE FOUND
- Primary point of contact for clients'' lending needs
- Collaborate with the Director to drive the residential lending division
- Manage relationships and contribute to the firm''s growth
+60d ago
$76k - $77k
Above avg
KEY POINTS WE FOUND
- Support loan processing activities and manage client information.
- Ensure compliance with relevant standards and guidelines.
- Communicate with lenders and stakeholders to assist with loan applications.
+60d ago
KEY POINTS WE FOUND
- Provide professional investment advisory services to clients.
- Conduct in-depth financial and market analysis for investment portfolios.
- Develop and manage diversified investment strategies and asset allocation models.
+60d ago
$90k
KEY POINTS WE FOUND
- Provide investment insights and recommendations based on financial analysis.
- Conduct detailed financial analysis and valuation of ASX-listed companies.
- Prepare and present investment recommendations supported by financial modelling.
Posted 20d ago
KEY POINTS WE FOUND
- Lead and support the structuring and execution of complex project finance transactions.
- Develop and review detailed financial models and assess project feasibility.
- Manage the execution and closing of financing transactions, ensuring compliance with financing terms.
Posted 23d ago
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Manage a pipeline of warm enquiries and guide clients through the lending process.
- Educate clients on reverse mortgage products and maintain compliance with responsible lending obligations.
- Provide ongoing communication and support throughout the process.
+60d ago
~$77k(Estimated)
KEY POINTS WE FOUND
- Join a leading Big 4 Bank in a fast-paced project role.
- Support the migration of business banking customers and ensure accurate account management.
- Receive comprehensive training and work in a supportive team environment.
Posted 9d ago
~$101k(Estimated)
KEY POINTS WE FOUND
- Manage a portfolio of overdue accounts, make collections calls and negotiate payment arrangements.
- Support recovery activities including dishonoured payments, skip tracing, default notices and statutory demands.
- Maintain accurate account records while managing a busy workload and communicating confidently with customers and brokers.
Posted 22d ago
~$120k - $150k(Estimated)
KEY POINTS WE FOUND
- Lead the Credit Administration team in daily operations.
- Review and approve loan documentation and manage stakeholder communications.
- Prepare management reports for portfolio monitoring and compliance.
+60d ago
~$291k(Estimated)
KEY POINTS WE FOUND
- Lead the Enterprise Insider Risk Programme for a major financial services organisation.
- Conduct comprehensive risk assessments and develop an Insider Risk Framework.
- Engage with senior stakeholders to strengthen insider risk management.
Posted 1d ago
$100k - $120k
Above avg
KEY POINTS WE FOUND
- Manage resident property settlements end-to-end, including contracts, deposits, notices, entitlements and funds transfers.
- Coordinate residents, families, sales managers, external solicitors and legal teams to prepare lease documents and settlement statements.
- Maintain accurate CRM and database records, process commissions, and provide settlement reports to the Managing Director.
Posted 8d ago
KEY POINTS WE FOUND
- Complete end-to-end KYC data and document verification for corporate and institutional client accounts being migrated.
- Review client information, identify documentation gaps and discrepancies, assess AML risks, and escalate issues as needed.
- Track outstanding cases and support stakeholders while maintaining accurate checklists, procedures and project records.
+60d ago
~$130k(Estimated)
KEY POINTS WE FOUND
- Seeking an experienced Financial Analyst for a consultancy role.
- Provide commercial insight, financial analysis, and strategic advice.
- Opportunity to work on complex and high-profile programs.
Posted 1d ago
$100k - $120k
Above avg
KEY POINTS WE FOUND
- Manage resident property settlements end-to-end, including contracts, deposits, notices, entitlements and funds transfers.
- Coordinate residents, families, sales managers, external solicitors and legal teams to prepare lease documents and settlement statements.
- Maintain accurate CRM and database records, process commissions, and provide settlement reports to the Managing Director.
Posted 22d ago
~$150k - $250k(Estimated)
KEY POINTS WE FOUND
- Originate, structure, and execute bilateral and syndicated loan transactions.
- Develop and manage a portfolio of corporate clients, focusing on mid-to-large enterprises.
- Maintain strong relationships with clients and key stakeholders.
Posted 1d ago
$100k - $120k
Above avg
KEY POINTS WE FOUND
- Manage resident property settlements end-to-end, including contracts, deposits, notices, entitlements and funds transfers.
- Coordinate residents, families, sales managers, external solicitors and legal teams to prepare lease documents and settlement statements.
- Maintain accurate CRM and database records, process commissions, and provide settlement reports to the Managing Director.
Posted 10d ago
~$253k(Estimated)
KEY POINTS WE FOUND
- Analyse customer initiatives, offers and investment decisions to measure commercial value, ROI and performance.
- Develop business cases, measurement frameworks and value updates, translating customer and financial data into recommendations.
- Partner with Finance, Product, Marketing and Analytics teams, presenting insights to senior stakeholders.
Posted 8d ago
$80k - $170k
KEY POINTS WE FOUND
- Execute and price spot, forward, swap and options trades for clients and the house book, while managing currency exposure within approved limits.
- Monitor markets and advise clients on currency hedging and payment solutions, building long-term client relationships.
- Ensure accurate trade settlement, regulatory compliance and daily position, profit and loss, and exposure reporting.