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Associate Equipment Finance

NAB - National Australia Bank - Melbourne, VIC

Banking & Finance
Source: uWorkin


Full Job Description
Work type: Permanent Full time
Location: Aust - VIC Metro

Utilise your skills to support Equipment Finance Customers
Grow your career within a high performing team
Remote working, 2 days in the office when open

About the Role:
As an Associate within the Equipment Finance Hub you will be responsible for actioning Equipment Finance referrals received from our referral partners. This is a phone-based role that is required to manage the end to end sales process which includes customer contact to understand EF needs, making recommendations that meet needs, preparing credit applications following EF policy and submitting for approval to the approval authority.

Actioning referrals within Service Level Agreements (response times)
Answer Inbound calls from customers or bankers and assist them with their enquiry
Build and grow trusted relationships with customers, Bankers and business partners through rich and consistent communication and managing expectations to support strong advocacy results
Analysis of financials & debt servicing
Prepares lending submissions and makes credit recommendations within risk appetite
Manages a Sales Funnel

Skills and Experience Required:
eBL, Siebel and LOIS knowledge preferable
Experience using Salesforce preferable
Communication Skills
Time management skills

To be eligible to apply, you must have Australian or New Zealand citizenship or permanent residency status.