Client Liaison

Description:

The Company
Our Client is a specialist in tailored financial solutions designed to empower medical professionals. They provide seamless, flexible, and client-focused lending experiences that help their customers achieve their goals. Their expertise in the financial sector, combined with a deep commitment to customer service, sets them apart as a trusted partner for professionals across various industries.
If you are a proactive, client-focused professional looking for your next challenge and thrive in a dynamic, fast-paced environment where building relationships is key then this is a role you will love.
Why You’ll Love This Role:

• Be a Key Player – Work alongside our Front Line Sales team, acting as the second point of contact for clients and stakeholders.
• Make an Impact – Play an essential role in the credit application process, from application to settlement, ensuring a smooth and efficient experience.
• Career Growth – Develop your skills in financial services, sales support, and relationship management.
• Collaborative Environment – Work with a supportive team that values innovation, problem-solving, and client-first thinking.

What You’ll Be Doing:

• Pipeline & Relationship Management – Build strong relationships with clients, suppliers, and third parties to identify future opportunities and ensure ongoing support.
• Credit Application Support – Assist in preparing credit papers, analyzing financials, and completing servicing spreadsheets.
• Transaction & Settlement Management – Coordinate all aspects of the approval, documentation, and settlement processes, ensuring all requirements are met.
• Sales Pipeline Coordination – Keep track of expected settlements, liaise with clients, and manage rollovers to drive business success.

What We’re Looking For:

• 3-5 years’ experience in a sales administration or loan processing role within financial services, banking, or a related field.
• Some knowledge of financial statements, loan conditions, AML/KYC regulations, and CRM systems.
• Exceptional communication and stakeholder engagement skills.
• A detail-oriented, solutions-driven professional who thrives under pressure and can manage multiple priorities effectively.

Why Join?
The Company believes in empowering their team with the tools, support, and opportunities to grow. They foster a culture of collaboration, innovation, and client-first thinking. If you’re ready to take your career to the next level in a fast-moving and rewarding environment, we’d love to hear from you!
Apply today via this advert or contact Briony Gibson on 0418 953 456 or at bgibson@fourquarters.com.au and be part of a company that values your expertise and ambition!