Process Associate

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Location:

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The Process Associate will play a critical role in supporting the end-to-end processing of finance applications for Australian clients. This includes managing enquiry handling, document preparation, submission, approval, and post-settlement activities. The ideal candidate will possess a strong understanding of finance documentation, compliance procedures, credit assessment, and professional communication standards. 

Key Responsibilities

1. Organizational & Market Understanding

• Develop a thorough understanding of Auswide, FLI Group, and their operational frameworks. 
• Gain awareness of major Australian financial regulatory bodies:

  ASIC

  ,

  ATO

  ,

  APRA

  , and

  ACCC

  . 
• Stay informed about major Australian banks and lenders. 

2. Finance Application Process Stages

A. Enquiry Stage

• Understand different borrowing structures (e.g., Sole Trader, Company, Partnership, Trust). 
• Collect and organize client enquiry documents (ID proof, invoices, etc.). 
• Perform ABN lookups, analyse RP Data, and manage digital folders in

  Zoho

  . 

B. Preparation Stage

• Conduct company and individual credit checks using

  Equifax

  . 
• Identify all applicant parties and contribute to drafting submission notes. 
• Learn and adhere to lender policies; navigate various lender portals. 

C. Submission & Approval Stage

• Accurately enter application data into lender systems (e.g.,

  Flexicommercial

  ,

  Pepper

  , etc.). 
• Review private/dealer sale invoices and ensure they meet lender conditions. 
• Send and manage documents via

  Annexture

  or

  DocuSign

  . 

D. Post-Settlement Stage

• Manage compliance documentation and verify file completion. 
• Request additional documents such as amortization schedules and payout letters. 
• Update

  Zoho CRM

  notes and maintain daily status trackers.  

3. Communication & Administrative Tasks

• Label, tag, and organize email communication effectively. 
• Maintain clear and updated notes in

  Zoho CRM

  . 
• Provide regular updates on application status and generate internal reports. 
• Collaborate with team members and use internal knowledge bases for continuous learning.  

Tools & Platforms Used

• Zoho One

  (including Zoho CRM) 

• 3CX

  (for communication) 

• Equifax

  (credit reporting) 

• RP Data

  (property and business insights) 

• Lender Portals

  (e.g., Flexicommercial, Pepper) 

• Annature / DocuSign

  (digital signatures and document exchange) 

What We Offer

• Shift Allowances
• Morning Meals & Refreshments
• Performance-Based Incentives
• Skill-Based Career Progression
• 5-Day Work Week