Process Associate Finance

Job Title:

Department:

Reports To:

Location:

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Role Summary:

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.

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) Ideal Candidate Profile

• Basic understanding of finance, credit processes, or Australian financial regulations.

• Proficient in digital tools and CRM systems, especially Zoho.

• Strong organizational and communication skills.

• Ability to work in a fast-paced, team-oriented environment with attention to detail.

Job Type:

Pay:

per month Benefits

• Food provided

• Health insurance

Schedule

• Monday to Friday

• Morning shift

• Weekend availability

Supplemental Pay:

• Performance bonus

• Yearly bonus

Ability to commute/relocate:

Location:

Work Location: