JOB DETAILS
Requirements
- 3+ years’ experience in business development or sales, ideally within commercial finance or banking
- Strong understanding of credit assessment and lending principles
- Demonstrated ability to analyse and interpret financial statements
- Proven experience building and maintaining long-term broker relationships
- Strong credit capability, including experience with complex transactions
- Strong written and verbal communication skills
- Effective stakeholder management and relationship-building capability
- Sound commercial judgment and sales acumen
- Proficiency in Microsoft Office and CRM systems
Responsibilities
- Build, develop, and maintain strong, long-term relationships with designated commercial broking firms
- Act as the primary point of contact for brokers, ensuring a high standard of service and ongoing engagement
- Proactively engage with brokers to understand their portfolios, pipeline, and growth opportunities
- Identify and drive new business opportunities within your broker network
- Support brokers with application guidance, deal structuring, and transaction progression
- Assess client needs and recommend appropriate cashflow and asset finance solutions
- Review transaction scenarios to ensure alignment with Shift’s credit appetite
- Prepare credit memorandums for complex transactions and lodge credit assessments for transactions above $1m
- Conduct financial analysis and risk assessments to support credit decisioning
- Work with marketing and internal stakeholders to target priority sectors and opportunities
- Attend industry events and networking activities as required
- Achieve individual targets and contribute to overall business performance
- Maintain accurate records and reporting through CRM systems, including pipeline, activity, and performance reporting
- Stay informed on market trends, competitor activity, and developments impacting commercial brokers
Desired Qualifications
- Previous experience within a major bank or financial institution
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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