Private Bank Analyst
About the job
As a Private Bank Credit Analyst at Commonwealth Private, you will play a vital role in supporting Private Bankers to deliver exceptional service to high-net-worth clients. Your expertise in financial analysis and Home Lending will help assess risks and opportunities, ensuring clients receive tailored solutions. The team thrives on collaboration and a commitment to excellence, making a real impact in the lives of clients.
You'll be responsible for
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Writing and managing Home Loan applications
Write, negotiate, and manage Home Loan applications for new and existing clients, ensuring exceptional service.✅
Completing quality Home Lending credit submissions
Ensure timely delivery of decisions, documentation, and funding to clients while maintaining accuracy of information.🌟
Delivering exceptional customer service
Provide outstanding client communication and engagement to support credit submission requests.Key criteria
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Home lending experience (2+ years)
Demonstrated experience in home lending roles or credit analysis.View
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Credit analysis training
Proven ability to support deal structuring through credit analysis.View
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Advanced MS Excel skills
Experience performing financial analysis and modelling in Excel.View
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