Dealer & Introducer Onboarding Officer

Posted:
1/7/2025, 1:51:14 PM

Location(s):
Melbourne, Victoria, Australia ⋅ Queensland, Australia ⋅ Sydney, New South Wales, Australia ⋅ Victoria, Australia ⋅ New South Wales, Australia

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Legal & Compliance

This role plays a key role in the onboarding and servicing of our customers by completing due diligence, generating retail and wholesale documentation (e.g. dealer agreements, bailment facility offers, security documents and remuneration schedules), creating entities and users in systems, accrediting users and managing customer variation/changes.

 

Responsibilities;

  • Reviewing security structures to ensure appropriate considerations and guarantees have been secured for the proposed lending arrangement.

  • Preparing documentation such as dealer agreements, facility agreements, remuneration schedules and security documents.

  • Creating and maintaining records for customers in internal systems.

  • Ensuring data integrity in all lending platforms, host and related systems as well as post-approval compliance process.

  • Discharging security documents and PPSR registrations as and when required.

  • Ensuring that legal documents have been correctly executed by external parties.

  • Maintaining physical and digital document records.

  • Preparing instructions for external solicitors and internal legal stakeholders.

  • Managing wholesale credit limits including the implementation of temporary over limits.

  • Assisting users with onboarding queries such as issues relating to system access.

  • Managing training/course completion for user accreditation program.

  • Preparing AML/KYC forms for new customers and completing routine due diligence including ID verification.

  • Upholding agreed SLAs for internal/external stakeholders and liaising with them accordingly.

 

Accountabilities;

  • Performing due diligence;

  • Reviewing proposed lending & security documents;

  • Preparing lending & security documents;

  • Instructing external solicitors;

  • Liaising with customer relationship managers;

  • Understanding and delivering on document needs & deadlines;

  • Establishing and updating customer information in key systems; and

  • Contributing to building and strengthening the risk culture throughout our organisation.

 

 

Qualifications;

  • Bachelors degree or equivalent practical experience

 

Experience;

  • Previous experience in a related field

  • Understanding of AML/KYC obligations and requirements

  • Experience in preparing lending and security documents involving complex customer group structures

  • Customer service experience in the banking and finance sector desired

  • Experience in auto finance industry would be highly desired

 

Skills

  • High attention to detail

  • Excellent stakeholder management, communication and writing skills

  • Positive attitude and willingness to complete tasks in a ‘hands on manner’

  • Ability to collaborate with others and engage at all hierarchy levels of an organisation

  • Ability to work autonomously

  • Capable of working under the demands of multiple priorities and meeting set deadlines


 

Our Principles

Do what’s right
We have good intent and we do the right thing

Bold and courageous
We challenge, evolve and innovate for sustained success

Own it and deliver
We’re accountable

Win together
We collaborate and encourage each other to thrive

Celebrate success
We appreciate and celebrate our achievements

How to apply

Select the 'Apply' button above to send your resume through to the Talent Acquisition team.

Angle Auto Finance is committed to attracting, retaining and strengthening the performance of a diverse, equitable and inclusive workforce. It is our commitment to ensure equal employment opportunities without discrimination or exclusion on the basis of cultural heritage, colour, religion, citizenship status, age, sex, sexual orientation, gender identity, or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information or any other basis protected by law.