_{19th June, 2025}

About Perks
Perks is recognised as one of the largest, privately-owned mid-tier accounting and wealth advisory firms in Australia. The Perks Team works towards its vision of helping people and private businesses to grow and prosper.

Perks has experienced rapid growth since its establishment in 1981, now proudly counting over 250 Team Members within the firm. Perks prides itself on its strong cohesive culture and development of future leaders and continues to invest in the systems, skills and growth opportunities that support its people and the work they do.
  
About the Role
The Perks Banking & Finance Team provide finance advisory services to help our strong pipeline of existing Perks’ clients secure competitive rates and terms for business, home, and equipment loans. As the Credit Analyst or Senior Credit Analyst, you will join a collaborative team who provide expert advice tailored to each clients’ unique needs.

You will play a key role in building and maintaining long lasting relationships with our clients. You will work closely with the Relationship Managers (Mortgage Brokers), who can provide tools and training to develop your skillset towards Relationship Manager over time, if that aligns with your long-term goals.

Responsibilities

• Analysis of financial & credit data including reference checks, credit ratings, and application forms to develop financial strategies & recommendations
• Assess risks & opportunities for clients through financial modelling and analysis
• Prepare concise and logically sound credit applications for clients for  commercial, residential, and asset finance loans
• Manage the portfolio in collaboration with the Relationship Manager, including pipelines, client reviews, leads, and client interactions

Skills and Experience
Some of the skills and attributes that you would bring to the role include:

• Completion of Cert IV or Diploma of Finance & Mortgage Broking Management
• 3-5+ years of experience in the Finance Broking or Banking industry
• Working experience and understanding of commercial loans (highly desirable)
• Solid understanding of financials & tax returns for self-employed financial structures (desirable)
• Ability to grasp complex transactions & identify risks and benefits
• Positive, enthusiastic attitude including a high degree of self-motivation and proactive approach to work
• Interpersonal skills with the ability to build a network of connections & build rapport quickly

Culture and Benefits 
At Perks, we pride ourselves on our high-performance culture whilst maintaining a healthy work-life balance. If you’d like to work in an environment that fosters strong relationships, values teamwork and nurtures the capabilities and potential of our team members, you’ll feel right at home at Perks.
  
Some of the benefits include:

• An industry competitive salary package with annual review process
• Flexible working arrangements
• Training and development opportunities
• Wellbeing initiatives to support your physical, mental, and financial health, including flexible work arrangements, wellness programs and access to professional counselling
• Opportunities to contribute to the broader community (e.g., volunteering)
• Regular social & networking events 

Please click APPLY NOW and send us a resume and cover letter detailing your current experience and what motivates you to apply.
  
If you have any questions please contact Kirsty MacPhail, Talent Acquisition Specialist at recruitment@perks.com.au.
  

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