We are seeking a highly organized and detail-oriented Commercial
Parabroker to join our team. In this role, you will provide crucial support to our Lending Managers, ensuring a smooth and efficient loan application process for our clients. This position involves a high degree of client interaction, meticulous document handling, and a solid understanding of commercial lending products, particularly for trusts, self-employed individuals, and generalcommercial businesses.

Key Responsibilities:
● Lending Manager Support: Assist Lending Managers throughout the loan process, allowing them to focus on client relationships and deal structuring.
● Document Gathering and Review: Collect, verify, and review all necessary
documentation required for loan applications (financial statements, tax returns,
business plans, etc.).
● Client Follow-Up: Proactively communicate with clients to request missing
documentation and provide clear instructions for timely submission.
● Loan Submission: Prepare and submit complete loan applications to lenders,
ensuring adherence to their requirements and deadlines.
● Servicing Calculations: Use servicing calculators and financial tools to assess
clients' borrowing capacity and loan suitability.
● Product Knowledge: Maintain a strong understanding of commercial lending
products, especially for trusts, self-employed individuals, and commercial
businesses.
● CRM Management: Keep accurate client information and loan progress updated in the company’s CRM system.
● Compliance: Ensure all activities adhere to regulatory requirements and compliance standards related to lending.
● Communication: Keep clients, lenders, and internal stakeholders updated on loan progress and resolve any issues that arise during the process.
● Problem Solving: Proactively identify and address any roadblocks that could delay the loan process.

Qualifications & Experience (Must Have):
● Proven experience in a similar role in the financial services industry, preferably within commercial lending.
● Strong understanding of commercial lending products, especially in relation to trusts,
self-employed individuals, and general businesses.
● Excellent organizational skills and attention to detail with the ability to handle
complex documents.
● Exceptional written and verbal communication skills.
● Ability to work both independently and collaboratively within a team.
● Experience using Zoho and AI tools.
● Strong analytical and problem-solving abilities.

Technology/Systems Experience Required:
● Zoho
● AI Tools