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We specialise in First home buyers/SMSF/Trust/Small Business/Commercial Lendind including Land & Construction loans, Low Docs and Complex Lendeing.
● Research, structure, lodge, and manage finance applications through to lodgement;● Evaluate clients’ financial position, borrowing capacity and servicing;● Lender and policy analysis and negotiations to meet client outcomes;● Read financial documents and consider appropriate structuring for the best outcome withregards to Client’s scenario;● Complex finance calculations, document/application preparation;● Interpret complex financial documents for self-employed clients and entity structure such asCompany/Trust/SMSF clients and determine loan structures to achieve client outcomes;● Finance application compilation – work in conjunction with clients and the loan administrationteam to complete living expenses analysis, supporting document collation, applicationpreparation and lodgement;● Liaise with clients throughout the loan application process;● Liaise with lenders and their business development managers throughout the applicationprocess where required.
Contact: Suman Ghosal: 0451 503 500