About us
Trilogy Funds is one of Australia’s leading fund managers and financiers of property-based investments. When it comes to property-based investing, we take things personally.
We’ve been building wealth together with Australian investors, advisers, developers and brokers for 25 years. As we’ve grown, we’ve stayed faithful to the principles that have seen us build long-lasting relationships.
Our purpose is to deliver better. Better outcomes for investors, better opportunities to build wealth and better experiences accessing and investing capital. If you’re passionate about finance, property or investing then we are the company you need to join.
About your new Role
As Assistant Portfolio Manager your role will be to assist with the preparation and management of commercial property lending opportunities from loan enquiry and submission through settlement, drawdowns, and final repayment:
· Prepare Indicative Letter of Offers
· Prepare loan submissions for new loans
· Working with internal stakeholders ensuring smooth and punctual settlement of loans
· Maintain and update Adaptive Cash flows for each loan.
· Prepare Extension / Variation memos for loans to be reviewed by Senior Portfolio Managers.
· Liaising with external lawyers and Lending Operations in relation to settlement of new loans.
· Forecasting and data management.
About you
Join a dynamic team of like-minded professionals who are passionate about finance, property, and investing. You'll find yourself in an environment that values proactiveness and teamwork. Key skills and experience we are looking for:
· Experience in a commercial lending associate position
· Strong Excel and analytical skills.
· Strong customer service focus & Exceptional communication skills
· Desire to provide high level of support while keen to learn and develop your skills.
· Commercial property development experience desirable
· A proactive approach and team first mentality
Why choose us?
Besides being a great place to work, here are a few more reasons why you should join our amazing team:
· Flexible start times
· Working from home
· A proactive approach and team first mentality
· Professional development
· Birthday leave
· Additional annual leave
· Subsidized gym membership
· Employee assistance program
· Social club
· Complimentary breakfast
· Incentive Programs
We are thrilled to be growing our diverse team. Don’t delay your application as we would like to hear more about you. Apply now!