Dealer & Introducer Onboarding Officer
Core
Onboarding and servicing dealers and introducers by completing due diligence, generating retail and wholesale documentation, setting up entities in systems, and managing customer variations.
Role type
Dealer & Introducer Onboarding Officer
Builds
Dealer agreements, facility agreements, remuneration schedules, and security documents for lending arrangements
Domain
Auto finance / Banking & Finance
Required skills
Loan and security document preparation, AML/KYC compliance, Due diligence, Entity setup in systems, Data integrity management, Credit limit management, Legal document execution oversight, Physical and digital record management
Preferred skills
Auto finance industry experience, Complex customer group structure knowledge
Technologies
Lending platforms, Host systems, PPSR registration systems
Responsibilities
Review security structures for lending arrangements, Prepare dealer and facility agreements, Create and maintain customer records in internal systems, Ensure data integrity in lending platforms, Discharge security documents and PPSR registrations, Prepare instructions for external solicitors, Manage wholesale credit limits and temporary over limits, Assist users with onboarding queries and system access issues, Manage training and accreditation for users, Prepare AML/KYC forms and complete ID verification, Uphold SLAs with internal and external stakeholders