Trade Applications Officer

CapricornPerth, WA
11d

About The Position

As a Trade Applications Officer, you’ll play a key role in onboarding new Members to Capricorn. This position places a strong focus on credit risk assessment, where your analytical skills and sound judgement will directly contribute to the quality and integrity of our Member onboarding process. Every day brings something different — from reviewing applications, analysing financial information, supporting changes to existing Member accounts, to ensuring every application we process meets Capricorn’s quality, compliance, and risk standards. You’ll work closely with internal teams and our Field network to deliver an exceptional Member experience while maintaining strong credit governance across all new applications, member updates and change in legal entity processing.

Requirements

  • Strong stakeholder management skills — you’re confident building relationships and working collaboratively with a range of internal and external contacts.
  • Excellent written and verbal communication — clear, concise, and professional.
  • Proven ability to deliver high quality, accurate work in a service focused role.
  • A curious mindset, attention to detail, and the ability to balance accuracy with efficiency.

Nice To Haves

  • Experience in a credit risk, lending or financial services role desirable.

Responsibilities

  • Process and assess all new trade applications, Member updates, change of legal entity requests and account terminations in line with KYC, Internal Policies and Service Level Agreements.
  • Use internal decision‑flow tools to review credit reports and support the approval process.
  • Perform searches on relevant regulatory and government platforms, including property reporting for prospective Members.
  • Review financial statements, assess external insurance information, and prepare detailed business cases that include recommendations for approval.
  • Provide exceptional customer service to all internal and external stakeholders.
  • Work collaboratively with Area Managers, Credit, Assurance and Compliance Teams to ensure all applications are accurate, consistent, and compliant.
  • Support the wider team with administrative and clerical tasks as required.

Benefits

  • A supportive, friendly, and knowledgeable team.
  • Opportunities to build your credit assessment and compliance skills.
  • A role where your work genuinely contributes to Member success.
  • A collaborative culture that values continuous improvement.
  • Work flexibility – We’re all unique, and so are the ways in which we work. Whether it’s flexible hours or WFH arrangements, we’ll work with you to find the best way for us to work together.
  • Development Opportunities – your success is ours too. We provide opportunities training and development that give you the tools you need to grow.
  • Paid parental leave – during life’s most important times, we support both parents’ leave and their transition back to work.
  • Get social – our social calendar is full up with a range of different virtual and face-to-face events to keep us connected.
  • A place you want to be – from the sweeping city views, coffee on tap and the general buzz of our team, Capricorn is a place you want to be.
  • A cherry on top – we’ve got a heap of benefits that our team actually use, including a fantastic reward and recognition program, wellness program, additional leave purchase and so much more!
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service