Associate Director, Transaction Execution and Solutions

The Associate Director, Transaction Execution & Solutions, is responsible for assisting the Business Development team progress opportunities to support growth in the business and deliver seamless execution experience to our customers.

This will involve working with the Business Development team to progress opportunities for existing customers and prospects. You will be involved in providing structuring advice, preparing discussion papers and lead engagement with our Risk team. 

The role will require close collaboration with other key stakeholders across EFA including Portfolio Relationship Management & Lending Operations, Credit and Legal in management of the execution process.

Your new role

Location: Sydney
Role Type: Full-time, Permanent

Position description 

• Collaborate with the Business Development team and Portfolio Relationship Management to progress opportunities for existing and new customers. This will include opportunity identification, information gathering, discussion paper preparation, E&S engagement, pricing and liaison with Portfolio Relationship Management, Risk and Legal.

• Share market trends and identify risks and opportunities for customers in ways that help support their business and collaborate with State Directors and Associate Directors to ensure effective delivery of these insights.

• Contribute to ways of working and process improvement between Transaction Execution and Solutions, Legal and Portfolio Relationship Management and Lending Operations.  

• Support State Directors and Associate Directors to actively manage customer relationships and engage with those customers about their business to build trust, business understanding and a positive customer experience.

• Collaborate with State Directors and Associate Directors to prepare all discussion papers and lead engagement with Portfolio Risk Management, Credit and Legal with support from the State Directors and Associate Directors where required.

• Work with Portfolio Relationship and Lending Operations to execute deals and deliver documentation relating to all stages of the client life cycle, delegating activity to those teams and providing guidance and oversight on delivery.  

• Working collaboratively with the State Directors and Associate Directors to manage customer conversations and interactions through the execution phase and ongoing management.  

• Lead key points in the customer lifecycle particularly in respect of transaction execution and annual reviews in conjunction with the State Director and Associate Director and Portfolio Relationship Management as appropriate, with guidance and coaching from senior Relationship Managers where needed.

• Engage in risk management activities on an ongoing basis, including due diligence checks to identify early warning signals of risk.

• Contribute to state-based events as needed alongside State Directors and Associate Directors.  

About you

• You will have good experience of managing customer relationships and selling solutions that meet customer needs in the SME or Mid Market banking sector.
• Candidates must have a good understanding of, and be experienced in, credit analysis skills and transactions in SME or Mid Market banking.
• Demonstrate proficiency and experience in understanding of the operational activity required to effectively service SME customers through the deal lifecycle. Ability to adapt operational processes and strive for continuous improvement.
• The successful candidate will be highly customer centric – you will have strong customer relationships and be adept at delivering customer-centric solutions, be curious about a customer’s business and needs and put the customer first.
• Candidates must have excellent risk mindset and be able to ask the right questions in order to help analyse issues, weigh up opportunities and risks to generate solutions.
• Excellent communication and influencing skills and experience are a must as well as having the ability to internally and externally navigate complexity, negotiate and influence whilst maintaining strong relationships.  
• Candidates will ideally be degree qualified in a relevant subject. 

Even if you haven’t ticked every box but this role resonates with you, don't rule yourself out just yet, we'd love to hear from you!

Our benefits and culture

We are small enough to have an impact, BIG enough to make a world of difference and it starts with our people.

We support flexible working and pride ourselves in fostering a culturally diverse, honest, collaborative and supportive team environment. We are proud to be certified as a Great Place to Work for the fourth year (including 2024, 2023, 2022 and 2020), recognised on the 2023 AFR BOSS Best Places to Work list, as one of Australia’s Best Workplaces for Women 2022 and 2025, and the Australian HR Awards 2021 Employer of Choice (NFP & Public Sector).

In line with our commitment to our people, we have a comprehensive array of benefits available to our employees:

• Generous leave provisions (e.g. Annual Wellbeing day) and leave purchase opportunities
• 18 weeks of paid parental leave for primary caregivers
• Thorough induction onboarding program
• Health and Wellbeing initiatives
• Gender affirmation leave
• Income Protection Insurance
• Community volunteering and donation matching programs
• and many more!

Our headquarters is based in Sydney CBD, and we have a national presence across Melbourne, Canberra, Brisbane, Perth and Adelaide.

Eligibility

Australian Citizenship - To be eligible to apply for this position, applicants must hold Australian Citizenship at the time of application.

Security Clearance - To be eligible to apply for this position, applicants must be able to obtain and maintain a Baseline security clearance.

How to apply

Applications close: Monday 21 July 2025.  

Interviews will occur in parallel, so please apply ASAP.
Enquiries: Careers@exportfinance.gov.au      
  
To apply, please email your CV to Careers@exportfinance.gov.au      

By choosing to apply, you agree to the recruitment privacy policy.

We invite and welcome applications from Aboriginal and Torres Strait Islander people, people from diverse cultural backgrounds, people with disability and members of the LGBTQIA+ community. 

If you are a candidate with a disability, let us know how we can provide you with additional support.

About us

Export Finance Australia is Australia’s export credit agency.  

We provide finance to support Australian export trade and overseas infrastructure development across the Pacific and Indo-Pacific. Through our loans, bonds and guarantees, we support businesses – from small and medium-sized enterprises (SMEs) to large corporates – foreign governments and infrastructure projects, to take on the world. 

Working with banks, other government agencies and our partners, together we are helping drive international success for Australian businesses.

The reason our people join us, stay with us and grow with us is because they wholeheartedly believe in our purpose. They can see the impact we create for our customers.

For more information about us, please refer to our website here. 

Applications from recruitment agencies will not be considered on this occasion.