Trust Analyst

4 weeks ago

Sydney, New South Wales, Australia Bluestone Home Loans Full time
About Us

At Bluestone Home Loans, we're changing the face of Australian lending. With 25 years of experience, we've become a trusted leader in providing flexible, innovative, and straightforward solutions that break the mould of traditional lending.

Our Mission

We believe everyone deserves the chance to build their future, and our mission is to support more Australians achieve their dream of homeownership.

About the Role

This role will support the Trust Management Team in key functions including ensuring accurate and timely trust reporting for a designated portfolio of trusts, ensuring the integrity of Trust Management activities in order to contribute to the overall success of Treasury's funding goals, and contributing to the enhancement of process efficiency, templates and controls.

Key Responsibilities:
  • Complete accurate and timely trust management activities, including: trust waterfall calculation and reporting, noteholder payments, investor reporting, and ongoing trust monitoring.
  • Prepare and assist in reviewing trust reporting, including but not limited to trust distributions Investor reports, and day-to-day trust operations.
  • Perform Trust asset and liability reconciliation and bank account reconciliation and ensuring timely resolution of reconciliation differences.
  • Coordinate and support queries from external stakeholders, including: investors, trustees, and rating agencies.
  • Work collaboratively with the Trust Reporting Manager to deliver key objectives and priorities.
  • Provide relevant trust reporting data to internal stakeholders, including Treasury & Finance
  • Assist in the implementation of reporting following the execution of new funding and securitisation transactions.
  • Assist with the documentation of processes and policies.
  • Support and implement uplift and updates of relevant templates.
  • Continuous drive for process improvement that enhances trust management activities.
  • Models exemplary behaviour, which underpins Bluestone's values.
Your Experience:
  • Relevant tertiary education (Business/Finance, or equivalent).
  • 1-2 years experiences in banking / financial services sector.
  • Financial reporting background and Securitisation/trust management experience are preferred and treasury operations background will be looked upon favourably.
  • Advanced Microsoft Excel skills and ability to handle large data sets and streamline processes (Macros, and data management skills are highly regarded).
  • Analytical and commercial acumen.
About You:
  • Ability to manage time effectively and adhere to strict reporting deadlines.
  • Excellent attention to detail with a high level of accuracy.
  • Strong desire to learn with an inquisitive mindset.
  • Ability to work independently as well as collaboratively as part of a high-performance team.
  • Effective communication skills, both verbal and written.
  • Commitment to deliver exceptional service to both internal and external customers.
  • Strong interpersonal and stakeholder management skills.

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