Lending Specialist Deceased Estates

2 weeks ago

Brisbane, Australia Bank of Queensland Full time

**About the Role**
We have multiple 12 month opportunies for Lending Specialists in the BOQ Group Deceased Estates Unit. You will be accountable for facilitating and executing a solution for historical accounts relating to deceased estates across all brands.

You will work within a framework to identify the most appropriate course of action for resolution for all lending accounts deemed high risk by either implementing proposed solutions tool kit or where possible current embedded procedures to close, refinance or restructure lending. The role involves direct customer contact often in difficult times, it requires a strong balance of customer service and ability to effectively negotiate whilst showing a high degree of empathy and professionalism.

This role includes engaging with various stakeholders and teams across the BOQ Group.

**Key Accountabilities will include**:

- Investigate origination of lending to determine responsible lending guidelines were met at the time (where applicable)
- Raise separate incidents where potential breaches are identified under NCCP or BCOP. Engage with Compliance to ensure incident is reviewed and assessed
- Review lending file and discuss with Executor/Next of Kin plan to refinance/restructure/close Loan in accordance with current processes/procedures where possible or implement plan in accordance with proposed treatment plan guidelines inclusive of
- Obtaining validation documents to complete serviceability assessmentArrange consent from LMI provider to release deceased party and vary product (where applicable)
- Order and arrange documents via DXC Loans Centre and coordinate with domicile branch/ Business Banker for document sign up and returning of documents
- Providing instructions to Legal for preparation of an agreement documenting any new arrangement including a forbearance by way of Deed
- Raising specific provisions and processing vouchers for debt waivers
- Maintain a strong documentation process for audit purposes - All decisions, approvals, and documentation to be documented and filed in a shared drive for access

**About you**

You will need sound knowledge of regulatory requirements, specifically NCCP and Responsible Lending. For this reason, Banking experience is most preferred.

Given the nature of the work, the ability to have an empathetic needs-based conversation with the surviving borrower or estate representative (as relevant) will be key to the role.

**About Us**
BOQ is one of Australia’s leading regional banks and provides a genuine alternative for Australian financial services customers and employees. Our purpose is to create prosperity for our customers, shareholders and people through empathy, integrity and by making a difference. Our ambition is to be known as the bold challenger bank; with multi-brands that are digitally enabled with a personal touch.

BOQ is passionate about providing opportunities for you to develop your career as we continuously adapt and deliver in a transformational and collaborative environment with a strong focus on community.

BOQ’s Inclusion vision is to foster a workspace that values and leverages difference and creates new possibilities, a place where our people feel confident to bring their best selves to work every day. We embrace difference and believe that our workforce should reflect the customers and communities that we serve.

In 2021 BOQ Group was awarded a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality citation.

**Our Benefits**
- Flexible working arrangements
- Discounted financial products
- Salary sacrificing options
- Paid parental leave with no minimum
- Paid volunteer days
- Purchase annual leave
- BUPA Corporate Plan
- Employee Assistance Program (EAP)
- A ‘zero tolerance’ to Domestic and Family Violence (DFV) with active support for employees experiencing DFV
- Accessible work support through various practices, systems, office adjustments
- Gym, shopping, technology and travel offers
- 5 employee diversity network groups focusing on; First Nations Reconciliation Council, Proudly ME (LGBTIQA+), Multicultural, Gender and Early Career.
- BOQ Group is a member of Pride in Diversity and a participating organisation in the Australian Workplace Equality Index.

**How to Apply**

The Bank of Queensland is committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply.

If you are successful for a role with the Bank of Queensland, it is a condition of employment that background screening is completed to ensure that the Bank complies with its obligations under the Anti-Money Laundering and Counter Terrorism Financing Act. These checks may include, but are not limited to: identity, verification, reference checks, criminal background checks, immigration checks, verification of academic qualifications, bankruptcy checks.

Job Reference: BOQ01601

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