Financial Services Coordinator

3 days ago

Wollongong, New South Wales, Australia beBeeCustomer Full time $93,151 - $126,751

IMB Bank is seeking a customer-focused professional to assist members in achieving their financial goals. This role involves providing advice and assistance to loan customers and staff, calculating and processing interest reconstructions, and attending to settlements.

The Role
  • Provide advice and assistance to loan customers and staff regarding loan payout figures, break out costs, loan statements, loan terms, lump sum payments, and other mortgage-related inquiries.
  • Calculate and process interest reconstructions to mortgage accounts.
  • Action requests to discharge securities.
  • Attend to settlements, liaising with solicitors and mortgagees.
  • Arrange for production of documents for registration.
  • Daily loan funding.
  • Maintenance of various reports.
Key Skills
  • Administration skills with a strong eye for detail.
  • A positive attitude and genuine enjoyment in helping others and working together to achieve common objectives.
  • The ability to identify issues/roadblocks and work through to effective solutions.
  • The desire to learn and a mindset for continuous improvement.
  • A high level of computer/digital literacy, particularly MS Office.
  • Effective communication skills both verbally and written, especially when dealing with third parties/legal representatives.
  • The ability to organise and prioritise work to meet deadlines within a structured environment.
About the Opportunity

This role offers the chance to work in a leading member-owned bank, providing simple, competitive, and authentic banking services to members and communities.

  • Financial Services Coordinator

    2 weeks ago

    Wollongong, New South Wales, Australia beBeeAccounting Full time $36,000 - $42,000

    Job Title: Financial Services CoordinatorWe are seeking an experienced Financial Services Coordinator to manage accounts payable and receivable.Key Responsibilities:Process financial transactions with accuracy and timelinessUtilize XERO accounting software to efficiently manage recordsProvide exceptional customer service via telephone to resolve...

  • Financial Services Expert

    2 weeks ago

    Wollongong, New South Wales, Australia beBeeFinance Full time $120,000 - $140,000

    Job Title:Financial Services Specialist">This is a pivotal role in our organization, requiring an individual to oversee financing options and collaborate with financial institutions to secure favorable terms for customers.">Key Responsibilities:">">Prepare and manage budgets for the financing and aftermarket departments.">Conduct financial forecasting to...

  • Financial Services Liaison

    2 weeks ago

    Wollongong, New South Wales, Australia beBeeClient Full time $85,600 - $124,001

    Key Client Solutions Specialist RoleJob OverviewThis role is key in delivering outstanding service to clients and financial advisers via phone, email, and web chat.Handle inbound calls and emails from clients and financial advisers.Provide accurate information and support across superannuation, insurance, investments, and pensions.Address enquiries and...

  • Financial Services Professional

    2 weeks ago

    Wollongong, New South Wales, Australia beBeeFinancial Full time $104,000 - $130,878

    Job Description:">As a skilled professional, you will play a key role in supporting the growth of businesses across Australia. Your primary responsibility will be to provide expert financial modelling and analysis to help drive sustainable business growth for our clients.You will work closely with our team to prepare credit submissions, manage data quality,...

  • Financial Analyst

    2 weeks ago

    Wollongong, New South Wales, Australia beBeeBusiness Full time $104,000 - $130,878

    Drive Business Growth with Financial Modelling and AnalysisYou will play a key role in the financial success of our clients, working closely with them to understand their business goals and provide expert advice on how to achieve them. Your analytical skills will help us to identify opportunities for growth and develop strategies to realise them.">Job...

  • Financial Service Professional

    5 days ago

    Wollongong, New South Wales, Australia beBeeCustomerSupport Full time $60,000 - $82,000

    Key Customer Support RoleWe are seeking an ambitious and customer-focused professional to fill this Key Customer Support Role. As a vital member of our team, you will deliver exceptional service and support to our customers in relation to their financial needs.About the Job DescriptionProvide outstanding customer support through face-to-face, phone, and...

  • Financial Services Professional

    1 week ago

    Wollongong, New South Wales, Australia beBeeCustomerFocused Full time $90,000 - $120,000

    About UsAt ANZ, we shape a world where people and communities thrive. Our goal is to improve the financial wellbeing and sustainability of our customers.About the RoleThis role is crucial in providing seamless banking experiences for customers. You will meet each customer's end-to-end financial needs and goals across transaction activities, needs-based...

  • Financial Service Specialist

    1 week ago

    Wollongong, New South Wales, Australia beBeeCustomer Full time $50,000 - $80,000

    About This Role:We are seeking a dynamic and motivated professional to provide quality customer service.Key Responsibilities:Help customers achieve their financial goalsIdentify customer needs and offer solutions with our products and servicesAchieve personal and team daily and monthly targetsAbout Us:We've been helping people in NSW and South East QLD with...

  • Financial Services Specialist

    1 week ago

    Wollongong, New South Wales, Australia beBeeServices Full time $96,000 - $107,231

    Job DescriptionWe are seeking a skilled Financial Services Specialist to join our team. As a key member of our operations, you will play a vital role in delivering exceptional customer service and ensuring the smooth processing of benefit payments for Superannuation clients.The ideal candidate will have a strong understanding of legislative limits and...

  • Business Financial Analyst

    3 days ago

    Wollongong, New South Wales, Australia beBeeModelling Full time $104,000 - $130,878

    We are seeking an experienced professional to join our team as a Financial Modeller.This role will be responsible for delivering high-quality financial modelling and analysis services to our clients. Key responsibilities include:Financial modelling and analysis relating to Business and/or Commercial Banking clientsPrepare credit submissions for new...