Financial Services Coordinator

4 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.

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