Loan Portfolio Administrator

1 week ago

Melbourne, Victoria, Australia beBeeProfessional Full time $90,000 - $120,000
Key Responsibilities

We are seeking a professional to administer loan portfolios on behalf of clients, including processing interest, drawdowns, and repayments on loan facilities.

Responsibilities include reporting loan positions to clients, borrowers, and lenders, maintaining unit registries, calculating capital calls and distributions notices, monitoring client bank accounts, and identifying transactions.

The successful candidate will also be responsible for onboarding new client mandates and solutions, including the adoption of new technologies, and working closely with the immediate team, both locally and remotely.

Client Relationships

The role requires building and maintaining strong relationships with clients and intermediaries, including auditors, tax advisors, custodians, and other parties.

Team Collaboration

The successful candidate will contribute to the ongoing growth and development of our Melbourne office as the business continues to grow in scale and complexity.

Qualifications and Skills
  • Bachelor degree or higher in accounting, finance, economics, or similar disciplines.
  • Experience in a financial services industry is preferable.
  • Knowledge of the Funds Industry, specifically alternative investment funds, or debt products would be viewed highly favourably.
  • Good business sense and commercial acumen.
  • Strong technical capacity and ability to adopt new technological platforms.
  • Strong financial and business analytical skills.
  • Ability to possess team spirit, build strong client relationships, and work proactively.
  • Excellent communication skills (written and spoken) in English.
  • Detail oriented and able to manage multiple priorities and stakeholders.
What We Offer

As a valued member of our team, you can expect a range of benefits, including support for professional accreditations, flexible arrangements, generous holidays, and continuous mentoring along your career progression.

Our Commitment to Diversity and Inclusion

We celebrate our differences and recognise that our success relies on diverse perspectives and experiences. We strive to create a workplace where all our people feel empowered to bring their whole selves to work.

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