Financial Portfolio Specialist

5 days ago


Sydney, New South Wales, Australia beBeeLoan Full time $120,000 - $180,000
Job Opportunity

Balmain provides a range of financial services and builds long-term relationships with business partners to deliver high service levels to clients and lenders.

The Credit Operations Manager is a critical component in assisting the joint Heads of Credit with the monitoring, managing and compliance of loan portfolios.

Main Responsibilities
  • Manage performance reporting requirements for loan portfolios.
  • Conduct exposure analysis and reporting, including geographical, borrower group and industry exposures in line with policy.
  • Prepare reports for regular meetings with credit committee members and maintain accurate meeting records.
  • Conduct quality assurance activities by auditing portfolio information to ensure accuracy and consistency across the portfolio.
  • Lead process development and policy writing.
  • Communicate new processes and policies to credit staff and provide necessary training.
Key Skills
  • Minimum 5 years' experience in commercial lending or similar operational role.
  • Familiarity with commercial loan documentation.
  • Highly competent in Excel.
  • Excellent written and verbal communication skills.
Essential Requirements
  • Possess analytical skills with attention to detail.
  • Strong organizational and time management abilities.


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