Financial Services Operations Specialist

1 day ago


Perth, Western Australia Capricorn Full time

Improve the lives of our Members by supporting them in building stronger businesses.

We are a Member-based financial services organisation which exists to provide products and services including trade credit, risk protection, equipment finance, trade events, travel services, fuel cards and more. Our Members' purchases exceeded $3 billion last financial year.

A great place to work

We are purpose-led and committed to empowering our community to thrive. Our community includes our employees, and we know what is important to them, because we asked. And here are our commitments to you:

Provide a diverse and inclusive workplace – because we know how important it is for everyone to be treated fairly and with respect.

Give you flexibility – it's important to recognise we are all unique and need to create work life balance.

Offer paid parental leave – that supports both parents' leave and their transition back to work.

Create a fun environment – our social calendar is full up with a range of different virtual and face-to-face events to keep us connected.

Work perks – that our employees actually use, such as a fantastic reward and recognition program, wellness program, additional leave purchase and so much more.

Job Purpose

This position is primarily responsible for the processing of credit limit reviews, ensuring appropriate credit risk assessments and other administrative processes occur. Monitor change of directors (following Anti Money Laundering legislation), property, loan collateral and trade credit insurance to ensure accurate and timely records.

This role requires the incumbent to remain flexible within a very busy and high-pressure environment. It is critical that requests are responded to in a timely manner and the incumbent must be able to handle competing demands on their time. Communication is central to the role, whereby the incumbent must be able to deal with people at all levels within the organisation and build rapport with external stakeholders.

Key Responsibilities

• Process credit limit reviews and conduct credit risk assessments

• Monitor change of directors, property, loan collateral and trade credit insurance

• Maintain accurate and timely records

Requirements

• Intermediate skill in the use of MS Office Software Suite

• Ability to meet business demands, deadlines, and timeframes specific to the role as they arise

• Sound understanding in credit risk assessment practices

• Experience

• Minimum 2 years' experience in a similar role or administrative role within a professional environment

• Qualifications

• Nil

Estimated Salary: $70,000 - $90,000 per annum


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