Financial Services Specialist

4 weeks ago


Bendigo, Victoria, Australia Bank Australia Full time

Role Overview

Bank Australia is seeking a highly skilled and experienced Financial Services Specialist to join its Lending Operations team in Bendigo. As a key member of the team, you will be responsible for ensuring the highest possible level of quality, service, and assistance to customers and staff.

Key Responsibilities

  • Loan processing, variations, exception reports, and other lending administration
  • Prepare and action mortgage discharges, loan closures, and associated functions
  • Certification/bookings, settlements, and loan funding
  • Loan contracting & funding
  • Ensure tasks are completed within established and agreed timeframes
  • Provide outstanding internal customer service
  • Participate in relevant training as required
  • Contributing to the continuous improvement of Lending Operations services, new systems, processes, and procedures

Requirements

  • Commitment to outstanding customer service
  • Problem-solving skills, accuracy, and strong attention to detail
  • Administration experience and ability to prioritize and multi-task
  • Excellent communication and interpersonal skills, written and verbal
  • Professional presentation and a positive, can-do attitude
  • An interest in learning and advancing skills
  • Ability to work independently and as part of a team
  • Computer proficiency in Word & Excel

About Bank Australia

Bank Australia is a customer-owned bank that empowers its staff and customers to be part of the clean money movement. We are committed to creating a fairer and more just world through our business practices. Join us in this mission and contribute to making a positive impact on people and the planet.



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