Financial Operations Professional

2 days ago

Sydney, New South Wales, Australia beBeeOperations Full time $55,000 - $80,000
Financial Operations Specialist Role Overview

This is a key position in the establishment and ongoing function of a high-performing team at our organization.

We are looking for a proactive learner, and team player with the ability to establish positive working relationships across the business.

Key Responsibilities:
  • Attend to documentation and settlement of secured asset finance and commercial lending including fit-out loans.
  • Instruct and liaise with solicitors on loan documentation and settlement of commercial property and goodwill loans.
  • Quality control of any documents prepared in-house before releasing to our clients.
  • Ensure all settlement conditions and requirements, including for AML/KYC, are met prior to settling loans and disbursing funds in an accurate and timely manner.
  • Register security on the Personal Property Securities Register (PPSR) as required.
  • Perform ongoing loan servicing duties including processing of loan drawdowns, collection of loan repayments, generating statements, discharges and variations.
  • Successfully interact with frontline lending staff to ensure a high level of client service and compliance.
  • User acceptance testing of new product builds, fixes and enhancements on our state-of-the-art digital lending platform.
  • Engage in project work connected to operations with scope to expand the role into areas of interest.
  • Contribute to the ongoing design and build of an operations capability to support the launch and growth of our lending products and channels.

To be successful you will have:

  • A relevant degree or equivalent qualification.
  • Relevant work experience within a bank, fintech or other financial services company.
  • Great team player, with a positive, can-do attitude.
  • Excellent attention to detail.
  • Ability to multitask and work under pressure.
  • Strong problem solving and time management skills.
  • Proactive and client centric.
  • Strong communication skills.

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