Business Loan Processor and Operations Specialist

5 days ago


Sydney, New South Wales, Australia Talent Web Full time

Company Overview

Talent Web is a dynamic financial services company based in Sydney CBD. We are seeking an experienced Loans processor or Lending specialist to join our team.

Estimated Salary: $80,000 - $110,000 per annum

Job Description

We are looking for a highly skilled and motivated individual to work with us as a Business Loan Processor and Operations Specialist. As a key member of our team, you will be responsible for managing the loan operations process from credit applications to post-settlement follow-up.

Main Responsibilities

  • Credit Applications: Collaborate with sales to prepare and review credit papers, ensuring all necessary documentation is complete.
  • Servicing Clients: Manage servicing needs for credit applications, sourcing financial statements and verifying client data.
  • Ongoing Deal Management: Oversee approved transactions, coordinate with stakeholders, and handle all documentation to ensure a smooth settlement process.
  • Post-Settlement Follow-up: Ensure all conditions are met post-settlement, liaising with stakeholders as needed.
  • Pipeline Management: Track expected settlements, liaise with clients, and manage rollovers to maintain efficient workflows.

Required Skills and Qualifications

  • Prior loan processing/lending experience
  • Excellent customer service experience
  • Familiarity with financial statements, AML/KYC requirements, and CRM systems.
  • Experience working with different business lending products (asset, property, goodwill, escrows and overdrafts highly desirable)

Benefits

  • Hybrid work arrangement: 3 days in office, 2 days from home
  • Inclusive and collaborative company culture
  • Internal progression opportunities


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