Senior Loan Portfolio Specialist

1 week ago


Melbourne, Victoria, Australia beBeeFinance Full time $90,000 - $120,000
Loan Portfolio Manager

About this role:

We are seeking an experienced Loan Portfolio Manager to join our team. As a key member of our organization, you will be responsible for the administration of loan portfolios on behalf of clients.

Responsibilities:

  • Administration of loan portfolios;
  • Reporting of loan positions to clients and stakeholders;
  • Maintenance of unit registries;
  • Calculation and issuance of capital calls and distributions notices;
  • Monitoring of client bank accounts and identification of transactions;

Requirements:

  • Bachelor degree or higher in accounting or finance or economics;
  • Experience in a financial services industry is preferred;
  • Knowledge of the funds industry, specifically alternative investment funds;
  • Good business sense and commercial acumen;
  • Strong technical capacity and ability to adapt to new technologies;
  • Strong financial and business analytical skills;
  • Possess team spirit and capacity to build strong client relationships;
  • Excellent communication skills in English;
  • Detailed oriented and able to manage multiple priorities;

What We Offer:

  • Support for professional accreditations;
  • Flexible work arrangements and generous holidays;
  • Continuous mentoring and career progression opportunities;
  • Active sports and social committees;
  • 24/7 support from our Employee Assistance Program;
  • The opportunity to invest in our growth and success;


  • Melbourne, Victoria, Australia beBeeLoan Full time $90,000 - $120,000

    About Loan Administration, we are looking for a skilled professional to administer loan portfolios on behalf of clients. This role involves processing interest, draw downs and repayments on loan facilities, reporting loan positions to clients, borrowers and lenders, maintaining unit registries, calculating capital calls and distributions notices, monitoring...


  • Melbourne, Victoria, Australia beBeeAdministration Full time $100,000 - $120,000

    About this roleWe are seeking a highly skilled Loan Administration Officer to join our team. In this dynamic and fast-paced environment, you will be responsible for administering loan portfolios on behalf of clients, including processing interest, drawdowns, and repayments on loan facilities.As a key member of our team, you will report loan positions to...


  • Melbourne, Victoria, Australia beBeeInvestment Full time $64,589 - $105,988

    Job Summary:We are seeking a professional to manage loan portfolios on behalf of clients. This role involves administration, reporting, and maintenance of loan positions.Administration of loan portfoliosReporting of loan positions to clients and stakeholdersMaintenance of unit registriesCalculation and issuance of capital calls and distributions...


  • Melbourne, Victoria, Australia beBeeFinancial Full time $80,000 - $120,000

    Job Overview:We are seeking a highly motivated individual to assume the role of Junior Transaction Manager within our organization. The successful candidate will be responsible for managing a portfolio of syndicated loans, including timely collection and analysis of financial statements, interpretation of deal terms, and ongoing servicing of existing...


  • Melbourne, Victoria, Australia beBeeAdministration Full time $90,000 - $120,000

    At a leading provider of integrated solutions for the alternative investment industry, we offer a unique opportunity to work with our team. We're different in what we do, how we work, and most importantly, in how we enable and develop our people.The role involves administering loan portfolios on behalf of clients, including interest, drawdowns, and...


  • Melbourne, Victoria, Australia beBeeMortgageBroker Full time $50,000 - $120,000

    Key Mortgage Broker RoleWe are seeking a skilled Mortgage Broker/Loan Writer to join our team.This is a key role where you will be working with clients to understand their financial goals and assess requirements. You will provide personalized mortgage strategy advice, assess borrowing capacity, and recommend lender options. Collaboration with investment...


  • Melbourne, Victoria, Australia beBeeLoan Full time $80,000 - $150,000

    Job Role:A Senior Loan Origination Specialist is required to join our team, responsible for originating, structuring, and executing corporate loans for clients across various industries.The successful candidate will work closely with clients, relationship management teams, analysts, credit, internal and external legal counsel, and other external banks and...


  • Melbourne, Victoria, Australia beBeePortfolio Full time $140,000 - $185,000

    Job DescriptionWe are seeking an experienced Senior Portfolio Manager to join our team. As a key member of our organization, you will be responsible for overseeing the loans portfolio and ensuring alignment with our strategic goals and customer needs.Key responsibilities include monitoring, analysing and reporting on portfolio performance, identifying...


  • Melbourne, Victoria, Australia beBeeProfessional Full time $90,000 - $120,000

    Key ResponsibilitiesWe are seeking a professional to administer loan portfolios on behalf of clients, including processing interest, drawdowns, and repayments on loan facilities.Responsibilities include reporting loan positions to clients, borrowers, and lenders, maintaining unit registries, calculating capital calls and distributions notices, monitoring...


  • Melbourne, Victoria, Australia beBeeCustomer Full time $60,000 - $95,000

    About Home Loan Expertise:We are seeking a passionate and dedicated individual to join our team as a Home Loan Specialist.This role directly supports our purpose by providing exceptional home loan expertise to our members - both in the writing of new home loans and retaining existing home loan members.Key Responsibilities:Deliver outstanding member...