Finance and Loan Officer

11 hours ago

Bendigo Goldfields Macedon Ranges Victoria, Australia ESE Consulting Full time $60,000 - $80,000 per year

Our client is a proudly locally owned and operated finance company, committed to delivering tailored lending solutions to both personal and commercial clients. Their comprehensive services cover a wide range of assets, including motor vehicles, boats, caravans, trucks, machinery, and more.

The role:

Our client is currently seeking a motivated individual—ideally with experience in lending and administration—to join their team. This is a fantastic opportunity to contribute to business growth while gaining hands-on experience across all areas of the finance industry.

Responsibilities:

Client Service & Data Management

  • Act as the first point of contact for clients, brokers, and dealerships (in person, phone, email).
  • Provide professional support and respond to loan enquiries promptly.
  • Collaborate with finance and sales teams to help grow business opportunities.
  • Maintain accurate and up-to-date client records across internal systems.

Loan Application & Processing

  • Assist clients with loan applications, ensuring suitability and accuracy.
  • Conduct credit checks and assess financial histories for responsible lending.
  • Submit, track, and follow up on loan applications for efficient processing.
  • Prepare loan documentation and ensure compliance with all regulations.

Administration & Accounting Support

  • Manage customer account enquiries, payments, balances, and statements.
  • Handle accounts payable/receivable and reconcile bank transactions.
  • Follow up on dishonored payments and conduct debt collection when required.
  • Provide backup support across administration and compliance tasks as needed.

What You'll Bring

  • Exceptional communication skills, with strong organisational and multitasking abilities.
  • Proven ability to work independently, exercise sound judgment, and take initiative.
  • High level of accuracy, attention to detail, and time management in a fast-paced environment.
  • Proficient in data entry, with strong computer literacy across relevant systems and software.
  • A long-term mindset and commitment to becoming a valued member of the team.
  • Solid understanding of financial products, lending procedures, and industry regulations.
  • Minimum of 2 years' experience in finance broking or loan processing.
  • Certificate IV in Finance & Mortgage Broking (highly regarded, or willingness to obtain).
  • Current Police Check (or ability to obtain one).

This isn't your typical paperwork grind. This is your chance to master lending and finance, own your projects, and level up your skills in a fast-paced, supportive team that's serious about growth.

Ready to take the next step? Send us your resume along with a cover letter highlighting why you're the ideal candidate to

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