Impact Lending Support Consultant

Posted: 19/06/2025

Closing Date: 03/07/2025

Job Type: Permanent - Full Time

Location: Head Office - Collingwood

Job Category: Banking and Financial Services

Do you want to be part of using the business of banking as a force for good? Do you want to create positive impact for people and the planet? Bank Australia is the bank for people who want to be part of a movement creating a fairer and more just world.

We're growing fast as more people choose to align their banking with their values. We're a customer owned, B Corp certified bank. We empower our staff and 185,000+ customers to be part of the clean money movement.

We currently have a permanent, full time opportunity for an Impact Lending Support Consultant join our Impact Lending Team.

This role will report to the Senior Manager - Impact Lending Support and is a key member of the Bank's Deal Teams, which are comprised of Relationship Managers, Impact Lending Execution Associates and Impact Lending Support Consultants to assess, execute and monitor transactions.

The Impact Lending Support Consultant responsibilities include: on-boarding new customers; managing AML/KYC and other compliance requirements; any necessary searches, arranging valuations & other checks, managing drawdowns and settlements and any other support required by the Deal Team members.

The role plays an important part in providing an exemplary customer experience and promoting a strong culture of compliance. The role will also support the delivery of the impact lending strategy across Bank Australia's target sectors including, affordable and accessible housing, climate transition, First Nations self-determination, Nature and Biodiversity and other purpose driven businesses.

**Why join us**
- We have big plans to become Australia's most trusted bank and a leading purpose-driven business.
- As a certified B Corp, we're part of a global business community who meet the highest social and environmental standards, putting purpose over profit.
- Every role and person in our bank is essential to bringing our values, purpose and aspiration to life.
- We offer flexible working options, competitive salary and 13% super.
- Our staff have access to a range of meaningful benefits to support their physical and mental wellbeing including 24/7 free counselling, free flu vaccinations and discounted gym memberships.
- We also support staff with study assistance, paid parental leave (regardless of gender), volunteer, bereavement, gender affirmation and family violence leave; and the opportunity for bonus annual leave.
- We support our staff to grow their careers through learning and development and an organisational culture where we reward and recognise innovation and values, not long hours.
- We are committed to building an inclusive culture and a diverse workforce that reflects the Australian community.
- We care for a conservation reserve - where we work with key partner organisations to protect threatened species and involve staff in conservation.

**What you will be doing**
- Work with the Deal Team to complete the on-boarding process for new customers; including managing AML/KYC and other compliance requirements.
- support the Execution team's assessment process including searches and arranging valuations
- manage drawdowns and settlements and any provide support as required
- Manage the ongoing lending / banking requirements of customers by responding to day-to-day customer transitional banking needs
- Complete customer communications relating to loan drawdowns, rollovers/reviews and transactional matters
- Assist Deal Team members to establish and maintain rollover facilities within systems - (CBS, Symtrix and CRM systems)
- In conjunction with the Senior Manager - Impact Lending Support, actively seek process improvement contributing to better customer service and operational efficiency and contribute to team projects.

**What you will bring**
- Existing lending experience, ideally including some commercial.
- Strong knowledge of loan origination systems, good working knowledge of banking systems & CRM systems.
- Knowledge and understanding of AML/CTF, KYC legislation
- Proven ability in implementing policies, procedures and standards of operation.
- Ability to investigate and follow up queries.
- Flexibility, adaptability, resilience and a "can do" attitude.
- Experience in working independently as well as part of a team.
- Proven experience in delivering an exceptional customer experience.
- Ability to time-manage, work under pressure and meet deadlines.
- Excellent communication (verbal and written) and interpersonal skills.
- Commitment to Bank Australia's purpose, aspiration, values and brand as well as the B Corp ethos.