Client Services Administrator - Lending

Bongiorno & Partners is a long-established financial services firm specialising in the medical and dental professions. We are looking for a Client Services Administrator - Lending to join our Financial Services team in Edgecliff.
This role will support Directors and consultants with the administration and coordination of client lending matters, ensuring client requests are managed efficiently, accurately and in line with compliance requirements.
 
About the role
In this role, you will:

• Assist with client lending enquiries and support the delivery of credit assistance
• Attend client meetings and assist with file notes and documentation
• Liaise with clients, bankers and internal teams to help progress lending matters
• Prepare and issue compliance documents, including credit guides and preliminary assessments
• Follow up with Westpac and other external parties to ensure a smooth lending process
• Maintain accurate client data, workflow tasks and documentation in Xplan
• Assist with annual loan reviews and post-settlement client meetings
• Support the team with calendar management, client follow-up and administration
• Ensure all work is completed with strong attention to detail and in line with compliance and risk procedures

About you
We are looking for someone who has:

• Client service or client liaison experience
• Strong written and verbal communication skills
• Excellent attention to detail
• Strong organisation and follow-up skills
• The ability to work well in a team environment
• A willingness to learn and take ownership of tasks
• Good Microsoft Office skills
• Experience with Xplan, lending, finance or mortgage broking would be highly regarded

A Certificate IV in Finance and Mortgage Broking would be advantageous, but is not essential.
 
Why join Bongiorno & Partners?
At Bongiorno & Partners, we pride ourselves on building long-term relationships with our clients and providing a high standard of professional service. This is a great opportunity for someone who enjoys client service, administration and working as part of a supportive professional team.