Loan Fulfilment Consultant

• 12 month Secondment, Full-time 75 hours per fortnight
• Utilise your lending knowledge and expertise!
• Based in South Australia

Beyond Bank Australia is one of Australia’s largest customer owned banks with a long and proud history of success, credibility and banking expertise. With branches across the nation, and employing more than 600 staff, Beyond Bank Australia creates financial wellbeing for individuals, families, businesses, and communities.

As a Loan Fulfilment Consultant, you will be responsible for delivering lending service activities to optimise the lending workflow efficiency and effectiveness. The Loan Fulfilment Consultant provides ongoing technical support and assistance and provides an exceptional customer experience to staff, customers and external parties that is aligned to our Customer Ownership and Operational Excellence Strategy.

This role is key to delivering a quality loan experience and will be required to speak directly with customers to finalise work loan conditions or complete the loan file requirements. This role is critical to ensure that the customer experience is always moving forward in the loan workflow.

Job Description

Your key responsibilities will include, but are not limited to:

• Action and progress loan variations through to unconditional approval, liaising with Consultants and customers to meet customer needs and provide an outstanding experience
• Attend to conveyancing issues and provide advice, considering regulatory and legislative requirements.
• Monitor loan files with various parties through to settlement, to ensure loan files are completed and/or settled in accordance with the customer requirements.
• Prepare Loan Offer Documentation, and other Real Property documentation (Discharges, etc.).
• Use and consistently apply policies and processes endorsed by the business.
• Use the systems and technology supplied by the business accurately to support recording, measurement, sharing of information and customer interactions.
• Demonstrates positive organisational and time management competencies to effectively deliver quality multiple tasks as required.
• Finalising and compliance of Settlements fundings (FMS, PEXA, Dye & Durham)
• Action daily end of day GL balancing for all Settlements fundings
• Verifications and compliance of Increase fundings
• Monitor building loan files and actioning building progress payments
• Finalising and compliance of building inspection reports

Desired Skills and Experience

You will possess the following skills and experience:

• Proven knowledge of mortgage lending products and services
• Strong understanding of secured lending credit policies, processes and products
• Ability to manage prioritisation of work to meet service level agreement standards
• Proven verbal and written communication skills
• A strong attention to detail to deliver quality and accuracy
• Strong negotiation and problem-solving abilities
• A positive ‘can do’ Attitude
• Proficient PC skills

What Beyond Bank can offer you:

• Provide extensive training to support you in your role
• Career pathways
• Work-life balance and Community Volunteer days
• Employee Benefit Program

This is an opportunity to join a values-driven organisation that offers the opportunity for you to grow your career. Beyond Bank is an equal opportunity employer with a commitment to diversity at all levels.

If you are interested in this opportunity – we would love to hear from you.

For more information, please email recruitment@beyondbank.com.au

As a certified B Corp we are using our business as a force for good.

Applications close COB 29/02/2024