At a Glance
- Tasks: Support Credit Analysts with loan applications and provide top-notch customer service.
- Company: La Trobe Financial, a trusted investment manager shaping futures for over 70 years.
- Benefits: Competitive salary, birthday leave, paid volunteer days, and discounts on memberships.
- Other info: Enjoy a dynamic workplace with ongoing training and unforgettable social events.
- Why this job: Join a team that values innovation and makes a real difference in people's lives.
- Qualifications: Strong customer service skills and attention to detail are essential.
The predicted salary is between 56250 - 68750 $ per year.
La Trobe Financialis Australia's Global Investment Manager, helping Australiansbuildbetterfuturesforover70years.
With$26billioninassetsundermanagementandthetrustof160,000customers, we'vegrownthroughacommitmenttoservice, innovation, andputtingpeoplefirst.
We don't just deliver retirement income- we shape lives, careers, and communities.
Our culture is built on trust, excellence, accountability, and a shared purpose: to make a meaningful difference every day.
Build your future with us.
The Opportunity
As the Credit Operations Officer, your primary responsibility will be to support our Credit Analysts in the assessment, recommendation, submission and timeline management of Residential/Investment and Commercial Loan Applications.
You will provide exceptional customer service and ensure that La Trobe Financials standards are reflected in all dealings with mortgage brokers, borrowers and external stakeholders.
The ability to self-manage is integral to the role, as is workload management.
Key Responsibilities
- Data entry of new loan applications in to a CRM (loan processing) System ensuring excellent accuracy
- Ordering property Valuations
- Preparing loan offer documentation in accordance with La Trobe Financials company policy and procedures
- Develop and maintain excellent working relationships with both internal and external stakeholders.
- Responding to inbound emails and telephone enquiries from both clients and internal stakeholders
- Other administrative duties as required
About You
- Demonstrates superior customer service
- AML/CTF experience would be advantageous
- Exceptional organisational and prioritisation skills to ensure all deadlines and responsibilities are met
- Excellent telephone manner; patience, listening skills and ownership of the call is essential
- Attention to detail with an ability to grasp new concepts
- Excellent communication skills, both written and verbal
- Strong computer and Microsoft Office suite experience
- High ability to work both autonomously and in a team environment
- Employee Benefits
We're all about balance - delivering great work and enjoying the journey. Alongside a competitive salary, here are some perks that make working with us even better:
• Celebrate your birthday- with a paid day off, just for you!
- Give back- with paid volunteer days to support causes you care about;
- More time for you- purchase additional annual leave when you need it;
- Support for families- 18 weeks paid primary carer parental leaveplussuperannuation contributions;
- Wild perks- free annual membership to Taronga Zoo and Collingwood Football Club!
- Wellbeing first- access to our Employee Assistance Program (EAP);
- Keep growing- with ongoing training and development opportunities;
- Unforgettable socials- from team events to celebrations you'll actually want to attend! and
- Retail therapy- enjoy discounts through Reward Gateway.
- Diversity & Inclusion
We're committed to creating a workplace where everyone feels respected, valued, and safe.
We welcome applications from people of all backgrounds and proudly support an inclusive recruitment process and work environment.
If you require adjustments at any stage of the process, please let us know, we're here to help.
Please note that only shortlisted candidates will be contacted.
#J-18808-Ljbffr
Credit Operations Officer in Sydney employer: La Trobe Financial
La Trobe Financial is an exceptional employer that prioritises employee well-being and professional growth, making it a fantastic place for a Senior Accountant to thrive. With a strong commitment to work-life balance, employees enjoy unique benefits such as paid volunteer days, additional leave options, and a supportive culture that fosters continuous development. Located in a dynamic environment, La Trobe Financial not only values excellence and accountability but also encourages meaningful contributions to the community, ensuring that every team member feels valued and empowered.
