Associate Account Executive - Private Lending

iknowho; North Sydney Council; On-site; AUD 75,000 - 80,000; Full time

Job summary

iknowho is seeking an Associate Account Executive in North Sydney to gain exposure to private lending, client relationships and the full loan process. You’ll work with borrowers, brokers, and solicitors, helping moves deals from approval to settlement.

This role suits someone early in their career who is commercially curious and keen to take responsibility. You’ll see the bigger picture beyond narrow processing, with real ownership and a clear path to Account Executive/Account Manager as you

Qualifications

• No prior lending experience required; role designed for early-career learners.
• Degree in finance, commerce, property, law or related field useful but not essential.
• Experience across lending, banking, broking, property, settlements or financial administration viewed favourably.

Responsibilities

• Serve as day-to-day contact for borrowers, brokers and stakeholders; respond to inquiries and follow up.
• Maintain accurate client and loan records, including balances, conditions, dates and documentation.
• Coordinate settlements from approval to completion with solicitors, conveyancers, valuers, brokers and borrowers.
• Check loan and settlement documents for completeness and accuracy.
• Assist with drawdowns, repayments, variations and general loan administration.
• Track conditions, deadlines and outstanding information to keep matters moving.
• Support broker and referrer relationships and identify repeat-business opportunities.
• Provide general operational support across the lending book.

Skills

Excel

Numbers

Attention to detail

Organised

Communication

Independent work

Commercial curiosity

Education

Finance/Commerce/Property/Law degree

Tools

Excel

Job description

Our client,is looking for an Associate Account Executive to join its North Sydney team — an opportunity to get genuine exposure to private lending, client relationships and the end-to-end loan process.

This is a great first step for someone early in their career who is commercially curious, confident with numbers and enjoys taking ownership. You’ll work closely with the lending team, borrowers, brokers and solicitors, helping keep deals moving from approval through to settlement.

And importantly, you won’t be stuck in a narrow processing role. You’ll get to see the bigger picture and learn how private lending actually works.

What you'll be doing

• Acting as a day-to-day contact for borrowers, brokers and other stakeholders, responding to enquiries and following up outstanding information.


• Keeping client and loan records accurate, including balances, conditions, key dates and documentation.


• Coordinating settlements from approval through to completion, working with solicitors, conveyancers, valuers, brokers and borrowers.


• Checking loan and settlement documentation for completeness and accuracy.


• Assisting with drawdowns, repayments, variations and general loan administration.


• Tracking conditions, deadlines and outstanding information to keep matters moving.


• Following up inbound enquiries and maintaining a simple pipeline of live matters and prospects.


• Supporting broker and referrer relationships and identifying opportunities for repeat business.


• Providing general operational support across the lending book.

About you

You don't need years of lending experience. In fact, this role is designed for someone early in their career who is hungry to learn and ready to take responsibility.

You'll be someone who:

• Is naturally organised, proactive and likes getting things done.


• Is confident working with numbers, spreadsheets and detail.


• Has strong attention to detail — particularly when it comes to documents, dates and figures.


• Has strong Excel / data skills and confidence with numbers are expected.


• Is comfortable picking up the phone and dealing with clients, brokers and other stakeholders.


• Is commercially curious and isn't afraid to ask, "Does this actually make sense?"


• Can manage changing priorities and work calmly in a small, fast-moving team.


• Is comfortable working independently without needing to be chased.

A degree in finance, commerce, property, law or a related field would be useful, but it's not essential. Experience across lending, banking, broking, property, settlements, legal support or financial administration will also be viewed favourably.

What matters most is your attitude, accuracy and follow-through.

You'll have:

• Direct exposure to clients, brokers, settlements, security and the broader lending portfolio.


• Real responsibility from day one, with support and guidance from the business owner and lending team.


• The opportunity to understand the full lending lifecycle rather than just one piece of the process.


• A clear pathway to progress into an Account Executive / Account Manager role as you develop.


• A competitive salary package, plus bonus and growth incentives.

North Sydney | Permanent, full-time | Office-based

Additional information

• Ready to build a career in finance, not just land your first job?


• $75-80kinc super | North Sydney | ASAP start


• Learn private lending from the inside - work directly with the Founders