Credit Operations Officer

La Trobe Financial; Sydney; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Birthday paid day off

Volunteer days

Additional annual leave

Parental leave + superannuation

Zoo and sports club memberships

Employee Assistance Program (EAP)

Training and development

Social events and staff discounts

Job summary

La Trobe Financial is seeking a Credit Operations Officer to support Credit Analysts with residential, investment and commercial loan applications. You will deliver excellent customer service while upholding company standards in dealings with mortgage brokers, borrowers and stakeholders.

The role requires strong organisational skills, attention to detail, and the ability to self-manage and work both autonomously and in a team. Experience with AML/CTF is advantageous.

Qualifications

• Demonstrates superior customer service.
• Excellent organisational and prioritisation skills to meet deadlines.
• Outstanding communication skills, written and verbal.
• Attention to detail and ability to grasp new concepts.
• Strong Microsoft Office suite experience.
• Ability to work autonomously and in a team.

Responsibilities

• Data entry of new loan applications in a CRM system with high accuracy.
• Ordering property valuations.
• Preparing loan offer documentation per company policy.
• Develop and maintain relationships with internal and external stakeholders.
• Responding to inbound emails and telephone enquiries.
• Other administrative duties as required.

Skills

Customer service

Organisational skills

Prioritisation

Telephone etiquette

Attention to detail

Verbal communication

Microsoft Office

Autonomy

Teamwork

CRM system

AML/CTF experience

Tools

CRM system

Job description

LaTrobeFinancialisAustralia'sGlobalInvestmentManager,helpingAustraliansbuildbetterfuturesforover70years.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.