Medfin Associate: Lending & Customer Experience

NAB; Melbourne; On-site; AUD 70,000 - 90,000; Full time

Job summary

NAB in Melbourne CBD is seeking an Associate, Medfin to join Hannah Priest and her team. You will support Relationship Managers with lending and servicing, guide applications to settlement, and provide timely information on NAB products and services.

This role suits a customer-focused professional with analytical skills and a collaborative mindset, able to adapt in a fast-paced environment. You’ll engage with customers and stakeholders to strengthen client relationships within NAB's

Qualifications

• Genuine passion for customer service.
• Proven analytical skills with exposure to business financials preferred.
• Collaborative mindset and curiosity to challenge the status quo and identify process improvements.
• Excellent written and verbal communication skills; engage confidently with customers and stakeholders.
• Proactive, solutions-focused approach and ability to anticipate customer needs.
• Agility to adapt to changing priorities and thrive in a fast-paced environment.
• Exposure to KYC, onboarding and compliance requirements, with attention to detail.
• Interest in the healthcare industry and a desire to build your career within a specialist banking environment.

Responsibilities

• Support Relationship Managers by providing high-quality lending and servicing support to deepen customer relationships and portfolios.
• Prepare lending applications and submissions that meet credit policy requirements and quality standards.
• Take ownership of the end-to-end lending journey, guiding applications through to settlement with speed, accuracy and care.
• Deliver exceptional customer service by responding to enquiries and providing timely information on products, services and transactions.
• Identify opportunities to strengthen customer relationships and connect clients with value-added solutions.
• Verify that all approval conditions and compliance requirements have been satisfied before progressing files to settlement.

Skills

Customer service

Analytical skills

Collaborative mindset

Communication skills

Solutions-focused

Adaptability

KYC/compliance

Healthcare interest

Job description

NAB in Melbourne CBD is seeking an Associate, Medfin to join Hannah Priest and her team. You will support Relationship Managers with lending and servicing, guide applications to settlement, and provide timely information on NAB products and services.

This role suits a customer-focused professional with analytical skills and a collaborative mindset, able to adapt in a fast-paced environment. You’ll engage with customers and stakeholders to strengthen client relationships within NAB's