Sydney Home Loan Relationship Specialist

Bank of China; Sydney; On-site; AUD 70,000 - 95,000; Full time

Job summary

Bank of China is seeking an energetic Home Loan Assistant to support Relationship Managers in Sydney. This two-year maximum term role involves end-to-end loan processing, inquiries handling, data entry, and coordination with external parties to move files toward settlement.

The candidate should have 2–3 years in home loan lending, finance qualifications, and strong English/Chinese communication, data analysis, and reporting skills. Permanent residents or citizens are preferred.

Qualifications

• 2–3 years experience in home loan lending.
• Tertiary qualifications in accounting, commerce or finance.
• Strong written and spoken communication in English and Chinese.
• Good data analysis and report-writing skills.
• Experience in identifying client needs and previous relationship management experience preferred.

Responsibilities

• Assisting the Relationship Managers with their applications and scenarios, responding to queries regarding loan application status and process issues to facilitate coordination between RMs and the external parties.
• Completing the end-to-end loan application process, including contracting customers directly to provide updates to ensure their satisfaction towards the process, arranging for customers to open accounts at branches, collecting documents required for loan applications, uploading and entering system data, contacting third-parties to complete property valuations, LMI applications and loan agreements preparation, arranging for customers to sign loan agreements in accordance with approval conditions, and facilitating the loan progress towards settlement.
• Conducting pre-lending investigations (including Equifax/ABN Lookup/Income Verification/Order Val, etc.);
• Create customer number CIF (with Blacklist/ABN Lookup; Customer Risk Rating);
• Following up on Applyonline, creating CCAS flows and entering loan application information;
• Conduct after-lending management, e.g. default assets and customers;
• Daily transaction processing of loan accounts;
• Check daily loan overdue statements according and contact customers in a timely manner;
• Assist Account Manager in organizing Broker training, preparing various marketing activities and customer appreciation parties.

Skills

Home loan lending

Bilingual EN/Chinese

Data analysis

Report writing

Client needs identification

Relationship management

Education

Tertiary qualification in accounting/commerce/finance

Job description

Bank of China is seeking an energetic Home Loan Assistant to support Relationship Managers in Sydney. This two-year maximum term role involves end-to-end loan processing, inquiries handling, data entry, and coordination with external parties to move files toward settlement.

The candidate should have 2–3 years in home loan lending, finance qualifications, and strong English/Chinese communication, data analysis, and reporting skills. Permanent residents or citizens are preferred.