Job Description
Bongiorno & Partners is a long-established financial services firm specialising in the medical and dental professions. We are looking for a Client Services Administrator - Lending to join our Financial Services team in Edgecliff.
n This role will support Directors and consultants with the administration and coordination of client lending matters, ensuring client requests are managed efficiently, accurately and in line with compliance requirements.
n About the role
n In this role, you will:
n
n
Assist with client lending enquiries and support the delivery of credit assistance
n
Attend client meetings and assist with file notes and documentation
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Liaise with clients, bankers and internal teams to help progress lending matters
n
Prepare and issue compliance documents, including credit guides and preliminary assessments
n
Follow up with Westpac and other external parties to ensure a smooth lending process
n
Maintain accurate client data, workflow tasks and documentation in Xplan
n
Assist with annual loan reviews and post-settlement client meetings
n
Support the team with calendar management, client follow-up and administration
n
Ensure all work is completed with strong attention to detail and in line with compliance and risk procedures
n
n
Bongiorno & Partners is a long-established financial services firm specialising in the medical and dental professions. We are looking for a Client Services Administrator - Lending to join our Financial Services team in Edgecliff.
n This role will support Directors and consultants with the administration and coordination of client lending matters, ensuring client requests are managed efficiently, accurately and in line with compliance requirements.
n About the role




n In this role, you will:
n
n
Assist with client lending enquiries and support the delivery of credit assistance
n
Attend client meetings and assist with file notes and documentation
n
Liaise with clients, bankers and internal teams to help progress lending matters
n
Prepare and issue compliance documents, including credit guides and preliminary assessments
n
Follow up with Westpac and other external parties to ensure a smooth lending process
n
Maintain accurate client data, workflow tasks and documentation in Xplan
n
Assist with annual loan reviews and post-settlement client meetings
n
Support the team with calendar management, client follow-up and administration
n
Ensure all work is completed with strong attention to detail and in line with compliance and risk procedures
n
n
About you
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We are looking for someone who has:
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n
Client service or client liaison experience
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Strong written and verbal communication skills
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Excellent attention to detail
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Strong organisation and follow-up skills
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The ability to work well in a team environment
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A willingness to learn and take ownership of tasks
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Good Microsoft Office skills
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Experience with Xplan, lending, finance or mortgage broking would be highly regarded
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A Certificate IV in Finance and Mortgage Broking would be advantageous, but is not essential.
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Why join Bongiorno & Partners?
n At Bongiorno & Partners, we pride ourselves on building long-term relationships with our clients and providing a high standard of qualified service. This is a great opportunity for someone who enjoys client service, administration and working as part of a supportive professional team.
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📌 Client Services Administrator - Lending (New South Wales)
🏢 Bongiorno Group
📍 New South Wales