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:

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- Assist with client lending enquiries and support the delivery of credit assistance
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- 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
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- Prepare and issue compliance documents, including credit guides and preliminary assessments
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- Follow up with Westpac and other external parties to ensure a smooth lending process
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- Maintain accurate client data, workflow tasks and documentation in Xplan
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- Assist with annual loan reviews and post-settlement client meetings
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- Support the team with calendar management, client follow-up and administration
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- 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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- 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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- Robust 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 professional 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