Finance Loans Officer (Sydney)

Finance Loans Officer (Sydney)

29 Aug
|
Fitzgerald Jenkins Recruitment
|
Sydney

29 Aug

Fitzgerald Jenkins Recruitment

Sydney

What You'll Be Doing

- Manage a portfolio of property-secured loans across their full lifecycle — from offer through to drawdowns, rollovers, and final repayment

- Process loan draws, fund expenses, and other fund administration transactions

- Maintain accurate records in our loan servicing platform and reconcile loan balances against supporting documentation

- Calculate payout figures for terminating loans and rollover figures for continuing facilities

- Perform daily reconciliations of fund bank accounts, including movements between sub-funds

- Process investor transactions including allotments, conversions, and capital returns/redemptions

- Act as the key liaison point across the registry team, borrowers, solicitors, and investors, resolving day-to-day queries

- Identify process improvements and help refine internal procedures

- Mentor and guide junior team members as the portfolio grows

What We're Looking For

- Proven experience in loan servicing, loan administration,



or fund operations — ideally within private credit, mortgage funds, or property finance (rather than retail banking)

- Comfortable working independently with minimal supervision and strong attention to detail

- Excellent multi-tasking and time management across competing daily and weekly priorities
- A proactive, solutions-first approach — someone who works through a problem before escalating

- Experience with loan servicing software and/or Xero highly regarded

- Strong communication skills for liaising with a range of internal and external stakeholders

What's on Offer

- Join a lean, close-knit team with genuine ownership over your portfolio

- Exposure across the full loan and fund lifecycle, not just a narrow slice of it

- Prospect to grow into more senior fund-level responsibilities over time

📌 Finance Loans Officer (Sydney)
🏢 Fitzgerald Jenkins Recruitment
📍 Sydney

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