Banking Finance Analyst Sydney Permanent / Full Time Great team culture Growing Firm CBD Location 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 Solid 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 Opportunity to grow into more senior fund-level responsibilities over time

📌 Finance Loans Officer (New South Wales)
🏢 Fitzgerald Jenkins Recruitment
📍 New South Wales