Job DescriptionBongiorno & 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.
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.About the roleIn this role, you will:Assist with client lending enquiries and support the delivery of credit assistanceAttend client meetings and assist with file notes and documentationLiaise with clients, bankers and internal teams to help progress lending mattersPrepare and issue compliance documents, including credit guides and preliminary assessmentsFollow up with Westpac and other external parties to ensure a smooth lending processMaintain accurate client data, workflow tasks and documentation in XplanAssist with annual loan reviews and post-settlement client meetingsSupport the team with calendar management,



client follow-up and administrationEnsure all work is completed with strong attention to detail and in line with compliance and risk proceduresAbout youWe are looking for someone who has:Client service or client liaison experienceStrong written and verbal communication skillsExcellent attention to detailStrong organisation and follow-up skillsThe ability to work well in a team environmentA willingness to learn and take ownership of tasksGood Microsoft Office skillsExperience with Xplan, lending, finance or mortgage broking would be highly regardedA Certificate IV in Finance and Mortgage Broking would be advantageous, but is not essential.Why join Bongiorno & Partners?
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 chance for someone who enjoys client service, administration and working as part of a supportive skilled team.
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📌 Client Services Administrator Lending New South Wales
🏢 Bongiorno Group
📍 New South Wales