La Trobe Financial is Australia's Global Investment Manager, helping Australians build better futures for over 70 years. With $26 billion in assets under management and the trust of 160,000 customers, we've grown through a commitment to service, innovation, and putting people first.

We don't just deliver retirement income - we shape lives, careers, and communities. Our culture is built on trust, excellence, accountability, and a shared purpose: to make a meaningful difference every day.

Build your future with us.

The Chance

As a Funding Services Officer in our Customer Services division, you will be part of an enthusiastic, quick paced and results driven team who pride themselves on efficiency and accuracy. In this role, you will learn the ins and outs of loan account set ups for a wide range of loans types across residential, commercial and construction real estate.

Reporting to the Funding Services Manager, you will be responsible for facilitating the movement of funds to third parties and preparing relevant financial documentation. You will set up borrower accounts on completion of settlement, finalise direct debit schedules and issue customer correspondence.

You will work both autonomously and collaboratively within the Funding Services team, as well as with a range of other departments within and outside of the division.

Key Responsibilities

- Coordinating the end-to-end process for sending daily settlement and construction draw down funding to third parties
- Preparing daily documentation to facilitate money movement
- Processing all loan types post-settlement, including setting up borrower direct debit repayment schedules and issuing settlement and progress draw down correspondence
- Cross-check complex loan processing to ensure accounts are set up correctly and in line with internal procedures




- Collaborating with other teams within the division and across the organisation.

About You

Ideally, you will have a year or two of administrative experience and be keen to kick start your career in the financial services industry. You will also possess the following:

Robust problem-solving skills and excellent attention to detail

Ability to manage daily workload autonomously and work to deadlines

Willingness to help colleagues achieve team KPIs

Excellent verbal and written communication skills

Ability to demonstrate proficiency with a variety of computer systems, including a working knowledge of Excel.

Employee Benefits

We're all about balance - delivering great work and enjoying the journey. Alongside a competitive salary, here are some perks that make working with us even better:

- Celebrate your birthday- with a paid day off, just for you!
- Give back- with paid volunteer days to support causes you care about;
- More time for you- purchase additional annual leave when you need it;
- Support for families- 18 weeks paid primary carer parental leaveplussuperannuation contributions;
- Wild perks- free annual membership to Taronga Zoo and Collingwood Football Club!
- Wellbeing first- access to our Employee Assistance Program (EAP);
- Keep growing- with ongoing training and development opportunities;
- Unforgettable socials- from team events to celebrations you'll actually want to attend! and
- Retail therapy- enjoy discounts through Reward Gateway.

Diversity & Inclusion

We're committed to creating a workplace where everyone feels respected, valued, and safe. We welcome applications from people of all backgrounds and proudly support an inclusive recruitment process and work environment. If you require adjustments at any stage of the process, please let us know, we're here to help.

Please note that only shortlisted candidates will be contacted.

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📌 Funding Services Officer (Melbourne)
🏢 La Trobe Financial
📍 Melbourne