Loan Fulfillment Consultant at Beyond Bank Australia

Adelaide, South Australia, Australia -

Full Time

Start Date

Immediate

Expiry Date

07 Oct, 26

Salary

88000.0

Posted On

09 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Mortgage Lending, Secured Lending Credit Policies, Loan Documentation, Conveyancing, PEXA, Dye & Durham, FMS, Time Management, Negotiation, Problem Solving, Written Communication, Verbal Communication, Attention To Detail, PC Proficiency, GL Balancing, Compliance

Industry

Banking

Description

Company Description Permanent Full Time 75 hours per fortnight Can be based in any of our offices nationally Salary range: $79,000 to $88, 000 includes superannuation Beyond Bank is one of Australia's largest, 100% member-owned mutual banks with a credit union heritage. We provide personal, business and community banking to more than 300,000 members and operate over 50 branches nationally. Our vision is to create better lives by caring for our members and communities. Beyond Bank is a Certified B Corp, meeting high standards of social and environmental impact. We are proud to use our business to drive positive outcomes that benefit our members, communities and people. Our values of Member Obsession, Empowering Communities, Shared Ambition and Championing Sustainability are integral to all that we do and are the standards to which we hold ourselves. The way we work is also demonstrated by the behaviours that we are accountable to uphold: Own It, Call it Out, Be Respectful, Bring Your A Game, Make A Difference and Right Things Right Way. Job Description The role As a Loan Fulfilment Consultant, you will be responsible for delivering lending service activities to optimise the lending workflow efficiency and effectiveness. The Loan Fulfilment Consultant provides ongoing technical support and assistance and provides an exceptional customer experience to staff, customers and external parties that is aligned to our Customer Ownership and Operational Excellence Strategy. This role is key to delivering a quality loan experience and will be required to speak directly with customers to finalise work loan conditions or complete the loan file requirements. This role is critical to ensure that the customer experience is always moving forward in the loan workflow. In this role, you will Action and progress loan variations through to unconditional approval, liaising with Consultants and customers to meet customer needs and provide an outstanding experience Attend to conveyancing issues and provide advice, considering regulatory and legislative requirements. Monitor loan files with various parties through to settlement, to ensure loan files are completed and/or settled in accordance with the customer requirements. Prepare Loan Offer Documentation, and other Real Property documentation (Discharges, etc.). Use and consistently apply policies and processes endorsed by the business. Use the systems and technology supplied by the business accurately to support recording, measurement, sharing of information and customer interactions. Demonstrates positive organisational and time management competencies to effectively deliver quality multiple tasks as required. Finalising and compliance of Settlements fundings (FMS, PEXA, Dye & Durham) Action daily end of day GL balancing for all Settlements fundings Verifications and compliance of Increase fundings Monitor building loan files and actioning building progress payments Finalising and compliance of building inspection reports Qualifications About you Proven knowledge of mortgage lending products and services Strong understanding of secured lending credit policies, processes and products Ability to manage prioritisation of work to meet service level agreement standards Proven verbal and written communication skills A strong attention to detail to deliver quality and accuracy Strong negotiation and problem-solving abilities A positive ‘can do’ Attitude Proficient PC skills See yourself in our team You will be joining the Loan Fulfillment team, a group of dedicated professionals who work tirelessly to provide exceptional support to our members. Whether you are working face-to-face, online, or over the phone, you will be committed to ensuring that our members receive the best possible experience with our company. Additional Information Why work for Beyond Bank? We welcome candidates who reflect the diversity of the communities in which we operate. We actively encourage Aboriginal and Torres Strait Islander peoples, people living with disability, LGBTQIA+ as well as culturally diverse community members to apply for our roles. Beyond Bank is committed to creating an accessible recruitment process and employment experience. If you identify as a person living with disability and require adjustments to our online application, recruitment, selection and/or assessment process, or modifications for accessibility to our locations, please contact us at [email protected] There are even more benefits: Additional 3 paid work-life balance days Paid community volunteer days to support community organisations across Australia Access to employee discounts, health and wellbeing initiatives, employee and family assistance, plus more A flexible and diverse working environment Career development opportunities, training and coaching By joining Beyond Bank, you will have the opportunity to work alongside talented professionals who will support and encourage you to achieve your full potential. If you are passionate about people and want to make a difference, we would love to hear from you. What does our recruitment process look like? The process can include a phone screen, video screen, virtual or face-to-face interview, psychometric testing, and all relevant background checking. Some positions may require undergoing 4 weeks of mandatory full training. To find out more about Beyond Bank visit beyondbank.com.au As a Certified B Corp, we use our business as a force for good. We kindly request that recruitment agencies do not contact us regarding this vacancy. We are managing this recruitment process internally and do not require agency support at this time. Applications Close 26/07/2026 We are unable to accept email applications, please ensure that you submit your application via the online portal. By applying for this opportunity you are providing consent for Beyond Bank Australia to conduct all pre-employment screening checks (APRA, ASIC, Bankruptcy, National Criminal History Check, VEVO, Adverse Media Check and Reference Checks) at the expense of Beyond Bank Australia. Employment Type: Full Time Team Name: Loan Fulfilment Team Department: Loan Fulfilment

Responsibilities

Responsible for managing the lending workflow by progressing loan variations to unconditional approval and handling conveyancing issues. The role involves preparing loan offer documentation and ensuring compliance during settlement fundings.