Finance Loans Officer

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
• 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
• Opportunity to grow into more senior fund-level responsibilities over time