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About the Role

As a Senior Lending Assistant within ANZ Private Bank, you will play a key role supporting ANZ's highest net worth clients and family groups with their lending needs. You will work closely with Private Bankers, Lending Specialists, Credit teams and Operations to deliver a seamless end-to-end lending experience. This hybrid role combines lending fulfilment, deal execution and documentation management with credit analysis and credit paper preparation, supporting lending outcomes from application to settlement while developing credit skills for risk assessments.

Responsibilities

Manage end-to-end lending fulfilment activities from credit approval through to settlement
Prepare and coordinate documentation requests, including system setup and workflow management
Liaise with stakeholders including Bankers, Lending Specialists, Operations, Legal and Credit teams to ensure lending outcomes are delivered efficiently
Track approved conditions and ensure all requirements have been satisfied prior to drawdown
Support the accurate and timely settlement of approved lending facilities
Maintain strong attention to detail to ensure documentation is complete, compliant and right first time
Identify and escalate documentation, settlement or operational risks where appropriate
Support audit readiness through accurate file management and record keeping
Assist with the preparation of credit applications for retail and wealth lending clients
Gather, analyse and interpret client financial information including income verification, asset and liability positions, trust structures and company financials
Prepare financial analysis and serviceability assessments
Assist with the structuring and presentation of lending requests to support client objectives while meeting ANZ risk requirements
Conduct preliminary analysis and identify key risks, mitigants and policy considerations for lending submissions
Support credit quality by ensuring submissions are complete, accurate and aligned with policy requirements
Contribute to continuous improvement initiatives, lending projects and process enhancements across the lending team
Deliver exceptional client and stakeholder experiences through timely and accurate execution of lending outcomes
Collaborate effectively across Frontline, Lending, Credit and Operations teams
Balance customer outcomes with prudent risk management and regulatory obligations
Demonstrate ownership and accountability for quality, turnaround times and client satisfaction

Requirements

Previous experience in lending operations, lending support, credit execution or banking
Strong organisational skills and ability to manage multiple priorities in a fast-paced environment
Excellent attention to detail and commitment to delivering high-quality outcomes
Strong communication and stakeholder management skills
Analytical capability and ability to interpret financial information
Understanding of lending processes, documentation requirements and risk fundamentals
Ability to work collaboratively across multiple stakeholder groups
Experience supporting or preparing credit applications
Exposure to residential, commercial or wealth lending
Understanding of financial statements, trust structures and complex client arrangements
Experience analysing income, assets, liabilities and servicing positions
Demonstrated ability to identify key risks and support risk-based decision making

Skills

Lending fulfilment
Deal execution
Documentation management
Credit analysis
Credit paper preparation
Credit submissions
Risk assessments
Financial analysis
Stakeholder management
Client support

Location

242 Pitt Street, Sydney NSW 2000

Work Type

Hybrid
Permanent
Full Time
40 hours/week

Experience Level

Senior

Benefits

Access to health and wellbeing services
Discounts on selected products and services from ANZ

About the Company

At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.
Join Business & Private Bank and help deliver our growth ambitions by backing Australian businesses and private clients with the insights, solutions and support they need to move forward.
We play a critical role in delivering the ANZ 2030 Strategy and you’ll be part of a team guided by our values to put customers first, deliver with excellence, own the outcome and work as one.

Equal Opportunity

We're a diverse bunch at ANZ in different roles, different locations, doing different things. That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'.
At ANZ, you'll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated. That's because we're committed to building a workplace that reflects the diversity of the communities we serve.
We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself.
If you're a candidate with a disability or access requirement, and have an enquiry about the support provided, please let us know on your application or visit ANZ Accessibility and Inclusion Programs for alternate contact methods.