Lending Documentation & Settlements Officer
THRIVE with us
Think banking is all about numbers? Think again.
At Credit Union SA, we’re all about people - our members and their families, the communities we serve, and you.
For more than 60 years, we’ve delivered a fairer, smarter and more human alternative to traditional banks. A customer-owned banking organisation run by its members, for its members, with the purpose of helping South Australians thrive. At every stage of life, we see South Australians, because we're here too.
Our success is thanks to every one of our team members and the diverse thinking, collaboration and innovation they bring. That’s why we’re committed to creating a welcoming, inclusive workplace where everyone feels comfortable, valued and empowered to reach their full potential.
Want to make your contribution count with an innovative, purpose-driven organisation that supports you to THRIVE? Join us as Lending Documentation & Settlements Officer and experience Credit Union SA difference.
About the role
Reporting to the Lending Documentation & Settlements Team Manager, you will be undertaking the timely and accurate processing and preparation of mortgage loan documentation as well as settlement, discharge and post settlement duties, including but not limited to funding of all mortgage loans and construction loan progress payments, lending administration activities and discharge and payout of all consumer credit products, ensuring compliance with policy, procedure and legislative requirements.
What you'll do:
- Prepare and check loan documentation accurately and within service level agreements.
- Manage settlement and discharge activities, including PEXA requirements and VOI.
- Provide professional updates to lenders, brokers, and members at key milestones.
- Resolve member queries and complaints promptly and empathetically
- Collaborate with internal teams to ensure best practice and continuous improvement.
What you'll bring:
To succeed in this role, you will have:
- Experience in mortgage loan documentation processing.
- Secured Lending experience.
- High levels of drive and energy and a willingness to roll your sleeves up to assist our members.
- Demonstrated strong time management and organisational skill.
Ideally, you'll also have:
- Advanced knowledge of Excel and the Microsoft Office suite of products.
- A positive, proactive and results-driven mindset with a high level of personal accountability.
Why Credit Union SA?
At Credit Union SA, we channel the profits we generate back to our members and our communities. It’s a purpose that inspires our people each day. And when you join us, you’ll find we’re just as committed to ensuring you have the opportunities and support you need to THRIVE in all areas of your life.
Here are some of the benefits you’ll enjoy at Credit Union SA:
- Take time out to fill your cup with four Thrive Days a year and a paid day off to celebrate your birthday.
- Learn, grow and progress your career with online training, internal and external development opportunities, study assistance, paid study leave, and assistance for professional membership fees.
- Stay fit and healthy with access to our free on-site gym, wellbeing program and annual flu shots.
- Be rewarded for your outstanding contributions with our CEO Awards, Service Awards and Milestone Recognition.
- Need extra support? Our Employee Assistance Program provides you and your family with free professional counselling whenever you need it.
- Make your pay go further with salary-sacrificing options and discounts on health insurance, general insurance, financial planning and loan products.
Are you ready to THRIVE?
Join Credit Union SA to make a positive impact on South Australians and your career.
For more information or a copy of the position description please reach out to Zee Konjevic at careers@creditunionsa.com.au
To apply for this role via SEEK, sending your resume in Microsoft Word or PDF format.
Applications close: Sunday 25th January at 11pm.
We are actively looking to fill this role and reserve the right to shortlist and interview applicants whilst this advertisement is open so encourage you to submit your application at your earliest opportunity. We appreciate the time and effort an application takes, which is why we aim to respond to every applicant, regardless of the outcome.
Credit Union SA is an equal opportunity employer that welcomes and values the unique contributions of all people. We strongly encourage applications from people of all backgrounds, cultures, perspectives and experiences. We also support candidate requests for adjustment to accommodate disability or injury so they can equitably participate in the selection process, so don’t hesitate to ask if you need any support.