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Client Service Associate - Lending Operations

New York, USA
Closing date
Jun 13, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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. 

About the Role

As a Client Service Associate - Lending Operations, you will be working closely with Frontline, Documentation Team and Lending Hub, you will be primarily responsible for Lending Client Services functions with a focus on Credit Administration, ensuring accurate recording of client/facility data in ANZ's systems as per approvals, quick resolution to limit excesses, well-managed maintenance of facility documentations and timely completion of both BAU and ad hoc reporting requests. Secondary responsibility Loan Administration including facility management and reconciliation, as well as resolution to any system and data issues. In addition, you will also assist in operational projects and initiatives.
Banking is changing and we're changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you'll be building your future, while helping to build ours.

Role Location: New York
Role Type: Permanent, Fulltime

What will your day look like?

As a Client Service Associate - Lending Operations , you will:
  • Responding to internal and external client requests promptly with updates on progress to ensure client's expectations are met
  • Active collaboration with the Relationship, Research & Analysis, Risk teams, offshore Hubs, and other support teams (such as Documentation and On-boarding) to provide end-to-end solutions for complex limits structuring, booking and facility settlements, to meet external customer requirements
  • Ensuring accurate and timely returns, CMRC, overdue reviews, regulatory returns, and other ad hoc reports
  • Assisting and monitoring the Hub team for timely and accurate processing of credit approvals, including static and limit update in all systems
  • Working with Relationship Managers, Analysts, Finance and the Hub team to resolve system data issue, including spot-check to ensure accuracy
  • Instructing and monitoring Hub for all lending activities and performing other functions such as fee accrual/clearance, reconciliation
  • Identifying opportunities to streamline procedures to improve efficiency. This includes opportunities to automate manual processes, working with system owners, or improve process flows or procedures between the onshore and offshore locations.
  • Ensuring consistency, data integrity and compliance with ANZ's policies and procedures to mitigate operational risks and minimize operational loss
What will you bring?

To grow and be successful in this role, you will ideally bring the following:
  • Working experience in Banking or Financial sector
  • Knowledge of lending process and documentation and Loan IQ system is a plus.
  • Strong IT and Microsoft office skills for reporting, record keeping, and presenting with the ability to learn and utilise new bank systems quickly and efficiently.
  • Analytical and problem-solving skills to enable identification of issues involved in complex transactions and processes and to develop acceptable solutions for the business and client.
  • Analyze the lending portfolio to track the change in growth and effort which can help in planning the capacity of the team.
  • Strong communication, self-learning, and time-management skill.
You're not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we'd love to hear from you.

Compensation and Benefits

The base salary range for this position is $80,000 - $95,000
This range is determined by the job, location and level of expertise required for this specific role. The final salary offered will consider your capabilities, skills and knowledge.
ANZ is proud to offer highly competitive employee benefits. Highlights include:
  • Market leading medical plan, heavily subsidized by ANZ
  • Comprehensive benefit plans including vision, dental, life and disability, fully subsidized by ANZ
  • Defined contribution retirement plan, matching up to 6%
  • Monthly commuter subsidy to fund your transit or parking needs
  • Generous leave policies including vacation, personal, sick, parental leave
  • Flexible work environment with a hybrid remote working model
  • An 'always learning' culture that fosters professional development and career growth
So why join us?

From the moment you join ANZ, you'll be doing meaningful work that will shape a world where people and communities thrive.  
But it's not just our customers who'll feel your impact. You'll feel it too. Because at ANZ, you'll have the resources, opportunities, and support you need to take the next big step in your career. 
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". We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more.   
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 are a candidate with a disability or access requirement, let us know how we can provide you with additional support. 
To find out more about working at ANZ, visit You can apply for this role by visiting ANZ Careers and searching for reference number 12345

Job Posting End date: 27 May 2024

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