• You’ll support clients through the full loan cycle, from application to settlement. • You’ll process loan applications with accuracy and efficiency, ensuring compliance with all regulatory requirements. • Your role will also involve assessing creditworthiness, reviewing financial documents, and helping determine if a loan is a suitable risk. • Confidently manage the full lifecycle of finance applications from initial lodgement through to final settlement. • Review and package Residential and Commercial Loans. • Execute all administrative tasks, data entry, and documentation management with high precision, ensuring compliance and efficiency across loan facilities. • Organise and oversee multiple loan pipelines concurrently in a systematic, structured manner. • Prioritize tasks effectively to maintain momentum, meet strict deadlines, and deliver high-quality support. • Assess borrower creditworthiness with high analytical accuracy. • Apply a solid understanding of Australian banks’ lending policies and frameworks to assist with structuring deals within Lender Policy. • Maintain a clear audit trail of internal/external compliance standards ensuring all applications meet strict regulatory industry standards. • Serve as a strong, effective communicator by managing professional interactions with mortgage brokers, clients, and lenders. • Follow up directly with clients to collect required documentation and progress applications, while providing consistent, proactive updates on application progress and handling all queries in a structured manner.

• Act as a liaison between business stakeholders and technical teams to gather, analyze, and document requirements related to ServiceNow platforms. • Leverage ServiceNow to optimize Access & Identity Management (AIM/IAM) frameworks and streamline Information Security (InfoSec) processes. • Support initiatives across Identity Governance & Administration (IGA) , Security Operations , and IT Service Management (ITSM) . • Translate business needs into clear functional requirements, user stories, process flows, and acceptance criteria. • Collaborate with DevOps and cross-functional teams to ensure solutions are scalable, secure, and aligned with enterprise standards. • Participate in solution design reviews to ensure compliance with security, audit, and regulatory requirements. • Support testing, validation, and deployment activities, ensuring delivered solutions meet business expectations. • Identify opportunities for process improvement and automation within ServiceNow. • Provide ongoing support, documentation, and knowledge transfer to stakeholders and operational teams.

• Analyze large and complex datasets to identify trends, opportunities, and business insights across multiple business domains • Translate data into actionable recommendations that support digital product strategy and customer experience initiatives • Develop business cases supported by quantitative analysis to evaluate product enhancements and strategic initiatives • Partner with product managers, business stakeholders, and technical teams to define analytical requirements and success metrics • Design, develop, and maintain reporting solutions and business intelligence products to monitor KPIs and business performance • Create and maintain analytical data products that support ad hoc analysis and strategic decision-making • Perform customer journey and longitudinal analyses to identify opportunities for improving customer engagement and digital experience • Define analytical approaches by framing business problems, identifying assumptions, determining data requirements, and recommending business actions • Present findings through executive-ready presentations, dashboards, and visualizations that communicate complex insights clearly • Conduct market and competitive research to evaluate business opportunities and support strategic planning • Contribute to the development of data asset roadmaps and the best analytical practices across the organization • Collaborate with cross-functional teams in an Agile environment to deliver data-driven business solutions.

Role Description We are looking for a Senior Salesforce Consultant who also has strong business analysis capability. This person should be able to support our Salesforce services work, assist with customer onboarding, help translate customer requirements into clear delivery tasks, and support manual QA and user acceptance testing where required. This role is valuable because it can support both Salesforce delivery and product adoption. Key Responsibilities - Support Salesforce consulting and managed services work. - Work with customers to understand business processes, pain points, requirements, and desired outcomes. - Translate business requirements into clear user stories, acceptance criteria, process maps, and solution notes. - Support customer onboarding to CRM and BI. - Assist with data migration validation, configuration checks, user training, and support documentation. - Help team with customer onboarding activities. - Perform manual QA testing where required, especially during the transition period while automated QA capability is being strengthened. - Support UAT preparation and execution. - Document customer requirements clearly for developers and AI agents. - Assist with release notes, customer-facing documentation, and training materials. - Maintain strong Salesforce and CRM process discipline. Qualifications - Strong Salesforce background. - Strong business analysis capability. - Experience working directly with customers. - Ability to run discovery sessions and ask strong process questions. - Ability to document requirements clearly and commercially. - Strong understanding of sales, service, customer onboarding, and CRM processes. - Ability to perform structured manual QA testing. - Strong data quality awareness. - Strong written and verbal English communication. - Comfortable working in an AI-first delivery environment. - Salesforce Sales Cloud experience.