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Customer Service Specialist - Document Preparation (12 Month Max Term)
full-timeSydney

Summary

Location

Sydney

Type

full-time

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About this role

Do Work That Matters.

CommBank’s Business Banking Operations (BBO) function is looking for Customer Service Specialists to join our Document Preparation team within Business Lending Operations teams.

BBO is responsible for the fulfilment, settlement and servicing of Commercial Lending products for the Group. The team support our Business & Private Banking and Institutional Banking colleagues in delivering exceptional service to a wide range of customers including small businesses, franchises and large-scale corporate customers.
 

About the role

As a Customer Service Specialist, you will be responsible for the preparation and disbursal of Commercial Loan applications on behalf of our customers. This will include supporting internal and external stakeholders with enquiries relating to our Commercial business customers, meeting our operational objectives and deadlines, whilst maintaining strong stakeholder communication.
 

This is an operations role which uses high attention to detail and well-developed prioritisation skills in order to prepare loan documents for our customers.

Please note: We have multiple 12 Month Max Term or Secondment Opportunities available for our internal team members.
 

Other responsibilities include:

  • Providing superior levels of internal and external customer service by responding to and managing customer and stakeholder enquiries, complaints and issues

  • Identifying opportunities to improve the processes within your team or work area

  • Undertaking investigations in respect to customer requests and/or as a result of transactional or exception based issues

  • Contributing to and/or completing reconciliations

  • Completing general administrative duties as required

  • Practising prudent risk management by identifying and responding to business risks


About you.

To be successful in this role, the ideal candidate should have some experience across commercial, business banking or retail operations lending processes and will have a strong desire to learn, bring a continuous improvement mindset and have some demonstrated experience working within a fast-paced and high-volume environment.
 

You may also have;

  • Demonstrated knowledge and experience of the home lending/commercial lending process

  • Strong customer service experience with the ability to build relationships with relevant stakeholders

  • High attention to detail and accuracy

  • Strong work ethic with a team orientated outlook
     

From here, the opportunities are endless 

At CommBank, we’re committed to building a diverse and inclusive workforce reflecting the customers, businesses and communities we serve. As a value’s driven organisation, we nurture and support our people, through focusing on skill and talent development, collaboration, flexibility and internal promotion. With service in mind at every touch point, we take accountability for the role we play in securing and enhancing the financial wellbeing of people, businesses and communities. 
 

We support our people with the flexibility to balance where work is done with at least half their time each month connecting in office.

If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We’re keen to support you with the next step in your career.

We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696.

Advertising End Date: 28/01/2026

Other facts

Tech stack
Customer Service,Attention To Detail,Prioritization Skills,Commercial Lending,Business Banking,Stakeholder Communication,Continuous Improvement,Problem Solving,Administrative Duties,Risk Management

About Commonwealth Bank

Australia’s leading provider of financial services including retail, premium, business and institutional banking, funds management, superannuation, insurance, investment and sharebroking products and services.
We are a business with more than 800,000 shareholders and over 52,000 employees. We offer a full range of financial services to help all Australians build and manage their finances.

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Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services

What you'll do

  • As a Customer Service Specialist, you will prepare and disburse Commercial Loan applications and support stakeholders with inquiries related to Commercial business customers. You will also identify process improvement opportunities and manage customer and stakeholder inquiries.

Ready to join Commonwealth Bank?

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Frequently Asked Questions

What does a Customer Service Specialist - Document Preparation (12 Month Max Term) do at Commonwealth Bank?

As a Customer Service Specialist - Document Preparation (12 Month Max Term) at Commonwealth Bank, you will: as a Customer Service Specialist, you will prepare and disburse Commercial Loan applications and support stakeholders with inquiries related to Commercial business customers. You will also identify process improvement opportunities and manage customer and stakeholder inquiries..

Why join Commonwealth Bank as a Customer Service Specialist - Document Preparation (12 Month Max Term)?

Commonwealth Bank is a leading Financial Services company.

Is the Customer Service Specialist - Document Preparation (12 Month Max Term) position at Commonwealth Bank remote?

The Customer Service Specialist - Document Preparation (12 Month Max Term) position at Commonwealth Bank is based in Sydney, New South Wales, Australia. Contact the company through Clera for specific work arrangement details.

How do I apply for the Customer Service Specialist - Document Preparation (12 Month Max Term) position at Commonwealth Bank?

You can apply for the Customer Service Specialist - Document Preparation (12 Month Max Term) position at Commonwealth Bank directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Commonwealth Bank on their website.